Valley National Advisers’s Suncor Energy SU Stock Holding History

Valley National Advisers’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	$33K	Hold	500	–	–	﹤0.01%	443
2025 Q4	$22K	Hold	500	–	–	﹤0.01%	496
2025 Q3	$20K	Hold	500	–	–	﹤0.01%	471
2025 Q2	$18K	Hold	500	–	–	﹤0.01%	491
2025 Q1	$19K	Hold	500	–	–	﹤0.01%	493
2024 Q4	$17K	Hold	500	–	–	﹤0.01%	475
2024 Q3	$18K	Hold	500	–	–	﹤0.01%	459
2024 Q2	$19K	Hold	500	–	–	﹤0.01%	517
2024 Q1	$18K	Sell	500 -168	-25%	-$5.65K	﹤0.01%	545
2023 Q4	$21K	Buy	668 +168	+34%	+$5.49K	﹤0.01%	535
2023 Q3	$17K	Hold	500	–	–	﹤0.01%	529
2023 Q2	$15K	Hold	500	–	–	﹤0.01%	547
2023 Q1	$15K	Hold	500	–	–	﹤0.01%	543
2022 Q4	$15K	Hold	500	–	–	﹤0.01%	534
2022 Q3	$16K	Hold	500	–	–	﹤0.01%	529
2022 Q2	$17K	Hold	500	–	–	﹤0.01%	508
2022 Q1	$16K	Hold	500	–	–	﹤0.01%	546
2021 Q4	$13K	Buy	+500	New	+$12.2K	﹤0.01%	569
2019 Q2	–	Sell	-165	Closed	-$5K	–	783
2019 Q1	$5K	Sell	165 -53	-24%	-$1.73K	﹤0.01%	561
2018 Q4	$6K	Buy	+218	New	+$7.24K	﹤0.01%	508
2015 Q2	–	Sell	-43	Closed	-$1K	–	640
2015 Q1	$1K	Buy	+43	New	+$1.28K	﹤0.01%	546

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return