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TrueMark Investments’s Suncor Energy SU Stock Holding History

TrueMark Investments’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
-42,841
Closed -$1.9M – 261
2025
Q4 		$1.9M Buy
42,841
+5,559
+15% +$235K 0.36% 68
2025
Q3 		$1.56M Buy
37,282
+4,796
+15% +$192K 0.27% 98
2025
Q2 		$1.22M Buy
32,486
+5,014
+18% +$181K 0.26% 107
2025
Q1 		$1.06M Buy
+27,472
New +$1.05M 0.28% 93

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Elliott Investment Management
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TrueMark Investments's SU Position: Q1 2026 in Review

TrueMark Investments sold out of Suncor Energy (SU) in Q1 2026, closing a stake of 42,841 shares — an estimated $1.9M sold.

TrueMark Investments first reported a position in SU in Q1 2025 and held it in 4 quarters. The position peaked at $1.9M in Q4 2025. 753 funds tracked by Wall St. Rank hold SU as of Q1 2026.

  • TrueMark Investments reported no remaining Suncor Energy position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 42,841 Suncor Energy shares in Q1 2026, an estimated $1.9M.
  • TrueMark Investments first reported a position in Suncor Energy in Q1 2025 and held it in 4 quarters.
  • TrueMark Investments's Suncor Energy position peaked at $1.9M in Q4 2025.
  • 753 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.