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 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 $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

Frank Rimerman Advisors's SU Position: Q1 2026 in Review

Frank Rimerman Advisors held its Suncor Energy (SU) position steady in Q1 2026 at 19,787 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #194.

Frank Rimerman Advisors first reported a position in SU in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.32M in Q2 2024. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Frank Rimerman Advisors held 19,787 shares of Suncor Energy worth $1.31M as of Q1 2026.
Frank Rimerman Advisors left its Suncor Energy share count unchanged in Q1 2026.
Suncor Energy made up 0.09% of Frank Rimerman Advisors's portfolio in Q1 2026, its #194 holding.
Frank Rimerman Advisors first reported a position in Suncor Energy in Q2 2022 and has held it in 11 quarters since.
Frank Rimerman Advisors's Suncor Energy position peaked at $1.32M in Q2 2024.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.