EASTERN BANK SU — SUNCOR ENERGY INC COM

Ownership history in EASTERN BANK  ·  16 quarters on record

AI Ownership Summary

EASTERN BANK reported SUNCOR ENERGY INC COM (SU) in 16 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows SU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in SUNCOR ENERGY INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SU stock page EASTERN BANK fund profile EASTERN BANK full holdings
How EASTERN BANK held SU — position size vs. price
% of Fund (quarterly)    SU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,024 +349 +51.7% 0.00% $55K 2026-07-01 $53.57
2026 Q1 UNCHANGED — — — 675 — 0% 0.00% $45K 2026-04-07 $66.35
2025 Q4 UNCHANGED — — — 675 — 0% 0.00% $30K 2026-01-14 $48.94
2025 Q3 UNCHANGED — — — 675 — 0% 0.00% $28K 2025-10-27 $39.47
2025 Q2 REDUCED 20.6% +12.1% ❌ 675 -175 -20.6% 0.00% $25K 2025-07-24 $39.14
2025 Q1 ADDED — — — 850 +175 +25.9% 0.00% $33K 2025-05-08 $33.38
2024 Q4 UNCHANGED — — — 675 — 0% 0.00% $24K 2025-01-13 $37.98
2024 Q3 REDUCED 96.1% -3.4% ✅ 675 -16,505 -96.1% 0.00% $25K 2024-10-21 $37.19
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SU

As of 2026 Q2 — sorted by position size

Roxbury Financial LLC 0.32% Hilltop National Bank 0.04% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Noble Wealth Management PBC 0.0% CX Institutional 3Y 7Y 0.0%

FAQ About EASTERN BANK and SU

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning SU?

EASTERN BANK reported SU across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported SU position in EASTERN BANK's portfolio?

The largest reported portfolio weight for SU was 0.00% in 2026 Q2.

What is the latest reported SU position on this page?

The most recent filing on this page is 2026 Q2, when EASTERN BANK reported 1,024 shares, equal to 0.00% of portfolio, with an estimated market value of $55K.

What does the chart on this SU ownership page compare?

The chart compares EASTERN BANK's quarterly SU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EASTERN BANK time their SU position?

Based on 13F filing dates vs. subsequent SU price moves, EASTERN BANK correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on SU relative to SPY over the holding period was +3.0%.

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