Waverly Advisors’s Suncor Energy SU Stock Holding History

Waverly 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	$626K	Sell	11,667 -1,030	-8%	-$65.2K	﹤0.01%	1066
2026 Q1	$839K	Buy	12,697 +1,220	+11%	+$67.4K	0.01%	883
2025 Q4	$509K	Buy	11,477 +734	+7%	+$31K	﹤0.01%	1003
2025 Q3	$449K	Sell	10,743 -209	-2%	-$8.38K	﹤0.01%	887
2025 Q2	$410K	Sell	10,952 -4,045	-27%	-$146K	﹤0.01%	864
2025 Q1	$581K	Sell	14,997 -957	-6%	-$36.5K	0.01%	732
2024 Q4	$569K	Buy	+15,954	New	+$614K	0.01%	652
2015 Q4	–	Sell	-608	Closed	-$16K	–	357
2015 Q3	$16K	Hold	608	–	–	0.01%	314
2015 Q2	$17K	Hold	608	–	–	0.01%	229
2015 Q1	$18K	Hold	608	–	–	0.01%	204
2014 Q4	$19K	Sell	608 -107	-15%	-$3.54K	0.01%	220
2014 Q3	$26K	Buy	715 +608	+568%	+$24.4K	0.01%	297
2014 Q2	$5K	Buy	107 +14	+15%	+$545	﹤0.01%	593
2014 Q1	$3K	Sell	93 -1,276	-93%	-$42.5K	﹤0.01%	634
2013 Q4	$48K	Buy	1,369 +93	+7%	+$3.27K	0.02%	338
2013 Q3	$46K	Buy	+1,276	New	+$42.4K	0.02%	266

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

Waverly Advisors's SU Position: Q2 2026 in Review

Waverly Advisors reduced its Suncor Energy (SU) stake by 8.1% in Q2 2026, selling an estimated $65.2K and leaving 11,667 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Waverly Advisors first reported a position in SU in Q3 2013 and has held it in 16 quarters since. The position peaked at $839K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Waverly Advisors held 11,667 shares of Suncor Energy worth $626K as of Q2 2026.
Waverly Advisors sold 1,030 Suncor Energy shares in Q2 2026, an estimated $65.2K.
Suncor Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1066 holding.
Waverly Advisors first reported a position in Suncor Energy in Q3 2013 and has held it in 16 quarters since.
Waverly Advisors's Suncor Energy position peaked at $839K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.