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Roxbury Financial’s Suncor Energy SU Stock Holding History

Roxbury Financial’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 		$403K Buy
7,516
+15
+0.2% +$950 0.32% 70
2026
Q1 		$496K Sell
7,501
-45
-0.6% -$2.49K 0.45% 53
2025
Q4 		$335K Sell
7,546
-78
-1% -$3.3K 0.3% 64
2025
Q3 		$319K Sell
7,624
-341
-4% -$13.7K 0.29% 62
2025
Q2 		$298K Buy
7,965
+243
+3% +$8.79K 0.29% 65
2025
Q1 		$296K Sell
7,722
-218
-3% -$8.32K 0.29% 67
2024
Q4 		$313K Buy
+7,940
New +$306K 0.3% 66

Other funds holding SU

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Roxbury Financial's SU Position: Q2 2026 in Review

Roxbury Financial increased its Suncor Energy (SU) stake by 0.2% in Q2 2026, buying an estimated $950 and bringing the position to 7,516 shares worth $403K. The position accounts for 0.32% of the portfolio, ranked #70.

Roxbury Financial first reported a position in SU in Q4 2024 and has held it in 7 quarters since. The position peaked at $496K in Q1 2026. 160 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Roxbury Financial held 7,516 shares of Suncor Energy worth $403K as of Q2 2026.
  • Roxbury Financial bought 15 Suncor Energy shares in Q2 2026, an estimated $950.
  • Suncor Energy made up 0.32% of Roxbury Financial's portfolio in Q2 2026, its #70 holding.
  • Roxbury Financial first reported a position in Suncor Energy in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Suncor Energy position peaked at $496K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.