SWIM
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Smallwood Wealth Investment Management’s Suncor Energy SU Stock Holding History

Smallwood Wealth Investment Management’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 		$2.68K Hold
50
– – ﹤0.01% 393
2026
Q1 		$3.31K Hold
50
– – ﹤0.01% 389
2025
Q4 		$2.22K Hold
50
– – ﹤0.01% 396
2025
Q3 		$2.09K Hold
50
– – ﹤0.01% 395
2025
Q2 		$1.87K Hold
50
– – ﹤0.01% 407
2025
Q1 		$1.94K Buy
+50
New +$1.91K ﹤0.01% 390

Other funds holding SU

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Smallwood Wealth Investment Management's SU Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Suncor Energy (SU) position steady in Q2 2026 at 50 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Smallwood Wealth Investment Management first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.31K in Q1 2026. 247 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Smallwood Wealth Investment Management held 50 shares of Suncor Energy worth $2.68K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Suncor Energy share count unchanged in Q2 2026.
  • Suncor Energy made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #393 holding.
  • Smallwood Wealth Investment Management first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Suncor Energy position peaked at $3.31K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.