Tompkins Financial’s Suncor Energy SU Stock Holding History

Tompkins 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 Q1	–	Sell	-105	Closed	-$4.66K	–	664
2025 Q4	$4.66K	Buy	105 +35	+50%	+$1.48K	﹤0.01%	489
2025 Q3	$2.93K	Hold	70	–	–	﹤0.01%	501
2025 Q2	$2.62K	Hold	70	–	–	﹤0.01%	500
2025 Q1	$2.71K	Buy	+70	New	+$2.67K	﹤0.01%	517
2021 Q4	–	Sell	-113	Closed	-$2K	–	394
2021 Q3	$2K	Buy	+113	New	+$2.26K	﹤0.01%	373
2021 Q1	$2K	Hold	113	–	–	﹤0.01%	411
2020 Q4	$2K	Buy	+113	New	+$1.66K	﹤0.01%	429

Other funds holding SU

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tompkins Financial's SU Position: Q1 2026 in Review

Tompkins Financial sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 105 shares — an estimated $4.66K sold.

Tompkins Financial first reported a position in SU in Q4 2020 and held it in 7 quarters. The position peaked at $4.66K in Q4 2025. 753 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Tompkins Financial reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
Tompkins Financial sold 105 Suncor Energy shares in Q1 2026, an estimated $4.66K.
Tompkins Financial first reported a position in Suncor Energy in Q4 2020 and held it in 7 quarters.
Tompkins Financial's Suncor Energy position peaked at $4.66K in Q4 2025.
753 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.