First Bank & Trust’s Suncor Energy SU Stock Holding History

First Bank & Trust’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 Q2	$752K	Buy	14,010 +96	+0.7%	+$6.08K	0.11%	132
2026 Q1	$920K	Buy	13,914 +2,347	+20%	+$130K	0.15%	108
2025 Q4	$513K	Sell	11,567 -232	-2%	-$9.8K	0.08%	158
2025 Q3	$493K	Buy	11,799 +1,290	+12%	+$51.7K	0.08%	149
2025 Q2	$394K	Sell	10,509 -203	-2%	-$7.34K	0.07%	163
2025 Q1	$415K	Sell	10,712 -355	-3%	-$13.5K	0.08%	149
2024 Q4	$395K	Buy	11,067 +1,868	+20%	+$71.9K	0.08%	159
2024 Q3	$340K	Buy	9,199 +545	+6%	+$21K	0.06%	170
2024 Q2	$330K	Buy	8,654 +387	+5%	+$15K	0.07%	161
2024 Q1	$305K	Buy	8,267 +662	+9%	+$22.3K	0.06%	170
2023 Q4	$244K	Buy	7,605 +1,368	+22%	+$44.7K	0.06%	166
2023 Q3	$214K	Sell	6,237 -966	-13%	-$31K	0.06%	170
2023 Q2	$211K	Buy	7,203 +109	+2%	+$3.26K	0.05%	184
2023 Q1	$220K	Sell	7,094 -313	-4%	-$10.2K	0.06%	175
2022 Q4	$235K	Buy	+7,407	New	+$243K	0.07%	160
2022 Q3	–	Sell	-5,647	Closed	-$198K	–	457
2022 Q2	$198K	Buy	5,647 +540	+11%	+$19.7K	0.06%	170
2022 Q1	$166K	Sell	5,107 -281	-5%	-$8.34K	0.05%	209
2021 Q4	$135K	Buy	5,388 +544	+11%	+$13.3K	0.06%	222
2021 Q3	$100K	Buy	4,844 +342	+8%	+$6.84K	0.05%	231
2021 Q2	$108K	Buy	4,502 +1,110	+33%	+$25.5K	0.05%	227
2021 Q1	$71K	Buy	3,392 +523	+18%	+$10.3K	0.04%	246
2020 Q4	$48K	Buy	2,869 +260	+10%	+$3.82K	0.03%	260
2020 Q3	$32K	Buy	2,609 +28	+1%	+$438	0.02%	266
2020 Q2	$44K	Buy	2,581 +1,343	+108%	+$23K	0.03%	241
2020 Q1	$20K	Sell	1,238 -793	-39%	-$20.8K	0.02%	284
2019 Q4	$67K	Sell	2,031 -140	-6%	-$4.37K	0.05%	216
2019 Q3	$69K	Sell	2,171 -53	-2%	-$1.59K	0.05%	200
2019 Q2	$69K	Buy	2,224 +320	+17%	+$10.2K	0.06%	192
2019 Q1	$62K	Sell	1,904 -2	-0.1%	-$65	0.05%	196
2018 Q4	$53K	Buy	1,906 +406	+27%	+$13.5K	0.05%	204
2018 Q3	$62K	Hold	1,500	–	–	0.05%	197
2018 Q2	$61K	Buy	1,500 +492	+49%	+$19.2K	0.05%	191
2018 Q1	$35K	Buy	1,008 +649	+181%	+$22.6K	0.03%	214
2017 Q4	$13K	Buy	+359	New	+$12.5K	0.01%	225

Other funds holding SU

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $364M AUM 22.11% 1-Year Est. Return

First Bank & Trust's SU Position: Q2 2026 in Review

First Bank & Trust increased its Suncor Energy (SU) stake by 0.69% in Q2 2026, buying an estimated $6.08K and bringing the position to 14,010 shares worth $752K. The position accounts for 0.11% of the portfolio, ranked #132.

First Bank & Trust first reported a position in SU in Q4 2017 and has held it in 34 quarters since. The position peaked at $920K in Q1 2026. 111 funds tracked by Wall St. Rank hold SU as of Q2 2026.

First Bank & Trust held 14,010 shares of Suncor Energy worth $752K as of Q2 2026.
First Bank & Trust bought 96 Suncor Energy shares in Q2 2026, an estimated $6.08K.
Suncor Energy made up 0.11% of First Bank & Trust's portfolio in Q2 2026, its #132 holding.
First Bank & Trust first reported a position in Suncor Energy in Q4 2017 and has held it in 34 quarters since.
First Bank & Trust's Suncor Energy position peaked at $920K in Q1 2026.
111 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.