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 Q2	$4.1M	Sell	76,313 -35,201	-32%	-$2.23M	0.15%	98
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

First Foundation Advisors's SU Position: Q2 2026 in Review

First Foundation Advisors reduced its Suncor Energy (SU) stake by 32% in Q2 2026, selling an estimated $2.23M and leaving 76,313 shares worth $4.1M. The position accounts for 0.15% of the portfolio, ranked #98.

First Foundation Advisors first reported a position in SU in Q2 2013 and has held it in 16 quarters since. The position peaked at $27.4M in Q3 2023. 753 funds tracked by Wall St. Rank hold SU as of Q2 2026.

First Foundation Advisors held 76,313 shares of Suncor Energy worth $4.1M as of Q2 2026.
First Foundation Advisors sold 35,201 Suncor Energy shares in Q2 2026, an estimated $2.23M.
Suncor Energy made up 0.15% of First Foundation Advisors's portfolio in Q2 2026, its #98 holding.
First Foundation Advisors first reported a position in Suncor Energy in Q2 2013 and has held it in 16 quarters since.
First Foundation Advisors's Suncor Energy position peaked at $27.4M in Q3 2023.
753 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.