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Lorne Steinberg Wealth Management’s Sun Life Financial SLF Stock Holding History

Lorne Steinberg Wealth Management’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 		$9.63M Buy
153,750
+26,582
+21% +$1.7M 2.28% 17
2025
Q4 		$7.95M Buy
127,168
+9,342
+8% +$564K 1.83% 26
2025
Q3 		$7.07M Buy
117,826
+1,552
+1% +$93.3K 1.7% 29
2025
Q2 		$7.74M Buy
116,274
+349
+0.3% +$21.4K 2.02% 22
2025
Q1 		$6.64M Buy
115,925
+985
+0.9% +$56.1K 1.94% 21
2024
Q4 		$6.82M Buy
114,940
+19
+0% +$1.12K 1.98% 20
2024
Q3 		$6.67M Buy
114,921
+2,085
+2% +$109K 1.93% 23
2024
Q2 		$5.53M Sell
112,836
-2,016
-2% -$102K 1.78% 29
2024
Q1 		$6.27M Buy
114,852
+7,974
+7% +$422K 1.96% 25
2023
Q4 		$5.54M Buy
106,878
+2,757
+3% +$136K 1.86% 25
2023
Q3 		$5.1M Buy
104,121
+4,201
+4% +$211K 1.96% 23
2023
Q2 		$5.21M Sell
99,920
-624
-0.6% -$30.7K 1.96% 24
2023
Q1 		$4.69M Buy
100,544
+4,291
+4% +$207K 1.87% 25
2022
Q4 		$4.47M Buy
96,253
+3,825
+4% +$169K 1.92% 22
2022
Q3 		$3.7M Sell
92,428
-1,355
-1% -$60.7K 1.8% 26
2022
Q2 		$4.29M Buy
93,783
+63,658
+211% +$3.17M 2.02% 20
2022
Q1 		$1.68M Sell
30,125
-63,744
-68% -$3.51M 0.78% 43
2021
Q4 		$5.21M Sell
93,869
-5,760
-6% -$318K 2.24% 20
2021
Q3 		$5.1M Sell
99,629
-1,390
-1% -$71.5K 2.47% 18
2021
Q2 		$5.21M Buy
101,019
+2,276
+2% +$120K 2.56% 18
2021
Q1 		$4.99M Buy
98,743
+4,310
+5% +$211K 2.64% 16
2020
Q4 		$4.21M Buy
+94,433
New +$4.09M 2.62% 16

Other funds holding SLF

Royal Bank of Canada
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Lorne Steinberg Wealth Management's SLF Position: Q1 2026 in Review

Lorne Steinberg Wealth Management increased its Sun Life Financial (SLF) stake by 21% in Q1 2026, buying an estimated $1.7M and bringing the position to 153,750 shares worth $9.63M. The position accounts for 2.28% of the portfolio, ranked #17.

Lorne Steinberg Wealth Management first reported a position in SLF in Q4 2020 and has held it in 22 quarters since. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • Lorne Steinberg Wealth Management held 153,750 shares of Sun Life Financial worth $9.63M as of Q1 2026.
  • Lorne Steinberg Wealth Management bought 26,582 Sun Life Financial shares in Q1 2026, an estimated $1.7M.
  • Sun Life Financial made up 2.28% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Lorne Steinberg Wealth Management first reported a position in Sun Life Financial in Q4 2020 and has held it in 22 quarters since.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.