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Sequoia Financial Advisors’s Suncor Energy SU Stock Holding History

Sequoia Financial Advisors’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 		$2.68M Buy
49,966
+1,000
+2% +$63.3K 0.01% 516
2026
Q1 		$3.24M Sell
48,966
-4,154
-8% -$230K 0.02% 435
2025
Q4 		$2.36M Buy
53,120
+1,141
+2% +$48.2K 0.01% 522
2025
Q3 		$2.17M Buy
51,979
+2,311
+5% +$92.7K 0.01% 495
2025
Q2 		$1.86M Buy
49,668
+14,960
+43% +$541K 0.01% 494
2025
Q1 		$1.34M Sell
34,708
-425
-1% -$16.2K 0.01% 531
2024
Q4 		$1.25M Buy
35,133
+474
+1% +$18.2K 0.01% 516
2024
Q3 		$1.28M Buy
34,659
+18,398
+113% +$710K 0.01% 474
2024
Q2 		$620K Buy
16,261
+2,723
+20% +$105K 0.01% 620
2024
Q1 		$500K Sell
13,538
-7,636
-36% -$257K 0.01% 688
2023
Q4 		$678K Buy
21,174
+9,068
+75% +$296K 0.01% 646
2023
Q3 		$416K Buy
12,106
+296
+3% +$9.49K 0.01% 567
2023
Q2 		$346K Buy
11,810
+1,960
+20% +$58.6K 0.01% 644
2023
Q1 		$306K Buy
9,850
+31
+0.3% +$1.01K 0.01% 619
2022
Q4 		$312K Buy
+9,819
New +$323K 0.01% 571
2022
Q3 		– Sell
-5,685
Closed -$200K – 583
2022
Q2 		$200K Buy
+5,685
New +$207K 0.01% 548

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Sequoia Financial Advisors's SU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Suncor Energy (SU) stake by 2% in Q2 2026, buying an estimated $63.3K and bringing the position to 49,966 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #516.

Sequoia Financial Advisors first reported a position in SU in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.24M in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Sequoia Financial Advisors held 49,966 shares of Suncor Energy worth $2.68M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,000 Suncor Energy shares in Q2 2026, an estimated $63.3K.
  • Suncor Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #516 holding.
  • Sequoia Financial Advisors first reported a position in Suncor Energy in Q2 2022 and has held it in 16 quarters since.
  • Sequoia Financial Advisors's Suncor Energy position peaked at $3.24M in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.