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 Q2	$288K	Sell	5,366 -253	-5%	-$16K	0.1%	169
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 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

Brown Financial Advisors's SU Position: Q2 2026 in Review

Brown Financial Advisors reduced its Suncor Energy (SU) stake by 4.5% in Q2 2026, selling an estimated $16K and leaving 5,366 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #169.

Brown Financial Advisors first reported a position in SU in Q2 2024 and has held it in 3 quarters since. The position peaked at $371K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Brown Financial Advisors held 5,366 shares of Suncor Energy worth $288K as of Q2 2026.
Brown Financial Advisors sold 253 Suncor Energy shares in Q2 2026, an estimated $16K.
Suncor Energy made up 0.1% of Brown Financial Advisors's portfolio in Q2 2026, its #169 holding.
Brown Financial Advisors first reported a position in Suncor Energy in Q2 2024 and has held it in 3 quarters since.
Brown Financial Advisors's Suncor Energy position peaked at $371K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.