Ameritas Advisory Services’s Suncor Energy SU Stock Holding History

Ameritas Advisory Services’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	-36	Closed	-$1.49K	–	1961
2025 Q3	$1.49K	Sell	36 -377	-91%	-$15.1K	﹤0.01%	2016
2025 Q2	$15.4K	Buy	+413	New	+$14.9K	﹤0.01%	1844
2023 Q2	–	Sell	-730	Closed	-$22.5K	–	2287
2023 Q1	$22.5K	Buy	+730	New	+$23.7K	﹤0.01%	1581

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 $123B AUM 34.51% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ameritas Advisory Services's SU Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Suncor Energy (SU) in Q4 2025, closing a stake of 36 shares — an estimated $1.49K sold.

Ameritas Advisory Services first reported a position in SU in Q1 2023 and held it in 3 quarters. The position peaked at $22.5K in Q1 2023. 679 funds tracked by Wall St. Rank hold SU as of Q4 2025.

Ameritas Advisory Services reported no remaining Suncor Energy position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 36 Suncor Energy shares in Q4 2025, an estimated $1.49K.
Ameritas Advisory Services first reported a position in Suncor Energy in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Suncor Energy position peaked at $22.5K in Q1 2023.
679 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.