Osaic Holdings
SU icon

Osaic Holdings’s Suncor Energy SU Stock Holding History

Osaic Holdings’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
2023
Q4 		– Sell
-2
Closed -$122 – 7449
2023
Q3 		$122 Hold
2
– – ﹤0.01% 7207
2023
Q2 		$60 Hold
2
– – ﹤0.01% 7324
2023
Q1 		$342 Buy
+2
New +$65 ﹤0.01% 7198

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

Osaic Holdings's SU Position: Q1 2026 in Review

Osaic Holdings reduced its Suncor Energy (SU) stake by 3.6% in Q1 2026, selling an estimated $187K and leaving 90,187 shares worth $5.96M. The position accounts for 0.01% of the portfolio, ranked #1234.

Osaic Holdings first reported a position in SU in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.8M in Q3 2023. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Osaic Holdings held 90,187 shares of Suncor Energy worth $5.96M as of Q1 2026.
  • Osaic Holdings sold 3,378 Suncor Energy shares in Q1 2026, an estimated $187K.
  • Suncor Energy made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1234 holding.
  • Osaic Holdings first reported a position in Suncor Energy in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Suncor Energy position peaked at $8.8M in Q3 2023.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.