IFG Advisory’s Suncor Energy SU Stock Holding History

IFG Advisory’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	$32.4K	Sell	478 -23	-5%	-$1.5K	﹤0.01%	1462
2026 Q2	$26.9K	Buy	+501	New	+$31.7K	﹤0.01%	1549
2019 Q3	–	Sell	-10,120	Closed	-$151K	–	447
2019 Q2	$151K	Buy	+10,120	New	+$324K	0.03%	335
2019 Q1	–	Sell	-8,415	Closed	-$235K	–	346
2018 Q4	$235K	Sell	8,415 -1,717	-17%	-$57.1K	0.06%	275
2018 Q3	$392K	Sell	10,132 -481	-5%	-$19.5K	0.07%	250
2018 Q2	$431K	Sell	10,613 -133	-1%	-$5.18K	0.09%	217
2018 Q1	$371K	Buy	10,746 +929	+9%	+$32.4K	0.08%	230
2017 Q4	$360K	Buy	+9,817	New	+$341K	0.08%	230

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

IFG Advisory's SU Position: Q3 2026 in Review

IFG Advisory reduced its Suncor Energy (SU) stake by 4.6% in Q3 2026, selling an estimated $1.5K and leaving 478 shares worth $32.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

IFG Advisory first reported a position in SU in Q4 2017 and has held it in 8 quarters since. The position peaked at $431K in Q2 2018. 399 funds tracked by Wall St. Rank hold SU as of Q3 2026.

IFG Advisory held 478 shares of Suncor Energy worth $32.4K as of Q3 2026.
IFG Advisory sold 23 Suncor Energy shares in Q3 2026, an estimated $1.5K.
Suncor Energy made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1462 holding.
IFG Advisory first reported a position in Suncor Energy in Q4 2017 and has held it in 8 quarters since.
IFG Advisory's Suncor Energy position peaked at $431K in Q2 2018.
399 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.