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Rothschild Investment LLC’s Suncor Energy SU Stock Holding History

Rothschild Investment LLC’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 		$87.4K Buy
1,629
+462
+40% +$29.3K ﹤0.01% 1097
2026
Q1 		$77.2K Hold
1,167
– – ﹤0.01% 987
2025
Q4 		$51.8K Hold
1,167
– – ﹤0.01% 1008
2025
Q3 		$48.8K Buy
+1,167
New +$46.8K ﹤0.01% 993
2020
Q3 		– Sell
-10,000
Closed -$169K – 447
2020
Q2 		$169K Hold
10,000
– – 0.02% 391
2020
Q1 		$158K Buy
+10,000
New +$262K 0.02% 388

Other funds holding SU

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's SU Position: Q2 2026 in Review

Rothschild Investment LLC increased its Suncor Energy (SU) stake by 40% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,629 shares worth $87.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Rothschild Investment LLC first reported a position in SU in Q1 2020 and has held it in 6 quarters since. The position peaked at $169K in Q2 2020. 372 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Rothschild Investment LLC held 1,629 shares of Suncor Energy worth $87.4K as of Q2 2026.
  • Rothschild Investment LLC bought 462 Suncor Energy shares in Q2 2026, an estimated $29.3K.
  • Suncor Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1097 holding.
  • Rothschild Investment LLC first reported a position in Suncor Energy in Q1 2020 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Suncor Energy position peaked at $169K in Q2 2020.
  • 372 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.