Loring Wolcott & Coolidge Fiduciary Advisors’s Suncor Energy SU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$268K	Hold	5,000	–	–	﹤0.01%	296
2026 Q1	$322K	Hold	5,000	–	–	﹤0.01%	275
2025 Q4	$260K	Hold	5,000	–	–	﹤0.01%	289
2025 Q3	$198K	Hold	5,000	–	–	﹤0.01%	315
2025 Q2	$187K	Hold	5,000	–	–	﹤0.01%	289
2025 Q1	$175K	Hold	5,000	–	–	﹤0.01%	279
2024 Q4	$194K	Hold	5,000	–	–	﹤0.01%	285
2024 Q3	$193K	Hold	5,000	–	–	﹤0.01%	286
2024 Q2	$192K	Hold	5,000	–	–	﹤0.01%	275
2024 Q1	$195K	Hold	5,000	–	–	﹤0.01%	276
2023 Q4	$166K	Hold	5,000	–	–	﹤0.01%	294
2023 Q3	$171K	Hold	5,000	–	–	﹤0.01%	301
2023 Q2	$147K	Hold	5,000	–	–	﹤0.01%	325
2023 Q1	$155K	Hold	5,000	–	–	﹤0.01%	298
2022 Q4	$159K	Hold	5,000	–	–	﹤0.01%	296
2022 Q3	$141K	Hold	5,000	–	–	﹤0.01%	314
2022 Q2	$175K	Hold	5,000	–	–	﹤0.01%	305
2022 Q1	$163K	Hold	5,000	–	–	﹤0.01%	322
2021 Q4	$125K	Hold	5,000	–	–	﹤0.01%	363
2021 Q3	$104K	Hold	5,000	–	–	﹤0.01%	383
2021 Q2	$120K	Buy	+5,000	New	+$115K	﹤0.01%	379
2021 Q1	–	Sell	-5,000	Closed	-$84K	–	650
2020 Q4	$84K	Sell	5,000 -410	-8%	-$6.02K	﹤0.01%	373
2020 Q3	$66K	Sell	5,410 -1,395	-20%	-$21.8K	﹤0.01%	368
2020 Q2	$115K	Hold	6,805	–	–	﹤0.01%	293
2020 Q1	$108K	Hold	6,805	–	–	﹤0.01%	289
2019 Q4	$223K	Hold	6,805	–	–	﹤0.01%	263
2019 Q3	$215K	Hold	6,805	–	–	﹤0.01%	257
2019 Q2	$212K	Hold	6,805	–	–	﹤0.01%	259
2019 Q1	$221K	Hold	6,805	–	–	﹤0.01%	250
2018 Q4	$190K	Hold	6,805	–	–	﹤0.01%	256
2018 Q3	$263K	Sell	6,805 -1,400	-17%	-$56.7K	﹤0.01%	243
2018 Q2	$334K	Sell	8,205 -100	-1%	-$3.9K	0.01%	230
2018 Q1	$287K	Hold	8,305	–	–	0.01%	240
2017 Q4	$305K	Sell	8,305 -450	-5%	-$15.6K	0.01%	238
2017 Q3	$307K	Sell	8,755 -90	-1%	-$2.87K	0.01%	242
2017 Q2	$289K	Hold	8,845	–	–	0.01%	238
2017 Q1	$272K	Sell	8,845 -160	-2%	-$5.04K	0.01%	242
2016 Q4	$294K	Buy	9,005 +160	+2%	+$4.9K	0.01%	230
2016 Q3	$246K	Hold	8,845	–	–	0.01%	245
2016 Q2	$245K	Buy	8,845 +1,395	+19%	+$38.2K	0.01%	241
2016 Q1	$207K	Hold	7,450	–	–	﹤0.01%	241
2015 Q4	$192K	Hold	7,450	–	–	﹤0.01%	268
2015 Q3	$205K	Hold	7,450	–	–	0.01%	269
2015 Q2	$205K	Hold	7,450	–	–	0.01%	269
2015 Q1	$218K	Hold	7,450	–	–	0.01%	273
2014 Q4	$237K	Sell	7,450 -584	-7%	-$19.3K	0.01%	258
2014 Q3	$290K	Buy	8,034 +600	+8%	+$24.1K	0.01%	229
2014 Q2	$317K	Sell	7,434 -20,184	-73%	-$786K	0.01%	227
2014 Q1	$966K	Buy	27,618 +2,000	+8%	+$66.6K	0.03%	152
2013 Q4	$898K	Sell	25,618 -505	-2%	-$17.8K	0.02%	153
2013 Q3	$935K	Sell	26,123 -14,550	-36%	-$484K	0.03%	147
2013 Q2	$1.2M	Buy	+40,673	New	+$1.23M	0.04%	143

Other funds holding SU

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SU Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Suncor Energy (SU) position steady in Q2 2026 at 5,000 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.2M in Q2 2013. 372 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,000 shares of Suncor Energy worth $268K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #296 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Suncor Energy in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Suncor Energy position peaked at $1.2M in Q2 2013.
372 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.