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PlanVest Financial’s Suncor Energy SU Stock Holding History

PlanVest Financial’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 		$53.6K Hold
999
– – 0.04% 215
2026
Q1 		$66K Buy
+999
New +$55.2K 0.05% 178

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

PlanVest Financial's SU Position: Q2 2026 in Review

PlanVest Financial held its Suncor Energy (SU) position steady in Q2 2026 at 999 shares worth $53.6K. The position accounts for 0.04% of the portfolio, ranked #215.

PlanVest Financial first reported a position in SU in Q1 2026 and has held it in 2 quarters since. The position peaked at $66K in Q1 2026. 737 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • PlanVest Financial held 999 shares of Suncor Energy worth $53.6K as of Q2 2026.
  • PlanVest Financial left its Suncor Energy share count unchanged in Q2 2026.
  • Suncor Energy made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #215 holding.
  • PlanVest Financial first reported a position in Suncor Energy in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Suncor Energy position peaked at $66K in Q1 2026.
  • 737 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.