Brinker Capital Investments’s Suncor Energy SU Stock Holding History

Brinker Capital Investments’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	Buy	12,507 +1,293	+12%	+$81.9K	0.01%	1353
2026 Q1	$741K	Sell	11,214 -2,771	-20%	-$153K	0.01%	1288
2025 Q4	$620K	Sell	13,985 -13,962	-50%	-$590K	﹤0.01%	1503
2025 Q3	$1.17M	Sell	27,947 -1,442	-5%	-$57.8K	0.01%	1143
2025 Q2	$1.1M	Sell	29,389 -36,169	-55%	-$1.31M	0.01%	1148
2025 Q1	$2.54M	Sell	65,558 -14,354	-18%	-$548K	0.02%	593
2024 Q4	$2.85M	Sell	79,912 -9,055	-10%	-$348K	0.03%	536
2024 Q3	$3.28M	Buy	88,967 +24,713	+38%	+$954K	0.03%	463
2024 Q2	$2.45M	Sell	64,254 -14,504	-18%	-$560K	0.03%	560
2024 Q1	$2.91M	Sell	78,758 -83,953	-52%	-$2.82M	0.03%	494
2023 Q4	$5.38M	Sell	162,711 -30,355	-16%	-$991K	0.06%	295
2023 Q3	$6.64M	Sell	193,066 -4,614	-2%	-$148K	0.08%	233
2023 Q2	$5.8M	Sell	197,680 -2,095	-1%	-$62.7K	0.06%	295
2023 Q1	$6.2M	Buy	199,775 +7,329	+4%	+$238K	0.08%	232
2022 Q4	$6.11M	Buy	192,446 +2,524	+1%	+$83K	0.12%	176
2022 Q3	$5.35M	Sell	189,922 -1,482	-0.8%	-$46.8K	0.11%	180
2022 Q2	$6.71M	Buy	191,404 +11,150	+6%	+$406K	0.13%	167
2022 Q1	$5.87M	Buy	180,254 +80,840	+81%	+$2.4M	0.09%	219
2021 Q4	$2.49M	Sell	99,414 -37,197	-27%	-$906K	0.04%	490
2021 Q3	$3.27M	Hold	136,611	–	–	0.05%	387
2021 Q2	$3.27M	Buy	136,611 +14,370	+12%	+$330K	0.04%	441
2021 Q1	$2.56M	Buy	+122,241	New	+$2.4M	0.04%	441
2020 Q4	–	Sell	-168,752	Closed	-$2.06M	–	1189
2020 Q3	$2.06M	Buy	+168,752	New	+$2.64M	0.04%	463
2020 Q1	–	Sell	-123	Closed	-$4K	–	698
2019 Q4	$4K	Sell	123 -261	-68%	-$8.15K	﹤0.01%	719
2019 Q3	$12K	Buy	384 +261	+212%	+$7.85K	﹤0.01%	555
2019 Q2	$4K	Hold	123	–	–	﹤0.01%	861
2019 Q1	$4K	Hold	123	–	–	﹤0.01%	739
2018 Q4	$3K	Hold	123	–	–	﹤0.01%	608
2018 Q3	$5K	Buy	+123	New	+$4.98K	﹤0.01%	530

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

Brinker Capital Investments's SU Position: Q2 2026 in Review

Brinker Capital Investments increased its Suncor Energy (SU) stake by 12% in Q2 2026, buying an estimated $81.9K and bringing the position to 12,507 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #1353.

Brinker Capital Investments first reported a position in SU in Q3 2018 and has held it in 29 quarters since. The position peaked at $6.71M in Q2 2022. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Brinker Capital Investments held 12,507 shares of Suncor Energy worth $671K as of Q2 2026.
Brinker Capital Investments bought 1,293 Suncor Energy shares in Q2 2026, an estimated $81.9K.
Suncor Energy made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1353 holding.
Brinker Capital Investments first reported a position in Suncor Energy in Q3 2018 and has held it in 29 quarters since.
Brinker Capital Investments's Suncor Energy position peaked at $6.71M in Q2 2022.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.