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Beacon Pointe Advisors’s Suncor Energy SU Stock Holding History

Beacon Pointe 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
Q1 		$345K Buy
+5,226
New +$289K ﹤0.01% 1466
2024
Q2 		– Sell
-6,156
Closed -$227K – 1378
2024
Q1 		$227K Buy
+6,156
New +$207K ﹤0.01% 1215

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beacon Pointe Advisors's SU Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Suncor Energy (SU) in Q1 2026: 5,226 shares worth $345K. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in SU as recently as Q1 2024.

Beacon Pointe Advisors first reported a position in SU in Q1 2024 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Beacon Pointe Advisors held 5,226 shares of Suncor Energy worth $345K as of Q1 2026.
  • Suncor Energy was a new Beacon Pointe Advisors position in Q1 2026.
  • Suncor Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1466 holding.
  • Beacon Pointe Advisors first reported a position in Suncor Energy in Q1 2024 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.