Jefferies Financial Group’s Suncor Energy SU Stock Holding History

Jefferies Financial Group’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	–	Sell	-37,262	Closed	-$2M	–	1794
2026 Q2	$2M	Sell	37,262 -41,069	-52%	-$2.6M	0.01%	692
2026 Q1	$5.18M	Buy	+78,331	New	+$4.33M	0.04%	344
2023 Q1	–	Sell	-207,428	Closed	-$6.58M	–	1975
2022 Q4	$6.58M	Buy	+207,428	New	+$6.82M	0.05%	322

Other funds holding SU

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Jefferies Financial Group's SU Position: Q3 2026 in Review

Jefferies Financial Group sold out of Suncor Energy (SU) in Q3 2026, closing a stake of 37,262 shares — an estimated $2M sold.

Jefferies Financial Group first reported a position in SU in Q4 2022 and held it in 3 quarters. The position peaked at $6.58M in Q4 2022. 645 funds tracked by Wall St. Rank hold SU as of Q3 2026.

Jefferies Financial Group reported no remaining Suncor Energy position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 37,262 Suncor Energy shares in Q3 2026, an estimated $2M.
Jefferies Financial Group first reported a position in Suncor Energy in Q4 2022 and held it in 3 quarters.
Jefferies Financial Group's Suncor Energy position peaked at $6.58M in Q4 2022.
645 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.