Richardson Financial Services’s Suncor Energy SU Stock Holding History

Richardson Financial Services’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 Q1	$45.9K	Sell	695 -515	-43%	-$28.5K	0.03%	307
2025 Q4	$53.7K	Buy	1,210 +506	+72%	+$21.4K	0.02%	291
2025 Q3	$29.4K	Buy	704 +275	+64%	+$11K	0.02%	332
2025 Q2	$16.2K	Buy	429 +53	+14%	+$1.92K	0.01%	353
2025 Q1	$14.6K	Buy	376 +6	+2%	+$229	0.01%	346
2024 Q4	$13.1K	Sell	370 -354	-49%	-$13.6K	0.01%	368
2024 Q3	$27.6K	Hold	724	–	–	0.02%	313
2024 Q2	$27.6K	Buy	724 +328	+83%	+$12.7K	0.02%	298
2024 Q1	$14.6K	Sell	396 -375	-49%	-$12.6K	0.01%	371
2023 Q4	$24.7K	Buy	+771	New	+$25.2K	0.02%	266

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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 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