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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
Q2 		$13.1M Buy
166,933
+13,183
+9% +$949K 2.69% 12
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 $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lorne Steinberg Wealth Management's SLF Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its Sun Life Financial (SLF) stake by 8.6% in Q2 2026, buying an estimated $949K and bringing the position to 166,933 shares worth $13.1M. The position accounts for 2.69% of the portfolio, ranked #12.

Lorne Steinberg Wealth Management first reported a position in SLF in Q4 2020 and has held it in 23 quarters since. 493 funds tracked by Wall St. Rank hold SLF as of Q2 2026.

  • Lorne Steinberg Wealth Management held 166,933 shares of Sun Life Financial worth $13.1M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 13,183 Sun Life Financial shares in Q2 2026, an estimated $949K.
  • Sun Life Financial made up 2.69% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Lorne Steinberg Wealth Management first reported a position in Sun Life Financial in Q4 2020 and has held it in 23 quarters since.
  • 493 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.