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 Q2	$37.5M	Sell	698,283 -30,225	-4%	-$1.91M	0.04%	374
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 $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

Focus Partners Wealth's SU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Suncor Energy (SU) stake by 4.1% in Q2 2026, selling an estimated $1.91M and leaving 698,283 shares worth $37.5M. The position accounts for 0.04% of the portfolio, ranked #374.

Focus Partners Wealth first reported a position in SU in Q4 2023 and has held it in 11 quarters since. The position peaked at $59.5M in Q2 2024. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Focus Partners Wealth held 698,283 shares of Suncor Energy worth $37.5M as of Q2 2026.
Focus Partners Wealth sold 30,225 Suncor Energy shares in Q2 2026, an estimated $1.91M.
Suncor Energy made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #374 holding.
Focus Partners Wealth first reported a position in Suncor Energy in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Suncor Energy position peaked at $59.5M in Q2 2024.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.