Union Savings Bank’s Suncor Energy SU Stock Holding History

Union Savings Bank’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	$133K	Hold	2,475	–	–	0.05%	155
2026 Q1	$164K	Hold	2,475	–	–	0.07%	138
2025 Q4	$110K	Buy	+2,475	New	+$105K	0.05%	172
2025 Q2	$97.6K	Hold	2,475	–	–	0.04%	177
2025 Q1	$95.8K	Hold	2,475	–	–	0.05%	180
2024 Q4	$88.3K	Hold	2,475	–	–	0.04%	184
2024 Q3	$91.4K	Hold	2,475	–	–	0.04%	187
2024 Q2	$94.3K	Hold	2,475	–	–	0.05%	182
2024 Q1	$91.3K	Hold	2,475	–	–	0.05%	183
2023 Q4	$79.3K	Hold	2,475	–	–	0.05%	189
2023 Q3	$85.1K	Hold	2,475	–	–	0.05%	180
2023 Q2	$77.4K	Buy	+2,475	New	+$74K	0.05%	187

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

Union Savings Bank's SU Position: Q2 2026 in Review

Union Savings Bank held its Suncor Energy (SU) position steady in Q2 2026 at 2,475 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #155.

Union Savings Bank first reported a position in SU in Q2 2023 and has held it in 12 quarters since. The position peaked at $164K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Union Savings Bank held 2,475 shares of Suncor Energy worth $133K as of Q2 2026.
Union Savings Bank left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up 0.05% of Union Savings Bank's portfolio in Q2 2026, its #155 holding.
Union Savings Bank first reported a position in Suncor Energy in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Suncor Energy position peaked at $164K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.