Lorne Steinberg Wealth Management
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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
Q3 		$13.2M Buy
169,514
+2,581
+2% +$208K 2.79% 10
2026
Q2 		$13.1M Buy
166,933
+13,183
+9% +$949K 2.69% 12
2026
Q1 		$9.6M 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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Lorne Steinberg Wealth Management's SLF Position: Q3 2026 in Review

Lorne Steinberg Wealth Management increased its Sun Life Financial (SLF) stake by 1.5% in Q3 2026, buying an estimated $208K and bringing the position to 169,514 shares worth $13.2M. The position accounts for 2.79% of the portfolio, ranked #10.

Lorne Steinberg Wealth Management first reported a position in SLF in Q4 2020 and has held it in 24 quarters since. 110 funds tracked by Wall St. Rank hold SLF as of Q3 2026.

  • Lorne Steinberg Wealth Management held 169,514 shares of Sun Life Financial worth $13.2M as of Q3 2026.
  • Lorne Steinberg Wealth Management bought 2,581 Sun Life Financial shares in Q3 2026, an estimated $208K.
  • Sun Life Financial made up 2.79% of Lorne Steinberg Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Lorne Steinberg Wealth Management first reported a position in Sun Life Financial in Q4 2020 and has held it in 24 quarters since.
  • 110 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.