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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
Q2 		$259K Sell
4,817
-409
-8% -$25.9K ﹤0.01% 1686
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 $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

Beacon Pointe Advisors's SU Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Suncor Energy (SU) stake by 7.8% in Q2 2026, selling an estimated $25.9K and leaving 4,817 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Beacon Pointe Advisors first reported a position in SU in Q1 2024 and has held it in 3 quarters since. The position peaked at $345K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Beacon Pointe Advisors held 4,817 shares of Suncor Energy worth $259K as of Q2 2026.
  • Beacon Pointe Advisors sold 409 Suncor Energy shares in Q2 2026, an estimated $25.9K.
  • Suncor Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1686 holding.
  • Beacon Pointe Advisors first reported a position in Suncor Energy in Q1 2024 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Suncor Energy position peaked at $345K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.