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LifeSteps Financial’s Suncor Energy SU Stock Holding History

LifeSteps Financial’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 		$2.15K Buy
+40
New +$2.53K ﹤0.01% 666

Other funds holding SU

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

LifeSteps Financial's SU Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Suncor Energy (SU) in Q2 2026: 40 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings.

232 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • LifeSteps Financial held 40 shares of Suncor Energy worth $2.15K as of Q2 2026.
  • Suncor Energy was a new LifeSteps Financial position in Q2 2026.
  • Suncor Energy made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #666 holding.
  • 232 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.