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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
Q2 		$222K Sell
4,134
-359
-8% -$22.7K ﹤0.01% 803
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 $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

Crestwood Advisors Group's SU Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Suncor Energy (SU) stake by 8% in Q2 2026, selling an estimated $22.7K and leaving 4,134 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Crestwood Advisors Group first reported a position in SU in Q1 2017 and has held it in 3 quarters since. The position peaked at $297K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Crestwood Advisors Group held 4,134 shares of Suncor Energy worth $222K as of Q2 2026.
  • Crestwood Advisors Group sold 359 Suncor Energy shares in Q2 2026, an estimated $22.7K.
  • Suncor Energy made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #803 holding.
  • Crestwood Advisors Group first reported a position in Suncor Energy in Q1 2017 and has held it in 3 quarters since.
  • Crestwood Advisors Group's Suncor Energy position peaked at $297K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.