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Carter Financial Group’s Suncor Energy SU Stock Holding History

Carter Financial Group’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 		$203K Buy
+3,790
New +$240K 0.11% 129

Other funds holding SU

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Carter Financial Group's SU Position: Q2 2026 in Review

Carter Financial Group opened a new position in Suncor Energy (SU) in Q2 2026: 3,790 shares worth $203K. The stake represents 0.11% of the portfolio and ranks #129 among its holdings.

247 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Carter Financial Group held 3,790 shares of Suncor Energy worth $203K as of Q2 2026.
  • Suncor Energy was a new Carter Financial Group position in Q2 2026.
  • Suncor Energy made up 0.11% of Carter Financial Group's portfolio in Q2 2026, its #129 holding.
  • 247 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.