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Mattson Financial Services’s Suncor Energy SU Stock Holding History

Mattson Financial Services’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 		$384K Buy
+5,808
New +$321K 0.09% 151
2025
Q2 		– Sell
-144
Closed -$5.58K – 321
2025
Q1 		$5.58K Sell
144
-1,187
-89% -$45.3K ﹤0.01% 266
2024
Q4 		$49.1K Sell
1,331
-832
-38% -$32K 0.02% 174
2024
Q3 		$82.4K Hold
2,163
– – 0.03% 149
2024
Q2 		$82.4K Buy
+2,163
New +$83.6K 0.03% 149

Other funds holding SU

Royal Bank of Canada
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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mattson Financial Services's SU Position: Q1 2026 in Review

Mattson Financial Services opened a new position in Suncor Energy (SU) in Q1 2026: 5,808 shares worth $384K. The stake represents 0.09% of the portfolio and ranks #151 among its holdings. This is a return to the name: Mattson Financial Services previously reported a position in SU as recently as Q1 2025.

Mattson Financial Services first reported a position in SU in Q2 2024 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Mattson Financial Services held 5,808 shares of Suncor Energy worth $384K as of Q1 2026.
  • Suncor Energy was a new Mattson Financial Services position in Q1 2026.
  • Suncor Energy made up 0.09% of Mattson Financial Services's portfolio in Q1 2026, its #151 holding.
  • Mattson Financial Services first reported a position in Suncor Energy in Q2 2024 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.