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Corient IA’s Suncor Energy SU Stock Holding History

Corient IA’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 		$106K Sell
1,980
-3,980
-67% -$252K 0.1% 218
2026
Q1 		$394K Hold
5,960
– – 0.37% 96
2025
Q4 		$264K Sell
5,960
-4,040
-40% -$171K 0.25% 169
2025
Q3 		$418K Hold
10,000
– – 0.31% 127
2025
Q2 		$375K Hold
10,000
– – 0.22% 182
2025
Q1 		$387K Buy
+10,000
New +$382K 0.28% 148

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

Corient IA's SU Position: Q2 2026 in Review

Corient IA reduced its Suncor Energy (SU) stake by 67% in Q2 2026, selling an estimated $252K and leaving 1,980 shares worth $106K. The position accounts for 0.1% of the portfolio, ranked #218.

Corient IA first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $418K in Q3 2025. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Corient IA held 1,980 shares of Suncor Energy worth $106K as of Q2 2026.
  • Corient IA sold 3,980 Suncor Energy shares in Q2 2026, an estimated $252K.
  • Suncor Energy made up 0.1% of Corient IA's portfolio in Q2 2026, its #218 holding.
  • Corient IA first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Suncor Energy position peaked at $418K in Q3 2025.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.