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 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 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

Larson Financial Group's SU Position: Q1 2026 in Review

Larson Financial Group increased its Suncor Energy (SU) stake by 69% in Q1 2026, buying an estimated $13.2K and bringing the position to 587 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Larson Financial Group first reported a position in SU in Q2 2022 and has held it in 16 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Larson Financial Group held 587 shares of Suncor Energy worth $38.8K as of Q1 2026.
Larson Financial Group bought 239 Suncor Energy shares in Q1 2026, an estimated $13.2K.
Suncor Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1489 holding.
Larson Financial Group first reported a position in Suncor Energy in Q2 2022 and has held it in 16 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.