SAG
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SageView Advisory Group’s Suncor Energy SU Stock Holding History

SageView Advisory Group’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 		– Sell
-20
Closed -$888 – 2208
2025
Q4 		$888 Buy
+20
New +$845 ﹤0.01% 2384

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SageView Advisory Group's SU Position: Q1 2026 in Review

SageView Advisory Group sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 20 shares — an estimated $888 sold.

SageView Advisory Group first reported a position in SU in Q4 2025 and held it in 1 quarter. The position peaked at $888 in Q4 2025. 753 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • SageView Advisory Group reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 20 Suncor Energy shares in Q1 2026, an estimated $888.
  • SageView Advisory Group first reported a position in Suncor Energy in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Suncor Energy position peaked at $888 in Q4 2025.
  • 753 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.