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 Q2	$26.8K	Hold	500	–	–	﹤0.01%	482
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	–	782
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	–	639
2015 Q1	$1K	Buy	+43	New	+$1.28K	﹤0.01%	546

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

Valley National Advisers's SU Position: Q2 2026 in Review

Valley National Advisers held its Suncor Energy (SU) position steady in Q2 2026 at 500 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Valley National Advisers first reported a position in SU in Q1 2015 and has held it in 22 quarters since. The position peaked at $33K in Q1 2026. 755 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Valley National Advisers held 500 shares of Suncor Energy worth $26.8K as of Q2 2026.
Valley National Advisers left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #482 holding.
Valley National Advisers first reported a position in Suncor Energy in Q1 2015 and has held it in 22 quarters since.
Valley National Advisers's Suncor Energy position peaked at $33K in Q1 2026.
755 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.