Bank of Montreal’s Suncor Energy SU Stock Holding History

Bank of Montreal’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	$2.41B	Sell	36,475,558 -38,070	-0.1%	-$2.1M	0.9%	23
2025 Q4	$1.62B	Buy	36,513,628 +3,955,262	+12%	+$167M	0.56%	34
2025 Q3	$1.36B	Buy	32,558,366 +7,639,360	+31%	+$306M	0.52%	38
2025 Q2	$934M	Buy	24,919,006 +498,472	+2%	+$18M	0.44%	48
2025 Q1	$946M	Buy	24,420,534 +1,915,036	+9%	+$73.1M	0.46%	46
2024 Q4	$802M	Sell	22,505,498 -5,128,094	-19%	-$197M	0.37%	52
2024 Q3	$1.02B	Buy	27,633,592 +1,323,216	+5%	+$51.1M	0.45%	44
2024 Q2	$1.02B	Sell	26,310,376 -4,260,921	-14%	-$165M	0.29%	43
2024 Q1	$1.13B	Buy	30,571,297 +142,132	+0.5%	+$4.78M	0.34%	39
2023 Q4	$976M	Buy	30,429,165 +1,764,441	+6%	+$57.6M	0.3%	47
2023 Q3	$1B	Sell	28,664,724 -1,177,331	-4%	-$37.8M	0.35%	39
2023 Q2	$895M	Buy	29,842,055 +3,368,529	+13%	+$101M	0.31%	41
2023 Q1	$822M	Sell	26,473,526 -13,485,208	-34%	-$439M	0.33%	40
2022 Q4	$1.27B	Buy	39,958,734 +6,653,135	+20%	+$219M	0.55%	21
2022 Q3	$1.03M	Buy	33,305,599 +9,198,743	+38%	+$291M	0.45%	34
2022 Q2	$883K	Sell	24,106,856 -4,061,488	-14%	-$148M	0.41%	45
2022 Q1	$930M	Buy	28,168,344 +3,350,333	+13%	+$99.4M	0.45%	49
2021 Q4	$619M	Sell	24,818,011 -1,058,594	-4%	-$25.8M	0.33%	68
2021 Q3	$542M	Sell	25,876,605 -5,646,858	-18%	-$113M	0.25%	76
2021 Q2	$632M	Buy	31,523,463 +5,406,733	+21%	+$124M	0.31%	63
2021 Q1	$549M	Sell	26,116,730 -10,347,928	-28%	-$203M	0.36%	54
2020 Q4	$668M	Sell	36,464,658 -2,482,476	-6%	-$36.5M	0.44%	48
2020 Q3	$467M	Sell	38,947,134 -5,060,662	-11%	-$79.2M	0.39%	54
2020 Q2	$692M	Buy	44,007,796 +1,269,159	+3%	+$21.7M	0.63%	30
2020 Q1	$720M	Buy	42,738,637 +4,672,245	+12%	+$122M	0.83%	22
2019 Q4	$1.25B	Buy	38,066,392 +605,458	+2%	+$18.9M	0.94%	19
2019 Q3	$1.18B	Buy	37,460,934 +5,689,937	+18%	+$171M	1.02%	16
2019 Q2	$990M	Sell	31,770,997 -1,070,084	-3%	-$34.2M	0.83%	21
2019 Q1	$1.07B	Sell	32,841,081 -281,747	-0.9%	-$9.17M	0.91%	19
2018 Q4	$926M	Sell	33,122,828 -3,199,327	-9%	-$106M	0.88%	20
2018 Q3	$1.41B	Buy	36,322,155 +1,179,689	+3%	+$47.7M	1.1%	13
2018 Q2	$1.43B	Sell	35,142,466 -2,657,844	-7%	-$104M	1.18%	11
2018 Q1	$1.31B	Buy	37,800,310 +259,470	+0.7%	+$9.04M	1.17%	14
2017 Q4	$1.38B	Buy	37,540,840 +968,427	+3%	+$33.6M	1.2%	14
2017 Q3	$1.28B	Sell	36,572,413 -2,587,906	-7%	-$82.6M	1.17%	13
2017 Q2	$1.14B	Sell	39,160,319 -2,866,882	-7%	-$88.1M	1.1%	15
2017 Q1	$1.29B	Buy	42,027,201 +4,996,026	+13%	+$157M	1.22%	14
2016 Q4	$1.18B	Buy	37,031,175 +3,606,675	+11%	+$111M	1.24%	11
2016 Q3	$929M	Sell	33,424,500 -718,150	-2%	-$19.6M	1.01%	13
2016 Q2	$947M	Buy	34,142,650 +1,226,999	+4%	+$33.6M	1.08%	14
2016 Q1	$915M	Buy	32,915,651 +1,687,441	+5%	+$40.8M	0.98%	14
2015 Q4	$806M	Sell	31,228,210 -2,735,447	-8%	-$75.5M	0.96%	17
2015 Q3	$908M	Sell	33,963,657 -2,094,650	-6%	-$56.2M	1.25%	12
2015 Q2	$992M	Sell	36,058,307 -4,427,701	-11%	-$134M	1.16%	13
2015 Q1	$1.18B	Buy	40,486,008 +1,149,433	+3%	+$34.2M	1.37%	9
2014 Q4	$1.25B	Sell	39,336,575 -3,256,496	-8%	-$108M	1.42%	10
2014 Q3	$1.54B	Sell	42,593,071 -2,684,696	-6%	-$108M	1.74%	4
2014 Q2	$1.93B	Buy	45,277,767 +1,812,577	+4%	+$70.6M	2.16%	4
2014 Q1	$1.52B	Buy	43,465,190 +4,773,199	+12%	+$159M	1.96%	4
2013 Q4	$1.36B	Buy	38,691,991 +843,802	+2%	+$29.7M	1.86%	4
2013 Q3	$1.35B	Buy	37,848,189 +1,620,888	+4%	+$53.9M	2.1%	4
2013 Q2	$1.07B	Buy	+36,227,301	New	+$1.09B	1.89%	5

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bank of Montreal's SU Position: Q1 2026 in Review

Bank of Montreal reduced its Suncor Energy (SU) stake by 0.1% in Q1 2026, selling an estimated $2.1M and leaving 36,475,558 shares worth $2.41B. The position accounts for 0.9% of the portfolio, ranked #23.

Bank of Montreal first reported a position in SU in Q2 2013 and has held it in 52 quarters since. 749 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Bank of Montreal held 36,475,558 shares of Suncor Energy worth $2.41B as of Q1 2026.
Bank of Montreal sold 38,070 Suncor Energy shares in Q1 2026, an estimated $2.1M.
Suncor Energy made up 0.9% of Bank of Montreal's portfolio in Q1 2026, its #23 holding.
Bank of Montreal first reported a position in Suncor Energy in Q2 2013 and has held it in 52 quarters since.
749 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.