Newbridge Financial Services Group’s Suncor Energy SU Stock Holding History

Newbridge Financial Services 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	$137K	Buy	+2,550	New	+$161K	0.02%	293
2026 Q1	–	Sell	-100	Closed	-$4.44K	–	1251
2025 Q4	$4.44K	Hold	100	–	–	﹤0.01%	914
2025 Q3	$4.18K	Hold	100	–	–	﹤0.01%	1052
2025 Q2	$3.75K	Hold	100	–	–	﹤0.01%	1063
2025 Q1	$3.87K	Hold	100	–	–	﹤0.01%	831
2024 Q4	$3.57K	Buy	+100	New	+$3.85K	﹤0.01%	905
2024 Q2	–	Sell	-100	Closed	-$3.69K	–	1220
2024 Q1	$3.69K	Hold	100	–	–	﹤0.01%	926
2023 Q4	$3.2K	Hold	100	–	–	﹤0.01%	915
2023 Q3	$3.44K	Hold	100	–	–	﹤0.01%	1009
2023 Q2	$2.93K	Buy	+100	New	+$2.99K	﹤0.01%	1094
2022 Q1	–	Sell	-1,773	Closed	-$44K	–	1557
2021 Q4	$44K	Buy	+1,773	New	+$43.2K	0.02%	503

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Newbridge Financial Services Group's SU Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Suncor Energy (SU) in Q2 2026: 2,550 shares worth $137K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in SU as recently as Q4 2025.

Newbridge Financial Services Group first reported a position in SU in Q4 2021 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Newbridge Financial Services Group held 2,550 shares of Suncor Energy worth $137K as of Q2 2026.
Suncor Energy was a new Newbridge Financial Services Group position in Q2 2026.
Suncor Energy made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #293 holding.
Newbridge Financial Services Group first reported a position in Suncor Energy in Q4 2021 and has held it in 11 quarters since.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.