Keystone Wealth Services’s Suncor Energy SU Stock Holding History

Keystone Wealth Services’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	$538K	Hold	8,139	–	–	0.12%	184
2025 Q4	$361K	Hold	8,139	–	–	0.08%	188
2025 Q3	$340K	Hold	8,139	–	–	0.07%	229
2025 Q2	$305K	Buy	8,139 +1,459	+22%	+$52.8K	0.07%	230
2025 Q1	$259K	Buy	6,680 +262	+4%	+$10K	0.07%	228
2024 Q4	$229K	Hold	6,418	–	–	0.06%	230
2024 Q3	$237K	Hold	6,418	–	–	0.07%	226
2024 Q2	$245K	Buy	+6,418	New	+$248K	0.08%	204

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

Keystone Wealth Services's SU Position: Q1 2026 in Review

Keystone Wealth Services held its Suncor Energy (SU) position steady in Q1 2026 at 8,139 shares worth $538K. The position accounts for 0.12% of the portfolio, ranked #184.

Keystone Wealth Services first reported a position in SU in Q2 2024 and has held it in 8 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Keystone Wealth Services held 8,139 shares of Suncor Energy worth $538K as of Q1 2026.
Keystone Wealth Services left its Suncor Energy share count unchanged in Q1 2026.
Suncor Energy made up 0.12% of Keystone Wealth Services's portfolio in Q1 2026, its #184 holding.
Keystone Wealth Services first reported a position in Suncor Energy in Q2 2024 and has held it in 8 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.