Bare Financial Services
SU icon

Bare Financial Services’s Suncor Energy SU Stock Holding History

Bare Financial 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
2026
Q3 		$13.3K Sell
196
-9
-4% -$586 ﹤0.01% 476
2026
Q2 		$11K Buy
205
+102
+99% +$6.46K ﹤0.01% 548
2026
Q1 		$6.81K Buy
103
+21
+26% +$1.16K ﹤0.01% 519
2025
Q4 		$3.64K Buy
82
+9
+12% +$380 ﹤0.01% 651
2025
Q3 		$3.05K Hold
73
– – ﹤0.01% 702
2025
Q2 		$2.73K Buy
+73
New +$2.64K ﹤0.01% 697

Other funds holding SU

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 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

Bare Financial Services's SU Position: Q3 2026 in Review

Bare Financial Services reduced its Suncor Energy (SU) stake by 4.4% in Q3 2026, selling an estimated $586 and leaving 196 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Bare Financial Services first reported a position in SU in Q2 2025 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Bare Financial Services held 196 shares of Suncor Energy worth $13.3K as of Q3 2026.
  • Bare Financial Services sold 9 Suncor Energy shares in Q3 2026, an estimated $586.
  • Suncor Energy made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #476 holding.
  • Bare Financial Services first reported a position in Suncor Energy in Q2 2025 and has held it in 6 quarters since.
  • 397 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.