JFS Wealth Advisors’s Suncor Energy SU Stock Holding History

JFS Wealth Advisors’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	$392K	Hold	7,309	–	–	0.02%	256
2026 Q1	$483K	Hold	7,309	–	–	0.03%	230
2025 Q4	$324K	Hold	7,309	–	–	0.02%	264
2025 Q3	$306K	Hold	7,309	–	–	0.02%	278
2025 Q2	$274K	Sell	7,309 -73	-1%	-$2.64K	0.02%	272
2025 Q1	$286K	Sell	7,382 -39	-0.5%	-$1.49K	0.02%	265
2024 Q4	$265K	Buy	7,421 +39	+0.5%	+$1.5K	0.02%	265
2024 Q3	$273K	Hold	7,382	–	–	0.02%	256
2024 Q2	$281K	Hold	7,382	–	–	0.02%	204
2024 Q1	$272K	Buy	7,382 +17	+0.2%	+$572	0.02%	210
2023 Q4	$236K	Buy	7,365 +56	+0.8%	+$1.83K	0.02%	215
2023 Q3	$251K	Hold	7,309	–	–	0.02%	196
2023 Q2	$214K	Hold	7,309	–	–	0.02%	210
2023 Q1	$227K	Hold	7,309	–	–	0.02%	204
2022 Q4	$232K	Buy	7,309 +529	+8%	+$17.4K	0.02%	204
2022 Q3	$191K	Buy	6,780 +74	+1%	+$2.34K	0.02%	215
2022 Q2	$235K	Buy	6,706 +123	+2%	+$4.48K	0.02%	195
2022 Q1	$215K	Buy	6,583 +490	+8%	+$14.5K	0.02%	221
2021 Q4	$153K	Buy	6,093 +93	+2%	+$2.27K	0.01%	254
2021 Q3	$124K	Hold	6,000	–	–	0.01%	276
2021 Q2	$144K	Hold	6,000	–	–	0.02%	193
2021 Q1	$125K	Hold	6,000	–	–	0.03%	176
2020 Q4	$101K	Hold	6,000	–	–	0.02%	193
2020 Q3	$73K	Hold	6,000	–	–	0.02%	200
2020 Q2	$101K	Hold	6,000	–	–	0.03%	179
2020 Q1	$95K	Hold	6,000	–	–	0.03%	174
2019 Q4	$197K	Hold	6,000	–	–	0.05%	140
2019 Q3	$189K	Hold	6,000	–	–	0.05%	146
2019 Q2	$187K	Hold	6,000	–	–	0.05%	143
2019 Q1	$195K	Hold	6,000	–	–	0.05%	135
2018 Q4	$168K	Hold	6,000	–	–	0.05%	143
2018 Q3	$232K	Hold	6,000	–	–	0.06%	135
2018 Q2	$244K	Hold	6,000	–	–	0.06%	125
2018 Q1	$207K	Hold	6,000	–	–	0.05%	137
2017 Q4	$220K	Hold	6,000	–	–	0.05%	132
2017 Q3	$210K	Hold	6,000	–	–	0.05%	123
2017 Q2	$175K	Hold	6,000	–	–	0.05%	130
2017 Q1	$196K	Hold	6,000	–	–	0.05%	127
2016 Q4	$196K	Hold	6,000	–	–	0.05%	127
2016 Q3	$167K	Hold	6,000	–	–	0.05%	140
2016 Q2	$166K	Hold	6,000	–	–	0.05%	169
2016 Q1	$167K	Hold	6,000	–	–	0.05%	145
2015 Q4	$155K	Hold	6,000	–	–	0.04%	153
2015 Q3	$160K	Hold	6,000	–	–	0.07%	124
2015 Q2	$165K	Hold	6,000	–	–	0.08%	104
2015 Q1	$176K	Hold	6,000	–	–	0.08%	96
2014 Q4	$191K	Hold	6,000	–	–	0.03%	92
2014 Q3	$217K	Hold	6,000	–	–	0.04%	73
2014 Q2	$256K	Hold	6,000	–	–	0.05%	68
2014 Q1	$210K	Sell	6,000 -250	-4%	-$8.33K	0.12%	104
2013 Q4	$219K	Buy	6,250 +120	+2%	+$4.22K	0.1%	119
2013 Q3	$219K	Buy	+6,130	New	+$204K	0.1%	114

Other funds holding SU

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

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

JFS Wealth Advisors's SU Position: Q2 2026 in Review

JFS Wealth Advisors held its Suncor Energy (SU) position steady in Q2 2026 at 7,309 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #256.

JFS Wealth Advisors first reported a position in SU in Q3 2013 and has held it in 52 quarters since. The position peaked at $483K in Q1 2026. 108 funds tracked by Wall St. Rank hold SU as of Q2 2026.

JFS Wealth Advisors held 7,309 shares of Suncor Energy worth $392K as of Q2 2026.
JFS Wealth Advisors left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #256 holding.
JFS Wealth Advisors first reported a position in Suncor Energy in Q3 2013 and has held it in 52 quarters since.
JFS Wealth Advisors's Suncor Energy position peaked at $483K in Q1 2026.
108 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.