Frank Rimerman Advisors’s Suncor Energy SU Stock Holding History

Frank Rimerman 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	$1.07M	Buy	19,909 +122	+0.6%	+$7.73K	0.06%	238
2026 Q1	$1.31M	Hold	19,787	–	–	0.09%	194
2025 Q4	$878K	Buy	19,787 +27	+0.1%	+$1.14K	0.06%	255
2025 Q3	$826K	Buy	19,760 +3	+0%	+$120	0.05%	258
2025 Q2	$740K	Buy	+19,757	New	+$714K	0.05%	271
2024 Q4	–	Sell	-35,554	Closed	-$1.31M	–	559
2024 Q3	$1.31M	Buy	35,554 +1,021	+3%	+$39.4K	0.09%	175
2024 Q2	$1.32M	Buy	+34,533	New	+$1.33M	0.09%	170
2023 Q3	–	Sell	-7,924	Closed	-$232K	–	110
2023 Q2	$232K	Sell	7,924 -53	-0.7%	-$1.58K	0.06%	98
2023 Q1	$248K	Sell	7,977 -51	-0.6%	-$1.66K	0.07%	92
2022 Q4	$255K	Sell	8,028 -47	-0.6%	-$1.54K	0.08%	81
2022 Q3	$227K	Buy	8,075 +306	+4%	+$9.67K	0.08%	80
2022 Q2	$272K	Buy	+7,769	New	+$283K	0.1%	71

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

Frank Rimerman Advisors's SU Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Suncor Energy (SU) stake by 0.62% in Q2 2026, buying an estimated $7.73K and bringing the position to 19,909 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #238.

Frank Rimerman Advisors first reported a position in SU in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.32M in Q2 2024. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Frank Rimerman Advisors held 19,909 shares of Suncor Energy worth $1.07M as of Q2 2026.
Frank Rimerman Advisors bought 122 Suncor Energy shares in Q2 2026, an estimated $7.73K.
Suncor Energy made up 0.06% of Frank Rimerman Advisors's portfolio in Q2 2026, its #238 holding.
Frank Rimerman Advisors first reported a position in Suncor Energy in Q2 2022 and has held it in 12 quarters since.
Frank Rimerman Advisors's Suncor Energy position peaked at $1.32M in Q2 2024.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.