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Brown Financial Advisors’s Suncor Energy SU Stock Holding History

Brown Financial Advisors’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
Q1 		$371K Buy
+5,619
New +$311K 0.14% 134
2024
Q3 		– Sell
-448
Closed -$17.1K – 211
2024
Q2 		$17.1K Buy
+448
New +$17.3K 0.01% 164

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Brown Financial Advisors's SU Position: Q1 2026 in Review

Brown Financial Advisors opened a new position in Suncor Energy (SU) in Q1 2026: 5,619 shares worth $371K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings. This is a return to the name: Brown Financial Advisors previously reported a position in SU as recently as Q2 2024.

Brown Financial Advisors first reported a position in SU in Q2 2024 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Brown Financial Advisors held 5,619 shares of Suncor Energy worth $371K as of Q1 2026.
  • Suncor Energy was a new Brown Financial Advisors position in Q1 2026.
  • Suncor Energy made up 0.14% of Brown Financial Advisors's portfolio in Q1 2026, its #134 holding.
  • Brown Financial Advisors first reported a position in Suncor Energy in Q2 2024 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.