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Crestwood Advisors Group’s Suncor Energy SU Stock Holding History

Crestwood Advisors 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
Q1 		$297K Buy
+4,493
New +$248K 0.01% 578
2017
Q2 		– Sell
-175
Closed -$6K – 387
2017
Q1 		$6K Buy
+175
New +$5.51K ﹤0.01% 467

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Crestwood Advisors Group's SU Position: Q1 2026 in Review

Crestwood Advisors Group opened a new position in Suncor Energy (SU) in Q1 2026: 4,493 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in SU as recently as Q1 2017.

Crestwood Advisors Group first reported a position in SU in Q1 2017 and has held it in 2 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Crestwood Advisors Group held 4,493 shares of Suncor Energy worth $297K as of Q1 2026.
  • Suncor Energy was a new Crestwood Advisors Group position in Q1 2026.
  • Suncor Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #578 holding.
  • Crestwood Advisors Group first reported a position in Suncor Energy in Q1 2017 and has held it in 2 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.