Sun Life Financial Inc

BANK OF MONTREAL /CAN/ SLF

Report date

3/31/2026

Quarter

2026 Q1

Filed

5/13/2026

Shares

10,383,850

Value ($000)

650,654

Weight

0.2%

2013 Q3 - 2026 Q1 (29 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	5/13/2026	650,654	0.2%	10,383,850	3/31/2026
2025 Q4	2/12/2026	645,057	0.2%	10,333,278	12/31/2025
2025 Q3	11/13/2025	589,325	0.2%	9,816,271	9/30/2025
2025 Q2	8/5/2025	718,941	0.3%	10,797,819	6/30/2025
2025 Q1	5/13/2025	646,253	0.3%	11,289,897	3/31/2025
2024 Q4	2/13/2025	645,086	0.3%	10,878,423	12/31/2024
2024 Q3	11/13/2024	804,032	0.4%	13,912,566	9/30/2024
2024 Q2	8/14/2024	603,917	0.2%	12,332,391	6/30/2024
2024 Q1	5/13/2024	656,118	0.2%	12,006,367	3/31/2024
2023 Q4	2/8/2024	604,801	0.2%	11,659,470	12/31/2023
2023 Q3	11/1/2023	693,000	0.2%	13,724,862	9/30/2023
2023 Q2	8/2/2023	688,167	0.2%	13,187,630	6/30/2023
2023 Q1	6/13/2024	684,735	0.3%	14,657,442	3/31/2023
2022 Q4	2/1/2023	766,076	0.3%	12,077,751	12/31/2022
2022 Q3	11/10/2022	525,595	0.2%	12,174,044	9/30/2022
2022 Q2	8/11/2022	658,583	0.3%	13,561,219	6/30/2022
2022 Q1	5/12/2022	718,723	0.3%	12,772,073	3/31/2022
2021 Q4	2/11/2022	787,005	0.4%	13,969,402	12/31/2021
2021 Q3	11/12/2021	991,988	0.5%	19,065,862	9/30/2021
2021 Q2	8/12/2021	998,936	0.5%	19,345,404	6/30/2021
2021 Q1	5/13/2021	736,102	0.5%	14,388,237	3/31/2021
2020 Q4	2/12/2021	654,326	0.4%	13,865,772	12/31/2020
2020 Q3	11/12/2020	617,903	0.5%	14,800,054	9/30/2020
2020 Q2	8/12/2020	502,040	0.5%	13,945,557	6/30/2020
2020 Q1	5/13/2020	453,184	0.5%	14,685,127	3/31/2020
2019 Q4	2/10/2020	690,162	0.5%	15,145,069	12/31/2019
2014 Q1	5/15/2014	777,114	1.0%	22,440,485	3/31/2014
2013 Q4	1/8/2014	566,851	0.8%	16,044,493	12/31/2013
2013 Q3	1/8/2014	487,043	0.8%	15,234,377	9/30/2013