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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
Q2 		$65.8K Buy
1,226
+531
+76% +$33.6K 0.04% 285
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 $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

Richardson Financial Services's SU Position: Q2 2026 in Review

Richardson Financial Services increased its Suncor Energy (SU) stake by 76% in Q2 2026, buying an estimated $33.6K and bringing the position to 1,226 shares worth $65.8K. The position accounts for 0.04% of the portfolio, ranked #285.

Richardson Financial Services first reported a position in SU in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Richardson Financial Services held 1,226 shares of Suncor Energy worth $65.8K as of Q2 2026.
  • Richardson Financial Services bought 531 Suncor Energy shares in Q2 2026, an estimated $33.6K.
  • Suncor Energy made up 0.04% of Richardson Financial Services's portfolio in Q2 2026, its #285 holding.
  • Richardson Financial Services first reported a position in Suncor Energy in Q4 2023 and has held it in 11 quarters since.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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