Callan Family Office’s Suncor Energy SU Stock Holding History

Callan Family Office’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	$408K	Buy	7,601 +41	+0.5%	+$2.6K	0.01%	885
2026 Q1	$500K	Sell	7,560 -570	-7%	-$31.5K	0.01%	771
2025 Q4	$361K	Buy	+8,130	New	+$344K	0.01%	872

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

Callan Family Office's SU Position: Q2 2026 in Review

Callan Family Office increased its Suncor Energy (SU) stake by 0.54% in Q2 2026, buying an estimated $2.6K and bringing the position to 7,601 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #885.

Callan Family Office first reported a position in SU in Q4 2025 and has held it in 3 quarters since. The position peaked at $500K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Callan Family Office held 7,601 shares of Suncor Energy worth $408K as of Q2 2026.
Callan Family Office bought 41 Suncor Energy shares in Q2 2026, an estimated $2.6K.
Suncor Energy made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #885 holding.
Callan Family Office first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
Callan Family Office's Suncor Energy position peaked at $500K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.