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EP Wealth Advisors’s Suncor Energy SU Stock Holding History

EP Wealth Advisors’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 		$325K Buy
6,050
+1,409
+30% +$89.2K ﹤0.01% 1244
2026
Q1 		$307K Sell
4,641
-2,168
-32% -$120K ﹤0.01% 1149
2025
Q4 		$302K Buy
+6,809
New +$288K ﹤0.01% 1131

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

EP Wealth Advisors's SU Position: Q2 2026 in Review

EP Wealth Advisors increased its Suncor Energy (SU) stake by 30% in Q2 2026, buying an estimated $89.2K and bringing the position to 6,050 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

EP Wealth Advisors first reported a position in SU in Q4 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • EP Wealth Advisors held 6,050 shares of Suncor Energy worth $325K as of Q2 2026.
  • EP Wealth Advisors bought 1,409 Suncor Energy shares in Q2 2026, an estimated $89.2K.
  • Suncor Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1244 holding.
  • EP Wealth Advisors first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.