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Copley Financial Group’s Suncor Energy SU Stock Holding History

Copley Financial Group’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 		– Sell
-3,169
Closed -$210K – 123
2026
Q1 		$210K Buy
+3,169
New +$175K 0.13% 113

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

Copley Financial Group's SU Position: Q2 2026 in Review

Copley Financial Group sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 3,169 shares — an estimated $210K sold.

Copley Financial Group first reported a position in SU in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Copley Financial Group reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
  • Copley Financial Group sold 3,169 Suncor Energy shares in Q2 2026, an estimated $210K.
  • Copley Financial Group first reported a position in Suncor Energy in Q1 2026 and held it in 1 quarter.
  • Copley Financial Group's Suncor Energy position peaked at $210K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.