Compass Financial Management’s Suncor Energy SU Stock Holding History

Compass Financial 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	$3.74K	Buy	+58	New	+$3.67K	﹤0.01%	1235

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Compass Financial Management's SU Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.