BOLTON SECURITIES CORPORATION’s Suncor Energy SU Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$252K	Buy	3,717 +220	+6%	+$14.3K	0.01%	811
2026 Q2	$188K	Sell	3,497 -90	-3%	-$5.7K	0.01%	917
2026 Q1	$237K	Buy	+3,587	New	+$198K	0.01%	767
2025 Q3	$497K	Buy	+11,897	New	+$477K	0.02%	517
2025 Q1	$461K	Buy	+11,897	New	+$454K	0.03%	498

Other funds holding SU

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SU Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Suncor Energy (SU) stake by 6.3% in Q3 2026, buying an estimated $14.3K and bringing the position to 3,717 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #811.

BOLTON SECURITIES CORPORATION first reported a position in SU in Q1 2025 and has held it in 5 quarters since. The position peaked at $497K in Q3 2025. 514 funds tracked by Wall St. Rank hold SU as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,717 shares of Suncor Energy worth $252K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 220 Suncor Energy shares in Q3 2026, an estimated $14.3K.
Suncor Energy made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #811 holding.
BOLTON SECURITIES CORPORATION first reported a position in Suncor Energy in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's Suncor Energy position peaked at $497K in Q3 2025.
514 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.