Bank of Montreal’s Sun Life Financial SLF Stock Holding History

Bank of Montreal’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.3M	Buy	+195,700	New	+$12.5M	﹤0.01%	1023
2025 Q4	–	Sell	-193,200	Closed	-$11.6M	–	3811
2025 Q3	$11.6M	Buy	+193,200	New	+$11.6M	﹤0.01%	988
2025 Q2	–	Sell	-190,400	Closed	-$10.9M	–	3710
2025 Q1	$10.9M	Sell	190,400 -197,600	-51%	-$11.3M	0.01%	898
2024 Q4	$23M	Sell	388,000 -18,300	-5%	-$1.08M	0.01%	686
2024 Q3	$23.5M	Sell	406,300 -601,700	-60%	-$31.4M	0.01%	716
2024 Q2	$49.4M	Buy	1,008,000 +460,000	+84%	+$23.3M	0.01%	476
2024 Q1	$29.9M	Sell	548,000 -475,000	-46%	-$25.1M	0.01%	605
2023 Q4	$53.1M	Buy	1,023,000 +76,300	+8%	+$3.75M	0.02%	461
2023 Q3	$47.8M	Buy	946,700 +430,700	+83%	+$21.6M	0.02%	434
2023 Q2	$26.9M	Buy	+516,000	New	+$25.4M	0.01%	623
2023 Q1	–	Sell	-184,400	Closed	-$11.7M	–	4145
2022 Q4	$11.7M	Buy	184,400 +12,500	+7%	+$553K	0.01%	914
2022 Q3	$7.42K	Sell	171,900 -194,000	-53%	-$8.7M	﹤0.01%	1133
2022 Q2	$17.8K	Buy	365,900 +198,400	+118%	+$9.88M	0.01%	793
2022 Q1	$9.43M	Buy	+167,500	New	+$9.23M	﹤0.01%	1182
2021 Q4	–	Sell	-167,500	Closed	-$8.71M	–	3837
2021 Q3	$8.71M	Sell	167,500 -71,400	-30%	-$3.67M	﹤0.01%	1372
2021 Q2	$12.3M	Sell	238,900 -11,100	-4%	-$586K	0.01%	1156
2021 Q1	$12.8M	Buy	+250,000	New	+$12.2M	0.01%	890
2020 Q4	–	Sell	-300,000	Closed	-$12.5M	–	5097
2020 Q3	$12.5M	Sell	300,000 -189,100	-39%	-$7.65M	0.01%	755
2020 Q2	$17.6M	Sell	489,100 -206,200	-30%	-$7.09M	0.02%	625
2020 Q1	$21.5M	Buy	695,300 +395,300	+132%	+$16.9M	0.02%	474
2019 Q4	$13.7M	Sell	300,000 -113,000	-27%	-$5.08M	0.01%	834
2019 Q3	$18.5M	Buy	413,000 +403,000	+4,030%	+$16.8M	0.02%	651
2019 Q2	$414K	Sell	10,000 -450,000	-98%	-$18.1M	﹤0.01%	2529
2019 Q1	$17.7M	Buy	460,000 +269,200	+141%	+$9.88M	0.02%	649
2018 Q4	$6.33M	Buy	+190,800	New	+$6.9M	0.01%	976
2018 Q3	–	Sell	-90,000	Closed	-$3.61M	–	4871
2018 Q2	$3.61M	Buy	90,000 +80,000	+800%	+$3.31M	﹤0.01%	1335
2018 Q1	$411K	Buy	+10,000	New	+$422K	﹤0.01%	2302
2017 Q4	–	Sell	-379,800	Closed	-$15.1M	–	4315
2017 Q3	$15.1M	Sell	379,800 -340,200	-47%	-$13M	0.01%	684
2017 Q2	$25.7M	Buy	720,000 +389,000	+118%	+$13.4M	0.02%	521
2017 Q1	$12.1M	Buy	331,000 +31,000	+10%	+$1.18M	0.01%	740
2016 Q4	$11.5M	Hold	300,000	–	–	0.01%	749
2016 Q3	$9.76M	Sell	300,000 -281,000	-48%	-$9.04M	0.01%	819
2016 Q2	$19.1M	Buy	581,000 +231,000	+66%	+$7.74M	0.02%	560
2016 Q1	$11.3M	Buy	+350,000	New	+$10.3M	0.01%	696
2015 Q4	–	Sell	-320,000	Closed	-$10.3M	–	4394
2015 Q3	$10.3M	Buy	320,000 +260,000	+433%	+$8.43M	0.01%	694
2015 Q2	$2M	Sell	60,000 -260,000	-81%	-$8.57M	﹤0.01%	1382
2015 Q1	$9.86M	Sell	320,000 -37,000	-10%	-$1.18M	0.01%	811
2014 Q4	$12.9M	Buy	357,000 +19,500	+6%	+$697K	0.01%	672
2014 Q3	$12.2M	Sell	337,500 -78,600	-19%	-$2.95M	0.01%	716
2014 Q2	$15.3M	Buy	416,100 +73,900	+22%	+$2.55M	0.02%	604
2014 Q1	$11.8M	Sell	342,200 -428,900	-56%	-$14.8M	0.02%	595
2013 Q4	$27.2M	Buy	771,100 +354,600	+85%	+$12.1M	0.04%	322
2013 Q3	$13.3M	Buy	416,500 +158,900	+62%	+$5.05M	0.02%	439
2013 Q2	$7.63M	Buy	+257,600	New	+$7.33M	0.01%	583

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal's SLF Position: Q1 2026 in Review

Bank of Montreal increased its Sun Life Financial (SLF) stake by 0.49% in Q1 2026, buying an estimated $3.23M and bringing the position to 10,383,850 shares worth $651M. The position accounts for 0.24% of the portfolio, ranked #77.

Bank of Montreal first reported a position in SLF in Q2 2013 and has held it in 52 quarters since. The position peaked at $999M in Q2 2021. 451 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

Bank of Montreal held 10,383,850 shares of Sun Life Financial worth $651M as of Q1 2026.
Bank of Montreal bought 50,572 Sun Life Financial shares in Q1 2026, an estimated $3.23M.
Sun Life Financial made up 0.24% of Bank of Montreal's portfolio in Q1 2026, its #77 holding.
Bank of Montreal first reported a position in Sun Life Financial in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Sun Life Financial position peaked at $999M in Q2 2021.
451 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.