Cardinal Point Capital Management’s Suncor Energy SU Stock Holding History

Cardinal Point Capital Management’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	$19.9M	Sell	370,018 -8,458	-2%	-$536K	1.13%	21
2026 Q1	$25M	Sell	378,476 -16,841	-4%	-$931K	1.53%	19
2025 Q4	$17.6M	Buy	395,317 +8,998	+2%	+$380K	1.15%	22
2025 Q3	$16.2M	Sell	386,319 -5,528	-1%	-$222K	1.13%	23
2025 Q2	$14.7M	Sell	391,847 -2,214	-0.6%	-$80.1K	1.16%	25
2025 Q1	$14.7M	Buy	+394,061	New	+$15M	1.35%	19

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

Cardinal Point Capital Management's SU Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Suncor Energy (SU) stake by 2.2% in Q2 2026, selling an estimated $536K and leaving 370,018 shares worth $19.9M. The position accounts for 1.13% of the portfolio, ranked #21.

Cardinal Point Capital Management first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $25M in Q1 2026. 753 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Cardinal Point Capital Management held 370,018 shares of Suncor Energy worth $19.9M as of Q2 2026.
Cardinal Point Capital Management sold 8,458 Suncor Energy shares in Q2 2026, an estimated $536K.
Suncor Energy made up 1.13% of Cardinal Point Capital Management's portfolio in Q2 2026, its #21 holding.
Cardinal Point Capital Management first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Suncor Energy position peaked at $25M in Q1 2026.
753 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.