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Larson Financial Group’s Suncor Energy SU Stock Holding History

Larson 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
Q2 		$28.5K Sell
531
-56
-10% -$3.55K ﹤0.01% 1808
2026
Q1 		$38.8K Buy
587
+239
+69% +$13.2K ﹤0.01% 1489
2025
Q4 		$15.4K Buy
348
+21
+6% +$888 ﹤0.01% 1858
2025
Q3 		$13.7K Buy
327
+207
+173% +$8.3K ﹤0.01% 1854
2025
Q2 		$4.49K Buy
120
+44
+58% +$1.59K ﹤0.01% 2112
2025
Q1 		$2.94K Hold
76
– – ﹤0.01% 2043
2024
Q4 		$2.71K Hold
76
– – ﹤0.01% 1816
2024
Q3 		$2.81K Hold
76
– – ﹤0.01% 1794
2024
Q2 		$2.9K Buy
76
+56
+280% +$2.16K ﹤0.01% 1542
2024
Q1 		$738 Sell
20
-63
-76% -$2.12K ﹤0.01% 1498
2023
Q4 		$2.66K Sell
83
-37
-31% -$1.21K ﹤0.01% 1317
2023
Q3 		$4.13K Buy
120
+37
+45% +$1.19K ﹤0.01% 1223
2023
Q2 		$2.43K Buy
83
+20
+32% +$598 ﹤0.01% 1240
2023
Q1 		$1.96K Hold
63
– – ﹤0.01% 1240
2022
Q4 		$2K Hold
63
– – ﹤0.01% 1189
2022
Q3 		$2K Hold
63
– – ﹤0.01% 1149
2022
Q2 		$2K Buy
+63
New +$2.29K ﹤0.01% 1065

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Larson Financial Group's SU Position: Q2 2026 in Review

Larson Financial Group reduced its Suncor Energy (SU) stake by 9.5% in Q2 2026, selling an estimated $3.55K and leaving 531 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Larson Financial Group first reported a position in SU in Q2 2022 and has held it in 17 quarters since. The position peaked at $38.8K in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Larson Financial Group held 531 shares of Suncor Energy worth $28.5K as of Q2 2026.
  • Larson Financial Group sold 56 Suncor Energy shares in Q2 2026, an estimated $3.55K.
  • Suncor Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1808 holding.
  • Larson Financial Group first reported a position in Suncor Energy in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's Suncor Energy position peaked at $38.8K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.