BFSG LLC’s Suncor Energy SU Stock Holding History

BFSG LLC’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	$5.74K	Hold	107	–	–	﹤0.01%	616
2026 Q1	$7.07K	Sell	107 -140	-57%	-$7.74K	﹤0.01%	588
2025 Q4	$11K	Hold	247	–	–	﹤0.01%	536
2025 Q3	$10.3K	Hold	247	–	–	﹤0.01%	538
2025 Q2	$9.25K	Hold	247	–	–	﹤0.01%	513
2025 Q1	$9.56K	Sell	247 -141	-36%	-$5.38K	﹤0.01%	504
2024 Q4	$13.8K	Hold	388	–	–	﹤0.01%	476
2024 Q3	$14.3K	Hold	388	–	–	﹤0.01%	471
2024 Q2	$14.8K	Hold	388	–	–	﹤0.01%	445
2024 Q1	$14.3K	Buy	+388	New	+$13.1K	﹤0.01%	461

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

BFSG LLC's SU Position: Q2 2026 in Review

BFSG LLC held its Suncor Energy (SU) position steady in Q2 2026 at 107 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

BFSG LLC first reported a position in SU in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.8K in Q2 2024. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

BFSG LLC held 107 shares of Suncor Energy worth $5.74K as of Q2 2026.
BFSG LLC left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #616 holding.
BFSG LLC first reported a position in Suncor Energy in Q1 2024 and has held it in 10 quarters since.
BFSG LLC's Suncor Energy position peaked at $14.8K in Q2 2024.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.