MONTRUSCO BOLTON INVESTMENTS INC.

Position in SLF — Sun Life Financial Inc

CIK 1475940 MONTREAL, A8

Position in SLF

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$15,752,382

+$3,187,770 QoQ

Shares Held

200,872

+0.0% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#91

of 492 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONTRUSCO BOLTON INVESTMENTS INC. holds $23,397,054 across 2 Insurance - Diversified names. SLF ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SLF	Sun Life Financial Inc This page	200,872	$15,752,382
2	BNT	Brookfield Wealth Solutions Ltd.	179,200	$7,644,672

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,752,382	200,872	+0.0%	Shares	Sole	2026-07-21
2026-03-31	$12,564,612	200,841	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$12,696,465	203,469	-32.7%	Shares	Sole	2026-01-29
2025-09-30	$18,162,016	302,549	-17.9%	Shares	Sole	2025-11-12
2025-06-30	$24,477,987	368,367	+4.6%	Shares	Sole	2025-07-25
2025-03-31	$20,164,109	352,150	+3230.7%	Shares	Sole	2025-05-02
2024-12-31	$627,401	10,573	-9.3%	Shares	Sole	2025-01-23
2024-09-30	$676,223	11,655	+5.1%	Shares	Sole	2024-11-12
2024-06-30	$543,446	11,093	-98.2%	Shares	Sole	2024-07-24
2024-03-31	$34,237,706	627,294	-0.8%	Shares	Sole	2024-04-30
2023-12-31	$32,806,739	632,602	-1.5%	Shares	Sole	2024-02-08
2023-09-30	$31,356,879	642,559	-8.3%	Shares	Sole	2023-11-08
2023-06-30	$36,524,809	700,783	+46.0%	Shares	Sole	2023-08-03
2023-03-31	$22,414,739	479,973	-2.0%	Shares	Sole	2023-05-09
2022-12-31	$22,738,279	489,838	-32.8%	Shares	Sole	2023-01-27
2022-09-30	$28,992,872	729,197	-1.2%	Shares	Sole	2022-11-07
2022-06-30	$33,823,172	738,336	-18.5%	Shares	Sole	2022-08-08
2022-03-31	$50,565,956	905,713	+20.0%	Shares	Sole	2022-05-10
2021-12-31	$42,024,565	754,616	-7.0%	Shares	Sole	2022-02-07
2021-09-30	$41,768,807	811,833	-2.4%	Shares	Sole	2021-11-12
2021-06-30	$42,857,520	831,539	+21.7%	Shares	Sole	2021-08-17
2021-03-31	$34,543,089	683,345	-3.9%	Shares	Sole	2021-05-12
2020-12-31	$31,601,990	710,796	-38.8%	Shares	Sole	2021-02-16
2020-09-30	$47,301,948	1,161,354	+2.0%	Shares	Sole	2020-11-09
2020-06-30	$41,832,157	1,138,290	+547.3%	Shares	Sole	2020-08-12
2020-03-31	$5,643,507	175,865	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.