Beverly Hills Private Wealth’s Suncor Energy SU Stock Holding History

Beverly Hills Private Wealth’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	$3.1M	Sell	57,772 -2,973	-5%	-$188K	0.59%	51
2026 Q1	$4.02M	Sell	60,745 -8,000	-12%	-$442K	0.67%	43
2025 Q4	$3.05M	Sell	68,745 -6,763	-9%	-$286K	0.52%	51
2025 Q3	$3.16M	Buy	75,508 +2,756	+4%	+$111K	0.56%	48
2025 Q2	$2.72M	Buy	72,752 +4,332	+6%	+$157K	0.51%	53
2025 Q1	$2.65M	Sell	68,420 -6,233	-8%	-$238K	0.52%	49
2024 Q4	$2.66M	Buy	74,653 +3,386	+5%	+$130K	0.54%	47
2024 Q3	$2.63M	Buy	71,267 +25,947	+57%	+$1M	0.53%	49
2024 Q2	$1.73M	Buy	45,320 +16,731	+59%	+$646K	0.38%	73
2024 Q1	$1.06M	Buy	28,589 +17,003	+147%	+$572K	0.24%	99
2023 Q4	$371K	Buy	+11,586	New	+$378K	0.1%	220

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

Beverly Hills Private Wealth's SU Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Suncor Energy (SU) stake by 4.9% in Q2 2026, selling an estimated $188K and leaving 57,772 shares worth $3.1M. The position accounts for 0.59% of the portfolio, ranked #51.

Beverly Hills Private Wealth first reported a position in SU in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.02M in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Beverly Hills Private Wealth held 57,772 shares of Suncor Energy worth $3.1M as of Q2 2026.
Beverly Hills Private Wealth sold 2,973 Suncor Energy shares in Q2 2026, an estimated $188K.
Suncor Energy made up 0.59% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #51 holding.
Beverly Hills Private Wealth first reported a position in Suncor Energy in Q4 2023 and has held it in 11 quarters since.
Beverly Hills Private Wealth's Suncor Energy position peaked at $4.02M in Q1 2026.
752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.