COMPASS FINANCIAL MANAGEMENT LLC’s Suncor Energy SU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$3.74K	Buy	+58	New	+$3.67K	﹤0.01%	1235

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Suncor Energy (SU) in Q2 2026: 58 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 58 shares of Suncor Energy worth $3.74K as of Q2 2026.
Suncor Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Suncor Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1235 holding.
509 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.