Action Point Financial Planning’s Suncor Energy SU Stock Holding History

Action Point Financial Planning’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.8K	Buy	+239	New	+$15.1K	﹤0.01%	1343

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Action Point Financial Planning's SU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Suncor Energy (SU) in Q2 2026: 239 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #1343 among its holdings.

752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Action Point Financial Planning held 239 shares of Suncor Energy worth $12.8K as of Q2 2026.
Suncor Energy was a new Action Point Financial Planning position in Q2 2026.
Suncor Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1343 holding.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.