Holistic Planning’s Suncor Energy SU Stock Holding History

Holistic Planning’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 Q3	$201K	Buy	+2,959	New	+$193K	0.03%	347

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Holistic Planning's SU Position: Q3 2026 in Review

Holistic Planning opened a new position in Suncor Energy (SU) in Q3 2026: 2,959 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #347 among its holdings.

397 funds tracked by Wall St. Rank hold SU as of Q3 2026.

Holistic Planning held 2,959 shares of Suncor Energy worth $201K as of Q3 2026.
Suncor Energy was a new Holistic Planning position in Q3 2026.
Suncor Energy made up 0.03% of Holistic Planning's portfolio in Q3 2026, its #347 holding.
397 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.