Integrated Wealth Concepts’s Suncor Energy SU Stock Holding History

Integrated Wealth Concepts’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 Q1	$1.05M	Buy	15,857 +655	+4%	+$36.2K	0.01%	1086
2025 Q4	$674K	Sell	15,202 -1,531	-9%	-$64.7K	0.01%	951
2025 Q3	$700K	Sell	16,733 -14,394	-46%	-$577K	0.01%	1170
2025 Q2	$1.17M	Buy	31,127 +11,283	+57%	+$408K	0.01%	842
2025 Q1	$768K	Buy	19,844 +12,566	+173%	+$479K	0.01%	948
2024 Q4	$260K	Sell	7,278 -104	-1%	-$4K	﹤0.01%	1451
2024 Q3	$273K	Sell	7,382 -291	-4%	-$11.2K	﹤0.01%	1404
2024 Q2	$292K	Buy	+7,673	New	+$296K	﹤0.01%	1333
2023 Q4	–	Sell	-12,322	Closed	-$424K	–	1665
2023 Q3	$424K	Buy	12,322 +2,190	+22%	+$70.2K	0.01%	1048
2023 Q2	$297K	Buy	10,132 +192	+2%	+$5.74K	0.01%	1224
2023 Q1	$309K	Buy	+9,940	New	+$323K	0.01%	1041
2021 Q1	–	Sell	-19,617	Closed	-$329K	–	768
2020 Q4	$329K	Buy	+19,617	New	+$288K	0.02%	504

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Integrated Wealth Concepts's SU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Suncor Energy (SU) stake by 4.3% in Q1 2026, buying an estimated $36.2K and bringing the position to 15,857 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1086.

Integrated Wealth Concepts first reported a position in SU in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.17M in Q2 2025. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Integrated Wealth Concepts held 15,857 shares of Suncor Energy worth $1.05M as of Q1 2026.
Integrated Wealth Concepts bought 655 Suncor Energy shares in Q1 2026, an estimated $36.2K.
Suncor Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1086 holding.
Integrated Wealth Concepts first reported a position in Suncor Energy in Q4 2020 and has held it in 12 quarters since.
Integrated Wealth Concepts's Suncor Energy position peaked at $1.17M in Q2 2025.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.