Transamerica Financial Advisors’s Suncor Energy SU Stock Holding History

Transamerica 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	$231K	Buy	4,304 +1,626	+61%	+$103K	0.02%	398
2026 Q1	$177K	Sell	2,678 -1,531	-36%	-$84.6K	0.02%	411
2025 Q4	$187K	Buy	4,209 +1,897	+82%	+$80.2K	0.02%	378
2025 Q3	$96.7K	Buy	2,312 +231	+11%	+$9.27K	0.01%	409
2025 Q2	$77.9K	Buy	2,081 +323	+18%	+$11.7K	0.01%	285
2025 Q1	$69K	Sell	1,758 -87	-5%	-$3.32K	0.01%	284
2024 Q4	$66K	Sell	1,845 -132	-7%	-$5.08K	0.01%	292
2024 Q3	$73K	Buy	1,977 +1,895	+2,311%	+$73.2K	0.01%	299
2024 Q2	$4K	Hold	82	–	–	﹤0.01%	359
2024 Q1	$4K	Buy	+82	New	+$2.76K	﹤0.01%	390

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

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

Transamerica Financial Advisors increased its Suncor Energy (SU) stake by 61% in Q2 2026, buying an estimated $103K and bringing the position to 4,304 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #398.

Transamerica Financial Advisors first reported a position in SU in Q1 2024 and has held it in 10 quarters since. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Transamerica Financial Advisors held 4,304 shares of Suncor Energy worth $231K as of Q2 2026.
Transamerica Financial Advisors bought 1,626 Suncor Energy shares in Q2 2026, an estimated $103K.
Suncor Energy made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #398 holding.
Transamerica Financial Advisors first reported a position in Suncor Energy in Q1 2024 and has held it in 10 quarters since.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

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