Concord Wealth Partners’s Suncor Energy SU Stock Holding History

Concord Wealth Partners’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	$10.7K	Buy	+200	New	+$12.7K	﹤0.01%	561
2026 Q1	–	Sell	-200	Closed	-$8.87K	–	713
2025 Q4	$8.87K	Hold	200	–	–	﹤0.01%	556
2025 Q3	$8.36K	Hold	200	–	–	﹤0.01%	559
2025 Q2	$7.49K	Hold	200	–	–	﹤0.01%	577
2025 Q1	$7.74K	Hold	200	–	–	﹤0.01%	537
2024 Q4	$7.14K	Hold	200	–	–	﹤0.01%	560
2024 Q3	$7.38K	Hold	200	–	–	﹤0.01%	586
2024 Q2	$7.62K	Hold	200	–	–	﹤0.01%	537
2024 Q1	$7.38K	Hold	200	–	–	﹤0.01%	603
2023 Q4	$6.41K	Sell	200 -84	-30%	-$2.74K	﹤0.01%	612
2023 Q3	$9.76K	Hold	284	–	–	﹤0.01%	621
2023 Q2	$8.33K	Buy	284 +27	+11%	+$807	﹤0.01%	631
2023 Q1	$7.98K	Hold	257	–	–	﹤0.01%	619
2022 Q4	$8.15K	Buy	+257	New	+$8.45K	﹤0.01%	664
2022 Q3	–	Sell	-367	Closed	-$13K	–	1022
2022 Q2	$13K	Sell	367 -1,114	-75%	-$40.6K	﹤0.01%	637
2022 Q1	$48K	Sell	1,481 -1,338	-47%	-$39.7K	0.01%	452
2021 Q4	$71K	Buy	2,819 +1,454	+107%	+$35.4K	0.02%	379
2021 Q3	$28K	Sell	1,365 -1,738	-56%	-$34.8K	0.01%	319
2021 Q2	$74K	Buy	3,103 +302	+11%	+$6.93K	0.02%	284
2021 Q1	$59K	Buy	+2,801	New	+$54.9K	0.02%	309

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

Concord Wealth Partners's SU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Suncor Energy (SU) in Q2 2026: 200 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SU as recently as Q4 2025.

Concord Wealth Partners first reported a position in SU in Q1 2021 and has held it in 20 quarters since. The position peaked at $74K in Q2 2021. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Concord Wealth Partners held 200 shares of Suncor Energy worth $10.7K as of Q2 2026.
Suncor Energy was a new Concord Wealth Partners position in Q2 2026.
Suncor Energy made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #561 holding.
Concord Wealth Partners first reported a position in Suncor Energy in Q1 2021 and has held it in 20 quarters since.
Concord Wealth Partners's Suncor Energy position peaked at $74K in Q2 2021.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.