BOK Financial Private Wealth’s Suncor Energy SU Stock Holding History

BOK Financial 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	$3.54K	Buy	+66	New	+$4.18K	﹤0.01%	543
2017 Q3	–	Sell	-8,839	Closed	-$258K	–	142
2017 Q2	$258K	Hold	8,839	–	–	0.04%	106
2017 Q1	$272K	Hold	8,839	–	–	0.04%	111
2016 Q4	$289K	Hold	8,839	–	–	0.04%	111
2016 Q3	$246K	Hold	8,839	–	–	0.04%	126
2016 Q2	$245K	Buy	8,839 +1,000	+13%	+$27.4K	0.04%	117
2016 Q1	$218K	Hold	7,839	–	–	0.04%	70
2015 Q4	$202K	Hold	7,839	–	–	0.03%	74
2015 Q3	$209K	Buy	+7,839	New	+$210K	0.04%	71

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

BOK Financial Private Wealth's SU Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Suncor Energy (SU) in Q2 2026: 66 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in SU as recently as Q2 2017.

BOK Financial Private Wealth first reported a position in SU in Q3 2015 and has held it in 9 quarters since. The position peaked at $289K in Q4 2016. 756 funds tracked by Wall St. Rank hold SU as of Q2 2026.

BOK Financial Private Wealth held 66 shares of Suncor Energy worth $3.54K as of Q2 2026.
Suncor Energy was a new BOK Financial Private Wealth position in Q2 2026.
Suncor Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #543 holding.
BOK Financial Private Wealth first reported a position in Suncor Energy in Q3 2015 and has held it in 9 quarters since.
BOK Financial Private Wealth's Suncor Energy position peaked at $289K in Q4 2016.
756 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.