AssetMark Inc
SU icon

AssetMark Inc’s Suncor Energy SU Stock Holding History

AssetMark Inc’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
Q3 		$3.24M Buy
47,748
+8,312
+21% +$541K 0.01% 832
2026
Q2 		$2.12M Buy
39,436
+10,755
+37% +$681K ﹤0.01% 940
2026
Q1 		$1.9M Buy
28,681
+10,219
+55% +$565K ﹤0.01% 900
2025
Q4 		$819K Buy
18,462
+6,917
+60% +$292K ﹤0.01% 1059
2025
Q3 		$483K Buy
11,545
+5,450
+89% +$219K ﹤0.01% 1107
2025
Q2 		$228K Buy
6,095
+2,729
+81% +$98.7K ﹤0.01% 1189
2025
Q1 		$130K Sell
3,366
-43,084
-93% -$1.64M ﹤0.01% 1225
2024
Q4 		$1.66M Buy
46,450
+3,541
+8% +$136K ﹤0.01% 755
2024
Q3 		$1.58M Buy
42,909
+156
+0.4% +$6.02K ﹤0.01% 692
2024
Q2 		$1.63M Buy
42,753
+313
+0.7% +$12.1K 0.01% 663
2024
Q1 		$1.57M Buy
42,440
+9,081
+27% +$306K 0.01% 633
2023
Q4 		$1.07M Buy
33,359
+2,261
+7% +$73.8K ﹤0.01% 662
2023
Q3 		$1.07M Buy
+31,098
New +$997K ﹤0.01% 602
2021
Q2 		– Sell
-4
Closed – – 1528
2021
Q1 		$0 Buy
+4
New +$78 ﹤0.01% 1522
2020
Q3 		– Sell
-1,009
Closed -$17K – 1400
2020
Q2 		$17K Buy
1,009
+194
+24% +$3.32K ﹤0.01% 817
2020
Q1 		$13K Buy
815
+167
+26% +$4.38K ﹤0.01% 949
2019
Q4 		$21K Buy
648
+32
+5% +$999 ﹤0.01% 925
2019
Q3 		$19K Buy
+616
New +$18.5K ﹤0.01% 892
2018
Q1 		– Sell
-1,208
Closed -$44K – 1947
2017
Q4 		$44K Hold
1,208
– – ﹤0.01% 820
2017
Q3 		$42K Sell
1,208
-81
-6% -$2.58K ﹤0.01% 747
2017
Q2 		$38K Sell
1,289
-2
-0.2% -$61 ﹤0.01% 745
2017
Q1 		$40K Buy
1,291
+30
+2% +$945 ﹤0.01% 703
2016
Q4 		$41K Sell
1,261
-120
-9% -$3.68K ﹤0.01% 672
2016
Q3 		$38K Buy
1,381
+52
+4% +$1.42K ﹤0.01% 698
2016
Q2 		$37K Sell
1,329
-92
-6% -$2.52K ﹤0.01% 681
2016
Q1 		$40K Sell
1,421
-84
-6% -$2.03K ﹤0.01% 606
2015
Q4 		$39K Buy
+1,505
New +$41.6K ﹤0.01% 671

Other funds holding SU

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc's SU Position: Q3 2026 in Review

AssetMark Inc increased its Suncor Energy (SU) stake by 21% in Q3 2026, buying an estimated $541K and bringing the position to 47,748 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #832.

AssetMark Inc first reported a position in SU in Q4 2015 and has held it in 27 quarters since. 301 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • AssetMark Inc held 47,748 shares of Suncor Energy worth $3.24M as of Q3 2026.
  • AssetMark Inc bought 8,312 Suncor Energy shares in Q3 2026, an estimated $541K.
  • Suncor Energy made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #832 holding.
  • AssetMark Inc first reported a position in Suncor Energy in Q4 2015 and has held it in 27 quarters since.
  • 301 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.