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 Q2	$671K	Hold	12,500	–	–	0.02%	623
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 $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

Belpointe Asset Management's SU Position: Q2 2026 in Review

Belpointe Asset Management held its Suncor Energy (SU) position steady in Q2 2026 at 12,500 shares worth $671K. The position accounts for 0.02% of the portfolio, ranked #623.

Belpointe Asset Management first reported a position in SU in Q1 2019 and has held it in 11 quarters since. The position peaked at $826K in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Belpointe Asset Management held 12,500 shares of Suncor Energy worth $671K as of Q2 2026.
Belpointe Asset Management left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #623 holding.
Belpointe Asset Management first reported a position in Suncor Energy in Q1 2019 and has held it in 11 quarters since.
Belpointe Asset Management's Suncor Energy position peaked at $826K in Q1 2026.
755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.