Independent Advisor Alliance’s Suncor Energy SU Stock Holding History

Independent Advisor Alliance’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	$250K	Sell	4,650 -1,019	-18%	-$64.5K	0.01%	895
2026 Q1	$375K	Buy	5,669 +588	+12%	+$32.5K	﹤0.01%	1231
2025 Q4	$225K	Buy	+5,081	New	+$215K	0.01%	900
2024 Q1	–	Sell	-53,192	Closed	-$1.7M	–	736
2023 Q4	$1.7M	Buy	+53,192	New	+$1.74M	0.06%	232
2023 Q1	–	Sell	-71,698	Closed	-$2.2M	–	700
2022 Q4	$2.2M	Buy	71,698 +48,716	+212%	+$1.6M	0.76%	22
2022 Q3	$647K	Buy	22,982 +15,984	+228%	+$505K	0.04%	318
2022 Q2	$245K	Buy	+6,998	New	+$255K	0.01%	530

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

Independent Advisor Alliance's SU Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Suncor Energy (SU) stake by 18% in Q2 2026, selling an estimated $64.5K and leaving 4,650 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #895.

Independent Advisor Alliance first reported a position in SU in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.2M in Q4 2022. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Independent Advisor Alliance held 4,650 shares of Suncor Energy worth $250K as of Q2 2026.
Independent Advisor Alliance sold 1,019 Suncor Energy shares in Q2 2026, an estimated $64.5K.
Suncor Energy made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #895 holding.
Independent Advisor Alliance first reported a position in Suncor Energy in Q2 2022 and has held it in 7 quarters since.
Independent Advisor Alliance's Suncor Energy position peaked at $2.2M in Q4 2022.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.