SUN LIFE FINANCIAL INC.

Ticker: SLF CUSIP: 866796105 Class: Common Stock

BANK OF MONTREAL /CAN/'s Holding History (CIK: 0000927971)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,333,278 Value ($000) $645,057 Avg Close $60.42 Range $57.22 - $63.12
Q3 2025
Shares 9,816,271 Value ($000) $589,325 Avg Close $60.14 Range $56.22 - $66.57
Q2 2025
Shares 10,797,819 Value ($000) $718,941 Avg Close $61.32 Range $52.44 - $66.81
Q1 2025
Shares 11,289,897 Value ($000) $646,253 Avg Close $57.00 Range $53.57 - $59.88
Q4 2024
Shares 10,878,423 Value ($000) $645,086 Avg Close $59.01 Range $55.24 - $62.85
Q3 2024
Shares 13,912,566 Value ($000) $804,032 Avg Close $52.26 Range $46.41 - $58.49
Q2 2024
Shares 12,332,391 Value ($000) $603,917 Avg Close $50.75 Range $46.91 - $54.55
Q1 2024
Shares 12,006,367 Value ($000) $656,118 Avg Close $52.90 Range $49.74 - $55.46
Q4 2023
Shares 11,659,470 Value ($000) $604,801 Avg Close $49.21 Range $44.57 - $52.72
Q3 2023
Shares 13,724,862 Value ($000) $693,000 Avg Close $50.13 Range $46.74 - $53.21
Q2 2023
Shares 13,187,630 Value ($000) $688,167 Avg Close $49.13 Range $46.51 - $52.29
Q1 2023
Shares 14,657,442 Value ($000) $684,735 Avg Close $48.14 Range $43.53 - $51.63
Q4 2022
Shares 12,077,751 Value ($000) $766,076 Avg Close $44.25 Range $37.96 - $47.89
Q3 2022
Shares 12,174,044 Value ($000) $525,595 Avg Close $44.82 Range $39.38 - $48.72
Q2 2022
Shares 13,561,219 Value ($000) $658,583 Avg Close $49.82 Range $43.80 - $56.28
Q1 2022
Shares 12,772,073 Value ($000) $718,723 Avg Close $55.08 Range $50.74 - $58.49
Q4 2021
Shares 13,969,402 Value ($000) $787,005 Avg Close $55.28 Range $50.89 - $57.93
Q3 2021
Shares 19,065,862 Value ($000) $991,988 Avg Close $51.43 Range $48.85 - $53.38
Q2 2021
Shares 19,345,404 Value ($000) $998,936 Avg Close $52.82 Range $50.05 - $55.07
Q1 2021
Shares 14,388,237 Value ($000) $736,102 Avg Close $48.97 Range $43.74 - $52.15
Q4 2020
Shares 13,865,772 Value ($000) $654,326 Avg Close $43.31 Range $38.53 - $46.23
Q3 2020
Shares 14,800,054 Value ($000) $617,903 Avg Close $40.44 Range $35.54 - $43.65
Q2 2020
Shares 13,945,557 Value ($000) $502,040 Avg Close $34.37 Range $29.69 - $39.81
Q1 2020
Shares 14,685,127 Value ($000) $453,184 Avg Close $42.84 Range $24.37 - $50.13
Q4 2019
Shares 15,145,069 Value ($000) $690,162 Avg Close $44.99 Range $42.47 - $47.02
Q3 2019
Shares 15,045,717 Value ($000) $674,198 Avg Close $41.78 Range $38.40 - $45.02
Q2 2019
Shares 10,512,518 Value ($000) $434,798 Avg Close $40.18 Range $38.61 - $41.76
Q1 2019
Shares 10,207,867 Value ($000) $392,084 Avg Close $36.70 Range $32.67 - $39.34
Q4 2018
Shares 10,452,296 Value ($000) $346,913 Avg Close $36.15 Range $31.49 - $40.23
Q3 2018
Shares 12,771,456 Value ($000) $507,793 Avg Close $40.02 Range $38.10 - $41.22
Q2 2018
Shares 10,641,462 Value ($000) $427,148 Avg Close $41.40 Range $39.08 - $44.00
Q1 2018
Shares 13,526,720 Value ($000) $556,219 Avg Close $42.16 Range $39.56 - $44.50
Q4 2017
Shares 12,651,374 Value ($000) $521,995 Avg Close $39.86 Range $38.54 - $41.40
Q3 2017
Shares 13,374,540 Value ($000) $532,575 Avg Close $38.16 Range $35.54 - $40.04
Q2 2017
Shares 12,770,564 Value ($000) $456,548 Avg Close $34.49 Range $32.22 - $36.56
Q1 2017
Shares 16,169,507 Value ($000) $590,995 Avg Close $38.00 Range $35.03 - $40.57
Q4 2016
Shares 17,970,007 Value ($000) $690,049 Avg Close $36.23 Range $32.03 - $39.87
Q3 2016
Shares 17,382,409 Value ($000) $565,622 Avg Close $32.16 Range $30.38 - $33.27
Q2 2016
Shares 17,716,731 Value ($000) $581,640 Avg Close $33.52 Range $30.79 - $35.46
Q1 2016
Shares 18,054,508 Value ($000) $582,618 Avg Close $29.35 Range $25.31 - $32.90
Q4 2015
Shares 16,435,325 Value ($000) $512,782 Avg Close $32.98 Range $30.59 - $34.63
Q3 2015
Shares 16,737,320 Value ($000) $539,946 Avg Close $32.42 Range $27.87 - $34.87
Q2 2015
Shares 16,759,300 Value ($000) $559,761 Avg Close $32.96 Range $30.49 - $35.13
Q1 2015
Shares 17,940,139 Value ($000) $552,916 Avg Close $31.93 Range $29.99 - $36.25
Q4 2014
Shares 21,579,207 Value ($000) $778,147 Avg Close $35.76 Range $31.52 - $38.08
Q3 2014
Shares 21,272,904 Value ($000) $771,568 Avg Close $37.58 Range $36.13 - $38.85
Q2 2014
Shares 22,847,303 Value ($000) $838,723 Avg Close $34.44 Range $32.28 - $36.87
Q1 2014
Shares 22,440,485 Value ($000) $777,114 Avg Close $34.43 Range $31.69 - $36.21
Q4 2013
Shares 16,044,493 Value ($000) $566,851 Avg Close $34.04 Range $31.22 - $36.33
Q3 2013
Shares 15,234,377 Value ($000) $487,043 Avg Close $31.79 Range $29.30 - $32.99
Q2 2013
Shares 12,639,902 Value ($000) $374,395 Avg Close $28.45 Range $25.54 - $30.31