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Basecamp Wealth Advisors’s Suncor Energy SU Stock Holding History

Basecamp Wealth Advisors’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 		$120K Sell
2,242
-3
-0.1% -$190 0.02% 355
2026
Q1 		$148K Hold
2,245
– – 0.03% 311
2025
Q4 		$99.6K Buy
+2,245
New +$94.9K 0.02% 378

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Basecamp Wealth Advisors's SU Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Suncor Energy (SU) stake by 0.13% in Q2 2026, selling an estimated $190 and leaving 2,242 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #355.

Basecamp Wealth Advisors first reported a position in SU in Q4 2025 and has held it in 3 quarters since. The position peaked at $148K in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Basecamp Wealth Advisors held 2,242 shares of Suncor Energy worth $120K as of Q2 2026.
  • Basecamp Wealth Advisors sold 3 Suncor Energy shares in Q2 2026, an estimated $190.
  • Suncor Energy made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #355 holding.
  • Basecamp Wealth Advisors first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Suncor Energy position peaked at $148K in Q1 2026.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.