Grove Bank & Trust’s Suncor Energy SU Stock Holding History

Grove Bank & Trust’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	$439K	Buy	+8,186	New	+$518K	0.04%	179
2025 Q2	–	Sell	-1,542	Closed	-$59.7K	–	910
2025 Q1	$59.7K	Hold	1,542	–	–	0.01%	389
2024 Q4	$55K	Sell	1,542 -225	-13%	-$8.66K	0.01%	366
2024 Q3	$65.2K	Buy	1,767 +225	+15%	+$8.69K	0.01%	342
2024 Q2	$58.8K	Buy	+1,542	New	+$59.6K	0.01%	341

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

Grove Bank & Trust's SU Position: Q2 2026 in Review

Grove Bank & Trust opened a new position in Suncor Energy (SU) in Q2 2026: 8,186 shares worth $439K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in SU as recently as Q1 2025.

Grove Bank & Trust first reported a position in SU in Q2 2024 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Grove Bank & Trust held 8,186 shares of Suncor Energy worth $439K as of Q2 2026.
Suncor Energy was a new Grove Bank & Trust position in Q2 2026.
Suncor Energy made up 0.04% of Grove Bank & Trust's portfolio in Q2 2026, its #179 holding.
Grove Bank & Trust first reported a position in Suncor Energy in Q2 2024 and has held it in 5 quarters since.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.