Charles Schwab’s Suncor Energy SU Stock Holding History

Charles Schwab’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	$279M	Buy	5,187,721 +170,275	+3%	+$10.8M	0.04%	367
2026 Q1	$331M	Buy	5,017,446 +139,047	+3%	+$7.69M	0.05%	289
2025 Q4	$217M	Buy	4,878,399 +120,163	+3%	+$5.08M	0.03%	387
2025 Q3	$199M	Buy	4,758,236 +67,106	+1%	+$2.69M	0.03%	412
2025 Q2	$175M	Buy	4,691,130 +194,124	+4%	+$7.02M	0.03%	443
2025 Q1	$174M	Buy	4,497,006 +39,681	+0.9%	+$1.51M	0.03%	423
2024 Q4	$159M	Buy	4,457,325 +99,669	+2%	+$3.83M	0.03%	453
2024 Q3	$161M	Buy	4,357,656 +169,916	+4%	+$6.56M	0.03%	444
2024 Q2	$160M	Buy	+4,187,740	New	+$162M	0.03%	448

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

Charles Schwab's SU Position: Q2 2026 in Review

Charles Schwab increased its Suncor Energy (SU) stake by 3.4% in Q2 2026, buying an estimated $10.8M and bringing the position to 5,187,721 shares worth $279M. The position accounts for 0.04% of the portfolio, ranked #367.

Charles Schwab first reported a position in SU in Q2 2024 and has held it in 9 quarters since. The position peaked at $331M in Q1 2026. 751 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Charles Schwab held 5,187,721 shares of Suncor Energy worth $279M as of Q2 2026.
Charles Schwab bought 170,275 Suncor Energy shares in Q2 2026, an estimated $10.8M.
Suncor Energy made up 0.04% of Charles Schwab's portfolio in Q2 2026, its #367 holding.
Charles Schwab first reported a position in Suncor Energy in Q2 2024 and has held it in 9 quarters since.
Charles Schwab's Suncor Energy position peaked at $331M in Q1 2026.
751 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.