Concurrent Investment Advisors
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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
Q3 		$1.15M Buy
16,934
+12,832
+313% +$835K 0.01% 1087
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Concurrent Investment Advisors's SU Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Suncor Energy (SU) stake by 313% in Q3 2026, buying an estimated $835K and bringing the position to 16,934 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1087.

Concurrent Investment Advisors first reported a position in SU in Q1 2026 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Concurrent Investment Advisors held 16,934 shares of Suncor Energy worth $1.15M as of Q3 2026.
  • Concurrent Investment Advisors bought 12,832 Suncor Energy shares in Q3 2026, an estimated $835K.
  • Suncor Energy made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1087 holding.
  • Concurrent Investment Advisors first reported a position in Suncor Energy in Q1 2026 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.