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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
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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
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
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

Root Financial Partners's SU Position: Q1 2026 in Review

Root Financial Partners reduced its Suncor Energy (SU) stake by 7.2% in Q1 2026, selling an estimated $8.68K and leaving 2,033 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #449.

Root Financial Partners first reported a position in SU in Q3 2025 and has held it in 3 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • Root Financial Partners held 2,033 shares of Suncor Energy worth $134K as of Q1 2026.
  • Root Financial Partners sold 157 Suncor Energy shares in Q1 2026, an estimated $8.68K.
  • Suncor Energy made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #449 holding.
  • Root Financial Partners first reported a position in Suncor Energy in Q3 2025 and has held it in 3 quarters since.
  • 748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.