Colonial Trust’s Suncor Energy SU Stock Holding History

Colonial Trust’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	$31.6K	Hold	588	–	–	﹤0.01%	599
2026 Q1	$38.9K	Hold	588	–	–	0.01%	575
2025 Q4	$26.1K	Hold	588	–	–	﹤0.01%	644
2025 Q3	$24.6K	Hold	588	–	–	﹤0.01%	645
2025 Q2	$22K	Hold	588	–	–	﹤0.01%	662
2025 Q1	$22.8K	Sell	588 -130	-18%	-$4.96K	﹤0.01%	668
2024 Q4	$25.6K	Sell	718 -1	-0.1%	-$38	﹤0.01%	734
2024 Q3	$26.5K	Hold	719	–	–	﹤0.01%	661
2024 Q2	$27.4K	Buy	719 +588	+449%	+$22.7K	﹤0.01%	612
2024 Q1	$4.78K	Buy	131 +26	+25%	+$875	﹤0.01%	831
2023 Q4	$3.35K	Hold	105	–	–	﹤0.01%	838
2023 Q3	$3.59K	Buy	+105	New	+$3.37K	﹤0.01%	825

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

Colonial Trust's SU Position: Q2 2026 in Review

Colonial Trust held its Suncor Energy (SU) position steady in Q2 2026 at 588 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Colonial Trust first reported a position in SU in Q3 2023 and has held it in 12 quarters since. The position peaked at $38.9K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Colonial Trust held 588 shares of Suncor Energy worth $31.6K as of Q2 2026.
Colonial Trust left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #599 holding.
Colonial Trust first reported a position in Suncor Energy in Q3 2023 and has held it in 12 quarters since.
Colonial Trust's Suncor Energy position peaked at $38.9K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.