M&T Bank

M&T Bank’s Sunoco SUN Stock Holding History

M&T Bank’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$851K	Hold	13,106	–	–	﹤0.01%	912
2025 Q4	$687K	Hold	13,106	–	–	﹤0.01%	998
2025 Q3	$655K	Hold	13,106	–	–	﹤0.01%	901
2025 Q2	$702K	Hold	13,106	–	–	﹤0.01%	952
2025 Q1	$761K	Hold	13,106	–	–	﹤0.01%	915
2024 Q4	$674K	Sell	13,106 -520	-4%	-$27.5K	﹤0.01%	1049
2024 Q3	$731K	Hold	13,626	–	–	﹤0.01%	1021
2024 Q2	$770K	Buy	+13,626	New	+$743K	﹤0.01%	951
2017 Q2	–	Sell	-12,221	Closed	-$295K	–	1693
2017 Q1	$295K	Sell	12,221 -175	-1%	-$4.64K	﹤0.01%	1245
2016 Q4	$333K	Sell	12,396 -1,640	-12%	-$42.7K	﹤0.01%	1230
2016 Q3	$407K	Sell	14,036 -1,310	-9%	-$39.4K	﹤0.01%	1132
2016 Q2	$459K	Hold	15,346	–	–	﹤0.01%	1062
2016 Q1	$508K	Buy	15,346 +3,084	+25%	+$98.4K	﹤0.01%	1031
2015 Q4	$485K	Buy	12,262 +4,578	+60%	+$165K	﹤0.01%	1078
2015 Q3	$260K	Sell	7,684 -33,160	-81%	-$1.27M	﹤0.01%	1384
2015 Q2	$1.85M	Buy	+40,844	New	+$1.97M	0.01%	654

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return