Bank of Montreal
SUN icon

Bank of Montreal’s Sunoco SUN Stock Holding History

Bank of Montreal’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,000
Closed -$48K – 4280
2017
Q1 		$48K Sell
2,000
-17,800
-90% -$472K ﹤0.01% 3097
2016
Q4 		$477K Buy
+19,800
New +$516K ﹤0.01% 2142
2015
Q2 		– Sell
-40,000
Closed -$2.05M – 4100
2015
Q1 		$2.05M Buy
+40,000
New +$2.02M ﹤0.01% 1355

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

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

Bank of Montreal sold out of Sunoco (SUN) in Q1 2026, closing a stake of 21,422 shares — an estimated $1.12M sold.

Bank of Montreal first reported a position in SUN in Q1 2015 and held it in 32 quarters. The position peaked at $17.5M in Q3 2019. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Bank of Montreal reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 21,422 Sunoco shares in Q1 2026, an estimated $1.12M.
  • Bank of Montreal first reported a position in Sunoco in Q1 2015 and held it in 32 quarters.
  • Bank of Montreal's Sunoco position peaked at $17.5M in Q3 2019.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

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