Aviso Financial’s Suncor Energy SU Stock Holding History

Aviso 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	$7.56M	Sell	140,676 -29,028	-17%	-$1.84M	0.26%	46
2026 Q1	$11.2M	Buy	169,704 +5,010	+3%	+$277K	0.4%	39
2025 Q4	$7.31M	Buy	164,694 +3,478	+2%	+$147K	0.28%	50
2025 Q3	$6.75M	Buy	161,216 +7,473	+5%	+$300K	0.27%	53
2025 Q2	$5.76M	Sell	153,743 -8	-0%	-$289	0.26%	54
2025 Q1	$5.96M	Buy	153,751 +6,696	+5%	+$256K	0.29%	51
2024 Q4	$5.25M	Buy	147,055 +8,257	+6%	+$318K	0.27%	54
2024 Q3	$5.12M	Buy	138,798 +4,661	+3%	+$180K	0.25%	57
2024 Q2	$5.1M	Buy	+134,137	New	+$5.18M	0.28%	51

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Aviso Financial's SU Position: Q2 2026 in Review

Aviso Financial reduced its Suncor Energy (SU) stake by 17% in Q2 2026, selling an estimated $1.84M and leaving 140,676 shares worth $7.56M. The position accounts for 0.26% of the portfolio, ranked #46.

Aviso Financial first reported a position in SU in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.2M in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Aviso Financial held 140,676 shares of Suncor Energy worth $7.56M as of Q2 2026.
Aviso Financial sold 29,028 Suncor Energy shares in Q2 2026, an estimated $1.84M.
Suncor Energy made up 0.26% of Aviso Financial's portfolio in Q2 2026, its #46 holding.
Aviso Financial first reported a position in Suncor Energy in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Suncor Energy position peaked at $11.2M in Q1 2026.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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