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Independence Bank of Kentucky’s Suncor Energy SU Stock Holding History

Independence Bank of Kentucky’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 		$367K Sell
6,830
-200
-3% -$12.7K 0.04% 240
2026
Q1 		$465K Sell
7,030
-1,240
-15% -$68.5K 0.06% 214
2025
Q4 		$367K Sell
8,270
-25
-0.3% -$1.06K 0.05% 232
2025
Q3 		$347K Sell
8,295
-304
-4% -$12.2K 0.04% 241
2025
Q2 		$322K Buy
8,599
+1,002
+13% +$36.2K 0.05% 239
2025
Q1 		$294K Sell
7,597
-13,265
-64% -$506K 0.05% 242
2024
Q4 		$744K Buy
20,862
+1,266
+6% +$48.7K 0.11% 156
2024
Q3 		$723K Buy
19,596
+14,971
+324% +$578K 0.16% 137
2024
Q2 		$176K Sell
4,625
-425
-8% -$16.4K 0.05% 244
2024
Q1 		$186K Buy
5,050
+315
+7% +$10.6K 0.06% 225
2023
Q4 		$152K Buy
4,735
+1,685
+55% +$55K 0.05% 224
2023
Q3 		$105K Buy
3,050
+1,050
+53% +$33.7K 0.04% 230
2023
Q2 		$58.6K Buy
+2,000
New +$59.8K 0.02% 273
2019
Q1 		– Sell
-300
Closed -$8K – 369
2018
Q4 		$8K Hold
300
– – 0.01% 271
2018
Q3 		$12K Sell
300
-533
-64% -$21.6K 0.01% 267
2018
Q2 		$34K Hold
833
– – 0.03% 187
2018
Q1 		$29K Hold
833
– – 0.02% 202
2017
Q4 		$31K Buy
+833
New +$28.9K 0.03% 196

Other funds holding SU

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Independence Bank of Kentucky's SU Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Suncor Energy (SU) stake by 2.8% in Q2 2026, selling an estimated $12.7K and leaving 6,830 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #240.

Independence Bank of Kentucky first reported a position in SU in Q4 2017 and has held it in 18 quarters since. The position peaked at $744K in Q4 2024. 289 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Independence Bank of Kentucky held 6,830 shares of Suncor Energy worth $367K as of Q2 2026.
  • Independence Bank of Kentucky sold 200 Suncor Energy shares in Q2 2026, an estimated $12.7K.
  • Suncor Energy made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #240 holding.
  • Independence Bank of Kentucky first reported a position in Suncor Energy in Q4 2017 and has held it in 18 quarters since.
  • Independence Bank of Kentucky's Suncor Energy position peaked at $744K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.