Bank of Montreal’s SunocoCorp LLC SUNC Stock Holding History

Bank of Montreal’s Portfolio SUNC Stock Details SUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.45M	Buy	55,901 +24,116	+76%	+$1.37M	﹤0.01%	1461
2025 Q4	$1.57M	Buy	+31,785	New	+$1.6M	﹤0.01%	1753

Other funds holding SUNC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $2.91B AUM

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

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

Bank of Montreal increased its SunocoCorp LLC (SUNC) stake by 76% in Q1 2026, buying an estimated $1.37M and bringing the position to 55,901 shares worth $3.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Bank of Montreal first reported a position in SUNC in Q4 2025 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

Bank of Montreal held 55,901 shares of SunocoCorp LLC worth $3.45M as of Q1 2026.
Bank of Montreal bought 24,116 SunocoCorp LLC shares in Q1 2026, an estimated $1.37M.
SunocoCorp LLC made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1461 holding.
Bank of Montreal first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 2 quarters since.
159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

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