Focus Partners Wealth
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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
Q3 		$46M Sell
680,844
-17,439
-2% -$1.13M 0.05% 320
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% 118
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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Focus Partners Wealth's SU Position: Q3 2026 in Review

Focus Partners Wealth reduced its Suncor Energy (SU) stake by 2.5% in Q3 2026, selling an estimated $1.13M and leaving 680,844 shares worth $46M. The position accounts for 0.05% of the portfolio, ranked #320.

Focus Partners Wealth first reported a position in SU in Q4 2023 and has held it in 12 quarters since. The position peaked at $59.5M in Q2 2024. 645 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Focus Partners Wealth held 680,844 shares of Suncor Energy worth $46M as of Q3 2026.
  • Focus Partners Wealth sold 17,439 Suncor Energy shares in Q3 2026, an estimated $1.13M.
  • Suncor Energy made up 0.05% of Focus Partners Wealth's portfolio in Q3 2026, its #320 holding.
  • Focus Partners Wealth first reported a position in Suncor Energy in Q4 2023 and has held it in 12 quarters since.
  • Focus Partners Wealth's Suncor Energy position peaked at $59.5M in Q2 2024.
  • 645 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.