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 Q2	$437K	Hold	8,139	–	–	0.08%	216
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 $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

Keystone Wealth Services's SU Position: Q2 2026 in Review

Keystone Wealth Services held its Suncor Energy (SU) position steady in Q2 2026 at 8,139 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #216.

Keystone Wealth Services first reported a position in SU in Q2 2024 and has held it in 9 quarters since. The position peaked at $538K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Keystone Wealth Services held 8,139 shares of Suncor Energy worth $437K as of Q2 2026.
Keystone Wealth Services left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.08% of Keystone Wealth Services's portfolio in Q2 2026, its #216 holding.
Keystone Wealth Services first reported a position in Suncor Energy in Q2 2024 and has held it in 9 quarters since.
Keystone Wealth Services's Suncor Energy position peaked at $538K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.