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Lorne Steinberg Wealth Management Inc. → SUNFF
Lorne Steinberg Wealth Management Inc. SUNFF Position History
Sun Life Financial Inc. • Financial Services
Quarters held
5
Latest value
$13.2M
Q3 2026
Peak value
$13.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.1M |
| Q4 2025 | $7.9M |
| Q1 2026 | $9.6M |
| Q2 2026 | $13.1M |
| Q3 2026 | $13.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.2M | 169.5K | — | — |
| Q2 2026 | $13.1M | 166.9K | — | — |
| Q1 2026 | $9.6M | 153.8K | — | — |
| Q4 2025 | $7.9M | 127.2K | — | — |
| Q3 2025 | $7.1M | 117.8K | — | — |