Golden State Wealth Management’s Suncor Energy SU Stock Holding History

Golden State Wealth 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 Q2	$57.2K	Buy	1,065 +2	+0.2%	+$127	0.01%	694
2026 Q1	$70.3K	Buy	1,063 +2	+0.2%	+$111	0.01%	596
2025 Q4	$47.1K	Buy	1,061 +3	+0.3%	+$127	0.01%	708
2025 Q3	$44.2K	Hold	1,058	–	–	﹤0.01%	706
2025 Q2	$39.6K	Sell	1,058 -36	-3%	-$1.3K	﹤0.01%	700
2025 Q1	$42.4K	Hold	1,094	–	–	0.01%	628
2024 Q4	$39K	Buy	+1,094	New	+$42.1K	0.01%	626
2020 Q2	–	Sell	-600	Closed	-$9K	–	844
2020 Q1	$9K	Buy	+600	New	+$15.7K	﹤0.01%	646
2019 Q4	–	Sell	-810	Closed	-$26K	–	822
2019 Q3	$26K	Buy	810 +293	+57%	+$8.81K	0.01%	569
2019 Q2	$16K	Sell	517 -180	-26%	-$5.76K	0.01%	661
2019 Q1	$23K	Buy	+697	New	+$22.7K	0.01%	595

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

Golden State Wealth Management's SU Position: Q2 2026 in Review

Golden State Wealth Management increased its Suncor Energy (SU) stake by 0.19% in Q2 2026, buying an estimated $127 and bringing the position to 1,065 shares worth $57.2K. The position accounts for 0.01% of the portfolio, ranked #694.

Golden State Wealth Management first reported a position in SU in Q1 2019 and has held it in 11 quarters since. The position peaked at $70.3K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Golden State Wealth Management held 1,065 shares of Suncor Energy worth $57.2K as of Q2 2026.
Golden State Wealth Management bought 2 Suncor Energy shares in Q2 2026, an estimated $127.
Suncor Energy made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #694 holding.
Golden State Wealth Management first reported a position in Suncor Energy in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Suncor Energy position peaked at $70.3K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.