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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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