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 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Root Financial Partners's SU Position: Q2 2026 in Review

Root Financial Partners sold out of Suncor Energy (SU) in Q2 2026, closing a stake of 2,033 shares — an estimated $134K sold.

Root Financial Partners first reported a position in SU in Q3 2025 and held it in 3 quarters. The position peaked at $134K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Root Financial Partners reported no remaining Suncor Energy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 2,033 Suncor Energy shares in Q2 2026, an estimated $134K.
Root Financial Partners first reported a position in Suncor Energy in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Suncor Energy position peaked at $134K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.