PTC
SU icon

Private Trust Company’s Suncor Energy SU Stock Holding History

Private Trust Company’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 		$271K Buy
5,052
+824
+19% +$52.2K 0.02% 701
2026
Q1 		$280K Sell
4,228
-264
-6% -$14.6K 0.03% 645
2025
Q4 		$199K Sell
4,492
-237
-5% -$10K 0.02% 760
2025
Q3 		$198K Buy
4,729
+519
+12% +$20.8K 0.02% 759
2025
Q2 		$158K Buy
4,210
+2,530
+151% +$91.5K 0.02% 804
2025
Q1 		$65K Sell
1,680
-25
-1% -$954 0.01% 1079
2024
Q4 		$60.8K Buy
1,705
+570
+50% +$21.9K 0.01% 1095
2024
Q3 		$41.9K Hold
1,135
– – ﹤0.01% 1203
2024
Q2 		$43.2K Hold
1,135
– – ﹤0.01% 1167
2024
Q1 		$41.9K Sell
1,135
-120
-10% -$4.04K ﹤0.01% 1171
2023
Q4 		$40.2K Buy
1,255
+33
+3% +$1.08K ﹤0.01% 1139
2023
Q3 		$42K Buy
1,222
+339
+38% +$10.9K 0.01% 1080
2023
Q2 		$25.9K Buy
883
+168
+23% +$5.02K ﹤0.01% 1268
2023
Q1 		$22.2K Buy
715
+465
+186% +$15.1K ﹤0.01% 1299
2022
Q4 		$8K Sell
250
-331
-57% -$10.9K ﹤0.01% 1652
2022
Q3 		$16K Hold
581
– – ﹤0.01% 1283
2022
Q2 		$20K Buy
+581
New +$21.2K ﹤0.01% 1241
2014
Q4 		– Sell
-1,768
Closed -$64K – 1072
2014
Q3 		$64K Buy
1,768
+1,335
+308% +$53.6K 0.02% 481
2014
Q2 		$18K Buy
433
+150
+53% +$5.84K 0.01% 866
2014
Q1 		$10K Sell
283
-395
-58% -$13.2K ﹤0.01% 984
2013
Q4 		$24K Hold
678
– – 0.01% 657
2013
Q3 		$24K Buy
678
+201
+42% +$6.69K 0.01% 613
2013
Q2 		$14K Buy
+477
New +$14.4K 0.01% 745

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

Private Trust Company's SU Position: Q2 2026 in Review

Private Trust Company increased its Suncor Energy (SU) stake by 19% in Q2 2026, buying an estimated $52.2K and bringing the position to 5,052 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #701.

Private Trust Company first reported a position in SU in Q2 2013 and has held it in 23 quarters since. The position peaked at $280K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Private Trust Company held 5,052 shares of Suncor Energy worth $271K as of Q2 2026.
  • Private Trust Company bought 824 Suncor Energy shares in Q2 2026, an estimated $52.2K.
  • Suncor Energy made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #701 holding.
  • Private Trust Company first reported a position in Suncor Energy in Q2 2013 and has held it in 23 quarters since.
  • Private Trust Company's Suncor Energy position peaked at $280K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.