Root Financial Partners
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Root Financial Partners’s Suncor Energy SU Stock Holding History

Root Financial Partners’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 		$144K Buy
+2,115
New +$138K ﹤0.01% 574
2026
Q2 		– Sell
-2,033
Closed -$134K – 2841
2026
Q1 		$134K Sell
2,033
-157
-7% -$8.68K 0.01% 449
2025
Q4 		$97.1K Sell
2,190
-587
-21% -$24.8K 0.01% 476
2025
Q3 		$116K Buy
+2,777
New +$111K 0.01% 396

Other funds holding SU

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Root Financial Partners's SU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Suncor Energy (SU) in Q3 2026: 2,115 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SU as recently as Q1 2026.

Root Financial Partners first reported a position in SU in Q3 2025 and has held it in 4 quarters since. 645 funds tracked by Wall St. Rank hold SU as of Q3 2026.

  • Root Financial Partners held 2,115 shares of Suncor Energy worth $144K as of Q3 2026.
  • Suncor Energy was a new Root Financial Partners position in Q3 2026.
  • Suncor Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #574 holding.
  • Root Financial Partners first reported a position in Suncor Energy in Q3 2025 and has held it in 4 quarters since.
  • 645 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.