Alpine Bank Wealth Management’s Suncor Energy SU Stock Holding History

Alpine Bank Wealth Management’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
2025 Q4	–	Sell	-350	Closed	-$14.6K	–	371
2025 Q3	$14.6K	Hold	350	–	–	﹤0.01%	365
2025 Q2	$13.1K	Hold	350	–	–	﹤0.01%	371
2025 Q1	$13.6K	Buy	+350	New	+$13.4K	﹤0.01%	365
2024 Q3	$12.9K	Buy	+350	New	+$13.5K	﹤0.01%	383

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alpine Bank Wealth Management's SU Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 350 shares — an estimated $14.6K sold.

Alpine Bank Wealth Management first reported a position in SU in Q3 2024 and held it in 4 quarters. The position peaked at $14.6K in Q3 2025. 681 funds tracked by Wall St. Rank hold SU as of Q4 2025.

Alpine Bank Wealth Management reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
Alpine Bank Wealth Management sold 350 Suncor Energy shares in Q4 2025, an estimated $14.6K.
Alpine Bank Wealth Management first reported a position in Suncor Energy in Q3 2024 and held it in 4 quarters.
Alpine Bank Wealth Management's Suncor Energy position peaked at $14.6K in Q3 2025.
681 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.