Focus Partners Wealth’s Suncor Energy SU Stock Holding History

Focus Partners Wealth’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	$48.2M	Sell	728,508 -10,574	-1%	-$584K	0.05%	295
2025 Q4	$32.7M	Sell	739,082 -35,812	-5%	-$1.51M	0.04%	377
2025 Q3	$32.4M	Sell	774,894 -9,953	-1%	-$399K	0.05%	292
2025 Q2	$29.4M	Sell	784,847 -12,120	-2%	-$438K	0.06%	277
2025 Q1	$30.9M	Buy	796,967 +10,458	+1%	+$399K	0.08%	245
2024 Q4	$28.1M	Sell	786,509 -39,715	-5%	-$1.53M	0.07%	250
2024 Q3	$30.6M	Sell	826,224 -734,410	-47%	-$28.4M	0.1%	203
2024 Q2	$59.5M	Buy	1,560,634 +704,702	+82%	+$27.2M	0.2%	117
2024 Q1	$31.6M	Buy	855,932 +68,186	+9%	+$2.29M	0.26%	101
2023 Q4	$25.2M	Buy	+787,746	New	+$25.7M	0.33%	82

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

Focus Partners Wealth's SU Position: Q1 2026 in Review

Focus Partners Wealth reduced its Suncor Energy (SU) stake by 1.4% in Q1 2026, selling an estimated $584K and leaving 728,508 shares worth $48.2M. The position accounts for 0.05% of the portfolio, ranked #295.

Focus Partners Wealth first reported a position in SU in Q4 2023 and has held it in 10 quarters since. The position peaked at $59.5M in Q2 2024. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Focus Partners Wealth held 728,508 shares of Suncor Energy worth $48.2M as of Q1 2026.
Focus Partners Wealth sold 10,574 Suncor Energy shares in Q1 2026, an estimated $584K.
Suncor Energy made up 0.05% of Focus Partners Wealth's portfolio in Q1 2026, its #295 holding.
Focus Partners Wealth first reported a position in Suncor Energy in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Suncor Energy position peaked at $59.5M in Q2 2024.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.