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Cornerstone Financial Management’s Suncor Energy SU Stock Holding History

Cornerstone Financial Management’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 		$9.88K Buy
184
+98
+114% +$6.21K 0.01% 471
2026
Q1 		$5.68K Buy
86
+26
+43% +$1.44K 0.01% 447
2025
Q4 		$2.66K Buy
+60
New +$2.54K ﹤0.01% 596

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

Cornerstone Financial Management's SU Position: Q2 2026 in Review

Cornerstone Financial Management increased its Suncor Energy (SU) stake by 114% in Q2 2026, buying an estimated $6.21K and bringing the position to 184 shares worth $9.88K. The position accounts for 0.01% of the portfolio, ranked #471.

Cornerstone Financial Management first reported a position in SU in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Cornerstone Financial Management held 184 shares of Suncor Energy worth $9.88K as of Q2 2026.
  • Cornerstone Financial Management bought 98 Suncor Energy shares in Q2 2026, an estimated $6.21K.
  • Suncor Energy made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #471 holding.
  • Cornerstone Financial Management first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.