First PREMIER Bank’s Suncor Energy SU Stock Holding History

First PREMIER Bank’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
2025 Q4	–	Sell	-207	Closed	-$9K	–	396
2025 Q3	$9K	Buy	+207	New	+$8.3K	﹤0.01%	339
2023 Q1	–	Sell	-320	Closed	-$10K	–	414
2022 Q4	$10K	Hold	320	–	–	﹤0.01%	350
2022 Q3	$9K	Hold	320	–	–	﹤0.01%	358
2022 Q2	$11K	Hold	320	–	–	﹤0.01%	350
2022 Q1	$10K	Hold	320	–	–	﹤0.01%	338
2021 Q4	$8K	Hold	320	–	–	﹤0.01%	338
2021 Q3	$7K	Hold	320	–	–	﹤0.01%	342
2021 Q2	$8K	Buy	+320	New	+$7.34K	﹤0.01%	341
2019 Q4	–	Sell	-2,179	Closed	-$69K	–	328
2019 Q3	$69K	Buy	+2,179	New	+$65.5K	0.04%	143
2019 Q1	–	Sell	-340	Closed	-$10K	–	312
2018 Q4	$10K	Buy	+340	New	+$11.3K	0.01%	237
2017 Q4	–	Sell	-100	Closed	-$4K	–	255
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	238
2017 Q2	$3K	Buy	+100	New	+$3.08K	﹤0.01%	229

Other funds holding SU

Royal Bank of Canada

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

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

Fidelity International

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return