Forum Financial Management’s Suncor Energy SU Stock Holding History

Forum Financial Management’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	–	Sell	-9,688	Closed	-$430K	–	905
2025 Q4	$430K	Buy	9,688 +70	+0.7%	+$2.96K	0.01%	555
2025 Q3	$402K	Hold	9,618	–	–	0.01%	569
2025 Q2	$360K	Hold	9,618	–	–	0.01%	562
2025 Q1	$372K	Hold	9,618	–	–	0.01%	482
2024 Q4	$343K	Buy	9,618 +4,026	+72%	+$155K	0.01%	537
2024 Q3	$206K	Hold	5,592	–	–	﹤0.01%	711
2024 Q2	$213K	Sell	5,592 -5	-0.1%	-$193	﹤0.01%	651
2024 Q1	$207K	Buy	+5,597	New	+$188K	﹤0.01%	691
2023 Q1	–	Sell	-7,276	Closed	-$231K	–	639
2022 Q4	$231K	Buy	7,276 +3	+0%	+$99	0.01%	490
2022 Q3	$205K	Hold	7,273	–	–	0.01%	491
2022 Q2	$255K	Hold	7,273	–	–	0.01%	420
2022 Q1	$237K	Buy	+7,273	New	+$216K	0.01%	494

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

Forum Financial Management's SU Position: Q1 2026 in Review

Forum Financial Management sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 9,688 shares — an estimated $430K sold.

Forum Financial Management first reported a position in SU in Q1 2022 and held it in 12 quarters. The position peaked at $430K in Q4 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Forum Financial Management reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 9,688 Suncor Energy shares in Q1 2026, an estimated $430K.
Forum Financial Management first reported a position in Suncor Energy in Q1 2022 and held it in 12 quarters.
Forum Financial Management's Suncor Energy position peaked at $430K in Q4 2025.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.