First Foundation Advisors’s Suncor Energy SU Stock Holding History

First Foundation 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	$7.37M	Sell	111,514 -138,457	-55%	-$7.65M	0.3%	59
2025 Q4	$11.1M	Sell	249,971 -115,731	-32%	-$4.89M	0.42%	45
2025 Q3	$15.3M	Sell	365,702 -58,668	-14%	-$2.35M	0.57%	36
2025 Q2	$15.9M	Sell	424,370 -29,692	-7%	-$1.07M	0.59%	37
2025 Q1	$17.6M	Sell	454,062 -51,665	-10%	-$1.97M	0.72%	32
2024 Q4	$18M	Sell	505,727 -24,969	-5%	-$961K	0.68%	32
2024 Q3	$19.6M	Sell	530,696 -39,858	-7%	-$1.54M	0.74%	30
2024 Q2	$21.7M	Sell	570,554 -30,073	-5%	-$1.16M	0.83%	30
2024 Q1	$22.2M	Sell	600,627 -33,851	-5%	-$1.14M	0.89%	27
2023 Q4	$20.3M	Sell	634,478 -163,878	-21%	-$5.35M	0.93%	26
2023 Q3	$27.4M	Sell	798,356 -58,277	-7%	-$1.87M	1.28%	16
2023 Q2	$25.1M	Buy	856,633 +21,346	+3%	+$638K	1.09%	17
2023 Q1	$25.9M	Buy	835,287 +343,609	+70%	+$11.2M	1.19%	17
2022 Q4	$15.6M	Buy	+491,678	New	+$16.2M	0.75%	36
2013 Q3	–	Sell	-184,246	Closed	-$5.43M	–	178
2013 Q2	$5.43M	Buy	+184,246	New	+$5.55M	1.06%	34

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Foundation Advisors's SU Position: Q1 2026 in Review

First Foundation Advisors reduced its Suncor Energy (SU) stake by 55% in Q1 2026, selling an estimated $7.65M and leaving 111,514 shares worth $7.37M. The position accounts for 0.3% of the portfolio, ranked #59.

First Foundation Advisors first reported a position in SU in Q2 2013 and has held it in 15 quarters since. The position peaked at $27.4M in Q3 2023. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

First Foundation Advisors held 111,514 shares of Suncor Energy worth $7.37M as of Q1 2026.
First Foundation Advisors sold 138,457 Suncor Energy shares in Q1 2026, an estimated $7.65M.
Suncor Energy made up 0.3% of First Foundation Advisors's portfolio in Q1 2026, its #59 holding.
First Foundation Advisors first reported a position in Suncor Energy in Q2 2013 and has held it in 15 quarters since.
First Foundation Advisors's Suncor Energy position peaked at $27.4M in Q3 2023.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.