Summit Financial’s Suncor Energy SU Stock Holding History

Summit 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	$2.87M	Sell	53,531 -742	-1%	-$47K	0.03%	517
2026 Q1	$3.59M	Sell	54,273 -396	-0.7%	-$21.9K	0.05%	405
2025 Q4	$2.43M	Sell	54,669 -605	-1%	-$25.6K	0.04%	443
2025 Q3	$2.31M	Sell	55,274 -448	-0.8%	-$18K	0.04%	439
2025 Q2	$2.09M	Sell	55,722 -1,067	-2%	-$38.6K	0.05%	285
2025 Q1	$2.2M	Buy	56,789 +1,313	+2%	+$50.1K	0.06%	248
2024 Q4	$1.98M	Buy	+55,476	New	+$2.13M	0.07%	216

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Summit Financial's SU Position: Q2 2026 in Review

Summit Financial reduced its Suncor Energy (SU) stake by 1.4% in Q2 2026, selling an estimated $47K and leaving 53,531 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #517.

Summit Financial first reported a position in SU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.59M in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Summit Financial held 53,531 shares of Suncor Energy worth $2.87M as of Q2 2026.
Summit Financial sold 742 Suncor Energy shares in Q2 2026, an estimated $47K.
Suncor Energy made up 0.03% of Summit Financial's portfolio in Q2 2026, its #517 holding.
Summit Financial first reported a position in Suncor Energy in Q4 2024 and has held it in 7 quarters since.
Summit Financial's Suncor Energy position peaked at $3.59M in Q1 2026.
755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.