Alan B. Lancz & Associates’s Suncor Energy SU Stock Holding History

Alan B. Lancz & Associates’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	$290K	Hold	5,400	–	–	0.25%	103
2026 Q1	$357K	Sell	5,400 -1,300	-19%	-$71.9K	0.35%	79
2025 Q4	$297K	Hold	6,700	–	–	0.26%	100
2025 Q3	$280K	Hold	6,700	–	–	0.25%	109
2025 Q2	$251K	Hold	6,700	–	–	0.25%	111
2025 Q1	$259K	Hold	6,700	–	–	0.28%	98
2024 Q4	$239K	Sell	6,700 -1,200	-15%	-$46.2K	0.24%	105
2024 Q3	$292K	Hold	7,900	–	–	0.27%	98
2024 Q2	$301K	Buy	+7,900	New	+$305K	0.3%	93
2023 Q4	$263K	Hold	8,200	–	–	0.28%	105
2023 Q3	$282K	Hold	8,200	–	–	0.32%	97
2023 Q2	$240K	Hold	8,200	–	–	0.26%	107
2023 Q1	$255K	Hold	8,200	–	–	0.26%	106
2022 Q4	$266K	Hold	8,200	–	–	0.27%	106
2022 Q3	$231K	Hold	8,200	–	–	0.27%	104
2022 Q2	$278K	Hold	8,200	–	–	0.28%	101
2022 Q1	$267K	Hold	8,200	–	–	0.24%	111
2021 Q4	$205K	Buy	+8,200	New	+$200K	0.18%	143

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

Alan B. Lancz & Associates's SU Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Suncor Energy (SU) position steady in Q2 2026 at 5,400 shares worth $290K. The position accounts for 0.25% of the portfolio, ranked #103.

Alan B. Lancz & Associates first reported a position in SU in Q4 2021 and has held it in 18 quarters since. The position peaked at $357K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Alan B. Lancz & Associates held 5,400 shares of Suncor Energy worth $290K as of Q2 2026.
Alan B. Lancz & Associates left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.25% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #103 holding.
Alan B. Lancz & Associates first reported a position in Suncor Energy in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Suncor Energy position peaked at $357K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.