Mosaic Financial Group’s Suncor Energy SU Stock Holding History

Mosaic 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 Q1	$1.66M	Hold	25,142	–	–	1.18%	19
2025 Q4	$1.11M	Hold	25,142	–	–	0.76%	33
2025 Q3	$1.05M	Hold	25,142	–	–	0.75%	36
2025 Q2	$942K	Hold	25,142	–	–	0.72%	36
2025 Q1	$973K	Hold	25,142	–	–	0.79%	35
2024 Q4	$897K	Hold	25,142	–	–	0.64%	40
2024 Q3	$928K	Hold	25,142	–	–	0.66%	39
2024 Q2	$958K	Hold	25,142	–	–	0.69%	39
2024 Q1	$928K	Buy	+25,142	New	+$846K	0.74%	36

Other funds holding SU

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mosaic Financial Group's SU Position: Q1 2026 in Review

Mosaic Financial Group held its Suncor Energy (SU) position steady in Q1 2026 at 25,142 shares worth $1.66M. The position accounts for 1.18% of the portfolio, ranked #19.

Mosaic Financial Group first reported a position in SU in Q1 2024 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Mosaic Financial Group held 25,142 shares of Suncor Energy worth $1.66M as of Q1 2026.
Mosaic Financial Group left its Suncor Energy share count unchanged in Q1 2026.
Suncor Energy made up 1.18% of Mosaic Financial Group's portfolio in Q1 2026, its #19 holding.
Mosaic Financial Group first reported a position in Suncor Energy in Q1 2024 and has held it in 9 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.