AF
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Allworth Financial’s Suncor Energy SU Stock Holding History

Allworth Financial’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 		$160K Sell
2,972
-813
-21% -$51.5K ﹤0.01% 1639
2026
Q1 		$250K Buy
3,785
+189
+5% +$10.4K ﹤0.01% 1268
2025
Q4 		$159K Buy
3,596
+1,498
+71% +$63.3K ﹤0.01% 1469
2025
Q3 		$87.7K Buy
2,098
+77
+4% +$3.09K ﹤0.01% 1759
2025
Q2 		$75.7K Buy
2,021
+454
+29% +$16.4K ﹤0.01% 1695
2025
Q1 		$55.8K Sell
1,567
-333
-18% -$12.7K ﹤0.01% 1508
2024
Q4 		$74.5K Buy
1,900
+497
+35% +$19.1K ﹤0.01% 1391
2024
Q3 		$51.8K Buy
1,403
+17
+1% +$656 ﹤0.01% 1393
2024
Q2 		$53.4K Buy
1,386
+46
+3% +$1.78K ﹤0.01% 1353
2024
Q1 		$49.5K Buy
1,340
+215
+19% +$7.23K ﹤0.01% 1311
2023
Q4 		$36.1K Sell
1,125
-111
-9% -$3.62K ﹤0.01% 1328
2023
Q3 		$42.5K Sell
1,236
-74
-6% -$2.37K ﹤0.01% 1178
2023
Q2 		$38.4K Sell
1,310
-133
-9% -$3.98K ﹤0.01% 1218
2023
Q1 		$44.8K Buy
1,443
+354
+33% +$11.5K ﹤0.01% 1109
2022
Q4 		$34.6K Buy
1,089
+104
+11% +$3.42K ﹤0.01% 1149
2022
Q3 		$28K Buy
985
+108
+12% +$3.41K ﹤0.01% 1169
2022
Q2 		$31K Buy
877
+217
+33% +$7.9K ﹤0.01% 1079
2022
Q1 		$22K Sell
660
-273
-29% -$8.1K ﹤0.01% 1225
2021
Q4 		$23K Hold
933
– – ﹤0.01% 1068
2021
Q3 		$19K Sell
933
-117
-11% -$2.34K ﹤0.01% 1062
2021
Q2 		$25K Hold
1,050
– – ﹤0.01% 795
2021
Q1 		$22K Buy
1,050
+550
+110% +$10.8K ﹤0.01% 767
2020
Q4 		$8K Buy
500
+118
+31% +$1.73K ﹤0.01% 895
2020
Q3 		$5K Buy
382
+2
+0.5% +$31 ﹤0.01% 856
2020
Q2 		$6K Sell
380
-415
-52% -$7.09K ﹤0.01% 836
2020
Q1 		$13K Buy
795
+418
+111% +$11K ﹤0.01% 644
2019
Q4 		$12K Buy
377
+1
+0.3% +$31 ﹤0.01% 615
2019
Q3 		$12K Buy
376
+1
+0.3% +$30 ﹤0.01% 546
2019
Q2 		$12K Hold
375
– – ﹤0.01% 553
2019
Q1 		$12K Hold
375
– – ﹤0.01% 548
2018
Q4 		$10K Buy
375
+273
+268% +$9.07K ﹤0.01% 520
2018
Q3 		$4K Sell
102
-48
-32% -$1.94K ﹤0.01% 702
2018
Q2 		$6K Buy
150
+48
+47% +$1.87K ﹤0.01% 607
2018
Q1 		$4K Hold
102
– – ﹤0.01% 626
2017
Q4 		$4K Hold
102
– – ﹤0.01% 599
2017
Q3 		$4K Hold
102
– – ﹤0.01% 600
2017
Q2 		$3K Hold
102
– – ﹤0.01% 645
2017
Q1 		$3K Hold
102
– – ﹤0.01% 616
2016
Q4 		$3K Sell
102
-104
-50% -$3.19K ﹤0.01% 551
2016
Q3 		$6K Hold
206
– – ﹤0.01% 476
2016
Q2 		$6K Buy
206
+105
+104% +$2.88K ﹤0.01% 442
2016
Q1 		$3K Buy
+101
New +$2.44K ﹤0.01% 503

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Allworth Financial's SU Position: Q2 2026 in Review

Allworth Financial reduced its Suncor Energy (SU) stake by 21% in Q2 2026, selling an estimated $51.5K and leaving 2,972 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Allworth Financial first reported a position in SU in Q1 2016 and has held it in 42 quarters since. The position peaked at $250K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Allworth Financial held 2,972 shares of Suncor Energy worth $160K as of Q2 2026.
  • Allworth Financial sold 813 Suncor Energy shares in Q2 2026, an estimated $51.5K.
  • Suncor Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1639 holding.
  • Allworth Financial first reported a position in Suncor Energy in Q1 2016 and has held it in 42 quarters since.
  • Allworth Financial's Suncor Energy position peaked at $250K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.