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Stonebridge Financial Group (Pennsylvania)’s Suncor Energy SU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,265
Closed -$49K – 849
2025
Q1 		$49K Hold
1,265
– – 0.01% 387
2024
Q4 		$45.1K Buy
+1,265
New +$48.7K 0.01% 398

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SU Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 1,265 shares — an estimated $49K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SU in Q4 2024 and held it in 2 quarters. The position peaked at $49K in Q1 2025. 643 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,265 Suncor Energy shares in Q2 2025, an estimated $49K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Suncor Energy in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Suncor Energy position peaked at $49K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.