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LGT Financial Advisors’s Suncor Energy SU Stock Holding History

LGT Financial 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 		$27.2K Buy
507
+4
+0.8% +$253 0.14% 88
2026
Q1 		$33.3K Buy
+503
New +$27.8K 0.17% 82
2023
Q4 		– Sell
-54
Closed -$1.86K – 977
2023
Q3 		$1.86K Buy
+54
New +$1.73K ﹤0.01% 842

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

LGT Financial Advisors's SU Position: Q2 2026 in Review

LGT Financial Advisors increased its Suncor Energy (SU) stake by 0.8% in Q2 2026, buying an estimated $253 and bringing the position to 507 shares worth $27.2K. The position accounts for 0.14% of the portfolio, ranked #88.

LGT Financial Advisors first reported a position in SU in Q3 2023 and has held it in 3 quarters since. The position peaked at $33.3K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • LGT Financial Advisors held 507 shares of Suncor Energy worth $27.2K as of Q2 2026.
  • LGT Financial Advisors bought 4 Suncor Energy shares in Q2 2026, an estimated $253.
  • Suncor Energy made up 0.14% of LGT Financial Advisors's portfolio in Q2 2026, its #88 holding.
  • LGT Financial Advisors first reported a position in Suncor Energy in Q3 2023 and has held it in 3 quarters since.
  • LGT Financial Advisors's Suncor Energy position peaked at $33.3K in Q1 2026.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.