Pathstone Holdings
SU icon

Pathstone Holdings’s Suncor Energy SU Stock Holding History

Pathstone 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
2026
Q2 		$1.34M Sell
24,879
-1,697
-6% -$107K ﹤0.01% 1353
2026
Q1 		$1.76M Buy
26,576
+716
+3% +$39.6K 0.01% 1096
2025
Q4 		$1.15M Buy
25,860
+1,320
+5% +$55.8K ﹤0.01% 1332
2025
Q3 		$1.03M Buy
24,540
+1,222
+5% +$49K ﹤0.01% 1412
2025
Q2 		$873K Sell
23,318
-1,148
-5% -$41.5K ﹤0.01% 1459
2025
Q1 		$947K Buy
24,466
+391
+2% +$14.9K ﹤0.01% 1414
2024
Q4 		$859K Sell
24,075
-885
-4% -$34.1K ﹤0.01% 1445
2024
Q3 		$921K Sell
24,960
-10,376
-29% -$401K ﹤0.01% 1411
2024
Q2 		$1.35M Buy
35,336
+1,005
+3% +$38.8K 0.01% 1143
2024
Q1 		$1.27M Buy
34,331
+1,591
+5% +$53.5K 0.01% 1141
2023
Q4 		$1.05M Buy
+32,740
New +$1.07M 0.01% 1057

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pathstone Holdings's SU Position: Q2 2026 in Review

Pathstone Holdings reduced its Suncor Energy (SU) stake by 6.4% in Q2 2026, selling an estimated $107K and leaving 24,879 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Pathstone Holdings first reported a position in SU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.76M in Q1 2026. 752 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Pathstone Holdings held 24,879 shares of Suncor Energy worth $1.34M as of Q2 2026.
  • Pathstone Holdings sold 1,697 Suncor Energy shares in Q2 2026, an estimated $107K.
  • Suncor Energy made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1353 holding.
  • Pathstone Holdings first reported a position in Suncor Energy in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Suncor Energy position peaked at $1.76M in Q1 2026.
  • 752 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.