AWM
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Avior Wealth Management’s Suncor Energy SU Stock Holding History

Avior 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
2026
Q2 		– Sell
-4,985
Closed -$330K – 879
2026
Q1 		$330K Sell
4,985
-655
-12% -$36.2K 0.01% 660
2025
Q4 		$250K Hold
5,640
– – 0.01% 662
2025
Q3 		$236K Buy
5,640
+20
+0.4% +$802 0.01% 662
2025
Q2 		$210K Sell
5,620
-3,977
-41% -$144K 0.01% 658
2025
Q1 		$372K Hold
9,597
– – 0.01% 493
2024
Q4 		$342K Hold
9,597
– – 0.01% 554
2024
Q3 		$354K Sell
9,597
-5
-0.1% -$193 0.01% 545
2024
Q2 		$366K Sell
9,602
-1,896
-16% -$73.3K 0.02% 517
2024
Q1 		$424K Buy
+11,498
New +$387K 0.02% 497
2019
Q4 		– Sell
-54
Closed -$1K – 862
2019
Q3 		$1K Buy
+54
New +$1.62K ﹤0.01% 752
2018
Q4 		– Sell
-286
Closed -$11K – 755
2018
Q3 		$11K Sell
286
-100
-26% -$4.05K ﹤0.01% 574
2018
Q2 		$16K Hold
386
– – ﹤0.01% 561
2018
Q1 		$13K Sell
386
-297
-43% -$10.3K ﹤0.01% 566
2017
Q4 		$25K Buy
683
+286
+72% +$9.93K 0.01% 527
2017
Q3 		$14K Buy
397
+297
+297% +$9.48K ﹤0.01% 306
2017
Q2 		$3K Hold
100
– – ﹤0.01% 396
2017
Q1 		$3K Sell
100
-173
-63% -$5.45K ﹤0.01% 438
2016
Q4 		$9K Buy
273
+173
+173% +$5.3K ﹤0.01% 342
2016
Q3 		$3K Hold
100
– – ﹤0.01% 415
2016
Q2 		$3K Hold
100
– – ﹤0.01% 404
2016
Q1 		$3K Hold
100
– – ﹤0.01% 422
2015
Q4 		$3K Hold
100
– – ﹤0.01% 397
2015
Q3 		$3K Hold
100
– – ﹤0.01% 360
2015
Q2 		$3K Hold
100
– – ﹤0.01% 339
2015
Q1 		$3K Buy
+100
New +$2.97K ﹤0.01% 308

Other funds holding SU

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

Avior Wealth Management's SU Position: Q2 2026 in Review

Avior Wealth Management sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 4,985 shares — an estimated $330K sold.

Avior Wealth Management first reported a position in SU in Q1 2015 and held it in 25 quarters. The position peaked at $424K in Q1 2024. 105 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Avior Wealth Management reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 4,985 Suncor Energy shares in Q2 2026, an estimated $330K.
  • Avior Wealth Management first reported a position in Suncor Energy in Q1 2015 and held it in 25 quarters.
  • Avior Wealth Management's Suncor Energy position peaked at $424K in Q1 2024.
  • 105 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.