Bank of Montreal’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.12M | Sell |
17,800
-644,700
| -97% | -$41.2M | ﹤0.01% | 1984 |
|
|
2025
Q4 | $41.4M | Hold |
662,500
| – | – | 0.01% | 618 |
|
|
2025
Q3 | $39.8M | Hold |
662,500
| – | – | 0.02% | 571 |
|
|
2025
Q2 | $44.1M | Sell |
662,500
-1,600
| -0.2% | -$98.1K | 0.02% | 468 |
|
|
2025
Q1 | $38M | Sell |
664,100
-177,400
| -21% | -$10.1M | 0.02% | 514 |
|
|
2024
Q4 | $49.9M | Sell |
841,500
-4,800
| -0.6% | -$283K | 0.02% | 461 |
|
|
2024
Q3 | $48.9M | Buy |
846,300
+354,800
| +72% | +$18.5M | 0.02% | 473 |
|
|
2024
Q2 | $24.1M | Buy |
491,500
+372,500
| +313% | +$18.9M | 0.01% | 698 |
|
|
2024
Q1 | $6.5M | Sell |
119,000
-1,053,500
| -90% | -$55.7M | ﹤0.01% | 1120 |
|
|
2023
Q4 | $60.8M | Sell |
1,172,500
-75,000
| -6% | -$3.69M | 0.02% | 415 |
|
|
2023
Q3 | $63M | Buy |
1,247,500
+997,500
| +399% | +$50M | 0.02% | 353 |
|
|
2023
Q2 | $13M | Hold |
250,000
| – | – | ﹤0.01% | 906 |
|
|
2023
Q1 | $11.7M | Sell |
250,000
-200,000
| -44% | -$9.63M | ﹤0.01% | 880 |
|
|
2022
Q4 | $28.5M | Hold |
450,000
| – | – | 0.01% | 576 |
|
|
2022
Q3 | $19.4K | Buy |
450,000
+200,000
| +80% | +$8.96M | 0.01% | 699 |
|
|
2022
Q2 | $12.1K | Sell |
250,000
-200,000
| -44% | -$9.96M | 0.01% | 967 |
|
|
2022
Q1 | $25.3M | Sell |
450,000
-150,000
| -25% | -$8.26M | 0.01% | 710 |
|
|
2021
Q4 | $33.8M | Buy |
600,000
+50,000
| +9% | +$2.76M | 0.02% | 553 |
|
|
2021
Q3 | $28.6M | Buy |
+550,000
| New | +$28.3M | 0.01% | 769 |
|
|
2017
Q3 | – | Sell |
-95,000
| Closed | -$3.4M | – | 4308 |
|
|
2017
Q2 | $3.4M | Sell |
95,000
-55,500
| -37% | -$1.91M | ﹤0.01% | 1348 |
|
|
2017
Q1 | $5.5M | Buy |
150,500
+100,500
| +201% | +$3.82M | 0.01% | 1028 |
|
|
2016
Q4 | $1.92M | Buy |
50,000
+40,000
| +400% | +$1.45M | ﹤0.01% | 1584 |
|
|
2016
Q3 | $325K | Buy |
10,000
+900
| +10% | +$28.9K | ﹤0.01% | 2249 |
|
|
2016
Q2 | $299K | Buy |
+9,100
| New | +$305K | ﹤0.01% | 2286 |
|
|
2015
Q4 | – | Sell |
-60,000
| Closed | -$1.94M | – | 4395 |
|
|
2015
Q3 | $1.94M | Buy |
+60,000
| New | +$1.95M | ﹤0.01% | 1314 |
|
|
2015
Q2 | – | Sell |
-50,000
| Closed | -$1.54M | – | 4094 |
|
|
2015
Q1 | $1.54M | Sell |
50,000
-10,800
| -18% | -$345K | ﹤0.01% | 1464 |
|
|
2014
Q4 | $2.19M | Hold |
60,800
| – | – | ﹤0.01% | 1376 |
|
|
2014
Q3 | $2.21M | Hold |
60,800
| – | – | ﹤0.01% | 1434 |
|
|
2014
Q2 | $2.23M | Hold |
60,800
| – | – | ﹤0.01% | 1423 |
|
|
2014
Q1 | $2.11M | Sell |
60,800
-1,700
| -3% | -$58.5K | ﹤0.01% | 1314 |
|
|
2013
Q4 | $2.21M | Buy |
+62,500
| New | +$2.13M | ﹤0.01% | 1146 |
|
|
2013
Q3 | – | Sell |
-64,400
| Closed | -$1.91M | – | 3922 |
|
|
2013
Q2 | $1.91M | Buy |
+64,400
| New | +$1.83M | ﹤0.01% | 1123 |
|
Other funds holding SLF
VCM
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. 450 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.
- 450 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.