Belpointe Asset Management’s Suncor Energy SU Stock Holding History

Belpointe Asset Management’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	$826K	Buy	+12,500	New	+$691K	0.03%	526
2023 Q2	–	Sell	-5,910	Closed	-$183K	–	3041
2023 Q1	$183K	Sell	5,910 -312	-5%	-$10.1K	0.01%	981
2022 Q4	$197K	Sell	6,222 -1,219	-16%	-$40.1K	0.01%	902
2022 Q3	$210K	Sell	7,441 -41	-0.5%	-$1.29K	0.01%	812
2022 Q2	$263K	Sell	7,482 -353	-5%	-$12.9K	0.02%	726
2022 Q1	$255K	Sell	7,835 -2,750	-26%	-$81.6K	0.02%	801
2021 Q4	$264K	Buy	10,585 +2,481	+31%	+$60.4K	0.02%	771
2021 Q3	$168K	Sell	8,104 -466	-5%	-$9.32K	0.01%	928
2021 Q2	$205K	Buy	+8,570	New	+$197K	0.01%	828
2019 Q2	–	Sell	-3,575	Closed	-$116K	–	651
2019 Q1	$116K	Buy	+3,575	New	+$116K	0.02%	413

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Belpointe Asset Management's SU Position: Q1 2026 in Review

Belpointe Asset Management opened a new position in Suncor Energy (SU) in Q1 2026: 12,500 shares worth $826K. The stake represents 0.03% of the portfolio and ranks #526 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in SU as recently as Q1 2023.

Belpointe Asset Management first reported a position in SU in Q1 2019 and has held it in 10 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Belpointe Asset Management held 12,500 shares of Suncor Energy worth $826K as of Q1 2026.
Suncor Energy was a new Belpointe Asset Management position in Q1 2026.
Suncor Energy made up 0.03% of Belpointe Asset Management's portfolio in Q1 2026, its #526 holding.
Belpointe Asset Management first reported a position in Suncor Energy in Q1 2019 and has held it in 10 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.