MFG
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Merit Financial Group’s Suncor Energy SU Stock Holding History

Merit 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
Q2 		$841K Buy
15,659
+1,746
+13% +$111K 0.01% 1178
2026
Q1 		$920K Buy
13,913
+462
+3% +$25.5K 0.01% 1021
2025
Q4 		$597K Buy
13,451
+374
+3% +$15.8K ﹤0.01% 1195
2025
Q3 		$547K Buy
13,077
+170
+1% +$6.82K 0.01% 1131
2025
Q2 		$483K Buy
12,907
+3,478
+37% +$126K 0.01% 1124
2025
Q1 		$365K Buy
9,429
+1,165
+14% +$44.5K 0.01% 1058
2024
Q4 		$295K Buy
+8,264
New +$318K 0.01% 933
2024
Q3 		– Sell
-7,541
Closed -$287K – 949
2024
Q2 		$287K Buy
7,541
+214
+3% +$8.27K 0.01% 747
2024
Q1 		$280K Buy
+7,327
New +$247K 0.01% 737

Other funds holding SU

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Merit Financial Group's SU Position: Q2 2026 in Review

Merit Financial Group increased its Suncor Energy (SU) stake by 13% in Q2 2026, buying an estimated $111K and bringing the position to 15,659 shares worth $841K. The position accounts for 0.01% of the portfolio, ranked #1178.

Merit Financial Group first reported a position in SU in Q1 2024 and has held it in 9 quarters since. The position peaked at $920K in Q1 2026. 115 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Merit Financial Group held 15,659 shares of Suncor Energy worth $841K as of Q2 2026.
  • Merit Financial Group bought 1,746 Suncor Energy shares in Q2 2026, an estimated $111K.
  • Suncor Energy made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1178 holding.
  • Merit Financial Group first reported a position in Suncor Energy in Q1 2024 and has held it in 9 quarters since.
  • Merit Financial Group's Suncor Energy position peaked at $920K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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