Plancorp LLC’s Suncor Energy SU Stock Holding History

Plancorp LLC’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 Q3	$204K	Buy	+2,563	New	+$167K	﹤0.01%	439

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Plancorp LLC's SU Position: Q3 2026 in Review

Plancorp LLC opened a new position in Suncor Energy (SU) in Q3 2026: 2,563 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings.

454 funds tracked by Wall St. Rank hold SU as of Q3 2026.

Plancorp LLC held 2,563 shares of Suncor Energy worth $204K as of Q3 2026.
Suncor Energy was a new Plancorp LLC position in Q3 2026.
Suncor Energy made up ﹤0.01% of Plancorp LLC's portfolio in Q3 2026, its #439 holding.
454 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.