Bank of Montreal
SUNC

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
Q2 		$1.75M Sell
25,852
-30,049
-54% -$1.97M ﹤0.01% 1798
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of Montreal's SUNC Position: Q2 2026 in Review

Bank of Montreal reduced its SunocoCorp LLC (SUNC) stake by 54% in Q2 2026, selling an estimated $1.97M and leaving 25,852 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Bank of Montreal first reported a position in SUNC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.45M in Q1 2026. 174 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

  • Bank of Montreal held 25,852 shares of SunocoCorp LLC worth $1.75M as of Q2 2026.
  • Bank of Montreal sold 30,049 SunocoCorp LLC shares in Q2 2026, an estimated $1.97M.
  • SunocoCorp LLC made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1798 holding.
  • Bank of Montreal first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 3 quarters since.
  • Bank of Montreal's SunocoCorp LLC position peaked at $3.45M in Q1 2026.
  • 174 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.