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

First Citizens 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 Q1	–	Sell	-5,294	Closed	-$235K	–	673
2025 Q4	$235K	Buy	+5,294	New	+$224K	﹤0.01%	597
2015 Q1	–	Sell	-145,515	Closed	-$4.62M	–	414
2014 Q4	$4.62M	Sell	145,515 -263	-0.2%	-$8.7K	0.35%	95
2014 Q3	$5.27M	Buy	145,778 +23,783	+19%	+$955K	0.43%	83
2014 Q2	$5.2M	Buy	121,995 +5,058	+4%	+$197K	0.44%	81
2014 Q1	$4.09M	Buy	116,937 +2,492	+2%	+$83K	0.37%	94
2013 Q4	$4.01M	Buy	114,445 +12,070	+12%	+$424K	0.36%	92
2013 Q3	$3.66M	Buy	102,375 +9,066	+10%	+$302K	0.14%	161
2013 Q2	$2.75M	Buy	+93,309	New	+$2.81M	0.11%	184

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return