Bell Investment Advisors’s Suncor Energy SU Stock Holding History

Bell Investment 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	$11.1K	Hold	206	–	–	﹤0.01%	676
2026 Q1	$13.6K	Hold	206	–	–	﹤0.01%	573
2025 Q4	$9.14K	Buy	206 +135	+190%	+$5.71K	﹤0.01%	728
2025 Q3	$2.97K	Buy	71 +12	+20%	+$481	﹤0.01%	1173
2025 Q2	$2.21K	Hold	59	–	–	﹤0.01%	1337
2025 Q1	$2.29K	Hold	59	–	–	﹤0.01%	1261
2024 Q4	$2.11K	Hold	59	–	–	﹤0.01%	1312
2024 Q3	$2.18K	Hold	59	–	–	﹤0.01%	1325
2024 Q2	$2.25K	Hold	59	–	–	﹤0.01%	1305
2024 Q1	$2.18K	Hold	59	–	–	﹤0.01%	1318
2023 Q4	$1.89K	Hold	59	–	–	﹤0.01%	1349
2023 Q3	$2.03K	Hold	59	–	–	﹤0.01%	1264
2023 Q2	$1.73K	Sell	59 -15	-20%	-$449	﹤0.01%	1371
2023 Q1	$2.3K	Buy	74 +15	+25%	+$488	﹤0.01%	1191
2022 Q4	$1.87K	Sell	59 -15	-20%	-$493	﹤0.01%	1326
2022 Q3	$2K	Buy	74 +15	+25%	+$474	﹤0.01%	1220
2022 Q2	$2K	Buy	+59	New	+$2.15K	﹤0.01%	1239
2021 Q4	$1K	Hold	59	–	–	﹤0.01%	1610
2021 Q3	$1K	Buy	+59	New	+$1.18K	﹤0.01%	1568

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

Bell Investment Advisors's SU Position: Q2 2026 in Review

Bell Investment Advisors held its Suncor Energy (SU) position steady in Q2 2026 at 206 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Bell Investment Advisors first reported a position in SU in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.6K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Bell Investment Advisors held 206 shares of Suncor Energy worth $11.1K as of Q2 2026.
Bell Investment Advisors left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #676 holding.
Bell Investment Advisors first reported a position in Suncor Energy in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Suncor Energy position peaked at $13.6K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.