FFA
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Farther Finance Advisors’s Suncor Energy SU Stock Holding History

Farther Finance 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
Q3 		$499K Buy
7,356
+346
+5% +$22.5K ﹤0.01% 1594
2026
Q2 		$376K Buy
7,010
+311
+5% +$19.7K ﹤0.01% 1764
2026
Q1 		$435K Buy
6,699
+488
+8% +$27K ﹤0.01% 1503
2025
Q4 		$276K Buy
6,211
+1,183
+24% +$50K ﹤0.01% 1701
2025
Q3 		$210K Buy
5,028
+837
+20% +$33.6K ﹤0.01% 1581
2025
Q2 		$157K Sell
4,191
-860
-17% -$31.1K ﹤0.01% 1519
2025
Q1 		$197K Sell
5,051
-1,241
-20% -$47.4K 0.01% 1230
2024
Q4 		$224K Buy
6,292
+1,524
+32% +$58.6K 0.01% 936
2024
Q3 		$176K Buy
4,768
+100
+2% +$3.86K 0.01% 1038
2024
Q2 		$178K Buy
4,668
+3,181
+214% +$123K 0.01% 890
2024
Q1 		$55.5K Buy
1,487
+273
+22% +$9.19K ﹤0.01% 1150
2023
Q4 		$38.9K Buy
1,214
+801
+194% +$26.2K ﹤0.01% 1126
2023
Q3 		$14.2K Buy
413
+236
+133% +$7.57K ﹤0.01% 1186
2023
Q2 		$5.19K Hold
177
– – ﹤0.01% 1417
2023
Q1 		$5.5K Hold
177
– – ﹤0.01% 1316
2022
Q4 		$5.62K Buy
+177
New +$5.82K ﹤0.01% 1127

Other funds holding SU

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Farther Finance Advisors's SU Position: Q3 2026 in Review

Farther Finance Advisors increased its Suncor Energy (SU) stake by 4.9% in Q3 2026, buying an estimated $22.5K and bringing the position to 7,356 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Farther Finance Advisors first reported a position in SU in Q4 2022 and has held it in 16 quarters since. 23 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Farther Finance Advisors held 7,356 shares of Suncor Energy worth $499K as of Q3 2026.
  • Farther Finance Advisors bought 346 Suncor Energy shares in Q3 2026, an estimated $22.5K.
  • Suncor Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1594 holding.
  • Farther Finance Advisors first reported a position in Suncor Energy in Q4 2022 and has held it in 16 quarters since.
  • 23 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.