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	$26.2M	Buy	396,400 +359,300	+968%	+$19.9M	0.01%	750
2025 Q4	$1.65M	Sell	37,100 -9,000	-20%	-$380K	﹤0.01%	1736
2025 Q3	$1.93M	Buy	+46,100	New	+$1.85M	﹤0.01%	1672
2025 Q2	–	Sell	-37,500	Closed	-$1.45M	–	3728
2025 Q1	$1.45M	Sell	37,500 -471,500	-93%	-$18M	﹤0.01%	1645
2024 Q4	$18.1M	Buy	509,000 +501,400	+6,597%	+$19.3M	0.01%	783
2024 Q3	$280K	Sell	7,600 -292,400	-97%	-$11.3M	﹤0.01%	2821
2024 Q2	$11.6M	Sell	300,000 -300,000	-50%	-$11.6M	﹤0.01%	944
2024 Q1	$22.1M	Sell	600,000 -275,400	-31%	-$9.27M	0.01%	705
2023 Q4	$28.1M	Buy	875,400 +341,400	+64%	+$11.1M	0.01%	668
2023 Q3	$18.7M	Sell	534,000 -316,200	-37%	-$10.1M	0.01%	741
2023 Q2	$25.5M	Buy	850,200 +595,900	+234%	+$17.8M	0.01%	644
2023 Q1	$7.9M	Sell	254,300 -1,486,800	-85%	-$48.4M	﹤0.01%	1025
2022 Q4	$55.3M	Buy	1,741,100 +688,800	+65%	+$22.6M	0.02%	354
2022 Q3	$32.6K	Sell	1,052,300 -1,835,300	-64%	-$58M	0.01%	509
2022 Q2	$106K	Buy	2,887,600 +2,044,700	+243%	+$74.4M	0.05%	233
2022 Q1	$27.8M	Buy	842,900 +270,000	+47%	+$8.01M	0.01%	669
2021 Q4	$14.3M	Buy	572,900 +91,600	+19%	+$2.23M	0.01%	853
2021 Q3	$10.1M	Buy	481,300 +163,900	+52%	+$3.28M	﹤0.01%	1296
2021 Q2	$6.36M	Sell	317,400 -706,600	-69%	-$16.2M	﹤0.01%	1497
2021 Q1	$21.5M	Sell	1,024,000 -39,100	-4%	-$766K	0.01%	667
2020 Q4	$19.5M	Buy	1,063,100 +560,900	+112%	+$8.24M	0.01%	716
2020 Q3	$6.02M	Sell	502,200 -349,300	-41%	-$5.47M	0.01%	1099
2020 Q2	$13.4M	Buy	851,500 +835,200	+5,124%	+$14.3M	0.01%	713
2020 Q1	$275K	Sell	16,300 -800	-5%	-$21K	﹤0.01%	2224
2019 Q4	$561K	Sell	17,100 -692,700	-98%	-$21.6M	﹤0.01%	2604
2019 Q3	$22.4M	Buy	709,800 +403,700	+132%	+$12.1M	0.02%	585
2019 Q2	$9.54M	Buy	306,100 +199,500	+187%	+$6.38M	0.01%	924
2019 Q1	$3.46M	Sell	106,600 -250,300	-70%	-$8.15M	﹤0.01%	1369
2018 Q4	$9.98M	Buy	+356,900	New	+$11.9M	0.01%	780
2018 Q3	–	Sell	-505,500	Closed	-$20.6M	–	4879
2018 Q2	$20.6M	Buy	505,500 +207,700	+70%	+$8.09M	0.02%	609
2018 Q1	$10.3M	Buy	297,800 +294,600	+9,206%	+$10.3M	0.01%	854
2017 Q4	$118K	Buy	+3,200	New	+$111K	﹤0.01%	2942
2017 Q1	–	Sell	-28,000	Closed	-$892K	–	4177
2016 Q4	$892K	Buy	28,000 +14,000	+100%	+$429K	﹤0.01%	1937
2016 Q3	$389K	Hold	14,000	–	–	﹤0.01%	2181
2016 Q2	$388K	Sell	14,000 -90,500	-87%	-$2.48M	﹤0.01%	2192
2016 Q1	$2.91M	Buy	+104,500	New	+$2.53M	﹤0.01%	1258
2015 Q4	–	Sell	-49,500	Closed	-$1.32M	–	4406
2015 Q3	$1.32M	Sell	49,500 -3,700	-7%	-$99.3K	﹤0.01%	1462
2015 Q2	$1.46M	Hold	53,200	–	–	﹤0.01%	1502
2015 Q1	$1.56M	Sell	53,200 -401,800	-88%	-$11.9M	﹤0.01%	1455
2014 Q4	$14.5M	Buy	455,000 +435,000	+2,175%	+$14.4M	0.02%	619
2014 Q3	$723K	Sell	20,000 -366,900	-95%	-$14.7M	﹤0.01%	1918
2014 Q2	$16.5M	Buy	386,900 +350,300	+957%	+$13.6M	0.02%	570
2014 Q1	$1.28M	Sell	36,600 -147,500	-80%	-$4.91M	﹤0.01%	1545
2013 Q4	$6.45M	Sell	184,100 -371,200	-67%	-$13.1M	0.01%	746
2013 Q3	$19.9M	Buy	555,300 +488,300	+729%	+$16.2M	0.03%	345
2013 Q2	$1.98M	Buy	+67,000	New	+$2.02M	﹤0.01%	1099

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 $115B AUM 41.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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. 750 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.
750 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.