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Concurrent Investment Advisors’s Suncor Energy SU Stock Holding History

Concurrent Investment Advisors’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 		$220K Buy
4,102
+1,022
+33% +$64.7K ﹤0.01% 1884
2026
Q1 		$204K Buy
+3,080
New +$170K ﹤0.01% 1742

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Concurrent Investment Advisors's SU Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Suncor Energy (SU) stake by 33% in Q2 2026, buying an estimated $64.7K and bringing the position to 4,102 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Concurrent Investment Advisors first reported a position in SU in Q1 2026 and has held it in 2 quarters since. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Concurrent Investment Advisors held 4,102 shares of Suncor Energy worth $220K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,022 Suncor Energy shares in Q2 2026, an estimated $64.7K.
  • Suncor Energy made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1884 holding.
  • Concurrent Investment Advisors first reported a position in Suncor Energy in Q1 2026 and has held it in 2 quarters since.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.