Guardian Partners’s Suncor Energy SU Stock Holding History

Guardian Partners’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	$12.5M	Sell	232,708 -61,189	-21%	-$3.88M	1.13%	26
2026 Q1	$19.4M	Buy	293,897 +199	+0.1%	+$11K	1.62%	17
2025 Q4	$15.4M	Buy	293,698 +26,811	+10%	+$1.13M	1.23%	23
2025 Q3	$11M	Sell	266,887 -5,232	-2%	-$210K	0.93%	35
2025 Q2	$10.7M	Buy	272,119 +2,035	+0.8%	+$73.6K	0.96%	33
2025 Q1	$9.14M	Buy	270,084 +862	+0.3%	+$32.9K	0.94%	37
2024 Q4	$10.3M	Buy	+269,222	New	+$10.4M	1.05%	34

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

Guardian Partners's SU Position: Q2 2026 in Review

Guardian Partners reduced its Suncor Energy (SU) stake by 21% in Q2 2026, selling an estimated $3.88M and leaving 232,708 shares worth $12.5M. The position accounts for 1.13% of the portfolio, ranked #26.

Guardian Partners first reported a position in SU in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4M in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Guardian Partners held 232,708 shares of Suncor Energy worth $12.5M as of Q2 2026.
Guardian Partners sold 61,189 Suncor Energy shares in Q2 2026, an estimated $3.88M.
Suncor Energy made up 1.13% of Guardian Partners's portfolio in Q2 2026, its #26 holding.
Guardian Partners first reported a position in Suncor Energy in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Suncor Energy position peaked at $19.4M in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.