SU SUNCOR ENERGY INC NEW COM

Ownership history in First Bank & Trust  ·  33 quarters on record

AI Ownership Summary

First Bank & Trust reported SUNCOR ENERGY INC NEW COM (SU) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2026 Q1. The latest visible filing shows SU at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in SUNCOR ENERGY INC NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SU was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held SU — position size vs. price
% of Fund (quarterly)    SU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,914 +2,347 +20.3% 0.15% $920K 2026-04-10 $64.43
2025 Q4 REDUCED 11,567 -232 -2.0% 0.08% $513K 2026-01-12 $46.27
2025 Q3 ADDED 11,799 +1,290 +12.3% 0.08% $493K 2025-10-10 $39.19
2025 Q2 REDUCED 10,509 -203 -1.9% 0.07% $394K 2025-07-09 $38.93
2025 Q1 REDUCED 10,712 -355 -3.2% 0.08% $415K 2025-04-28 $35.04
2024 Q4 ADDED 11,067 +1,868 +20.3% 0.08% $395K 2025-02-03 $36.45
2024 Q3 ADDED 9,199 +545 +6.3% 0.06% $340K 2024-10-24 $36.99
2024 Q2 ADDED 8,654 +387 +4.7% 0.07% $330K 2024-07-09 $35.61
2024 Q1 ADDED 8,267 +662 +8.7% 0.06% $305K 2024-04-17 $35.65
2023 Q4 ADDED 7,605 +1,368 +21.9% 0.06% $244K 2024-01-12 $30.48
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and SU

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning SU?

First Bank & Trust reported SU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SU position in First Bank & Trust's portfolio?

The largest reported portfolio weight for SU was 0.15% in 2026 Q1.

What is the latest reported SU position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 13,914 shares, equal to 0.15% of portfolio, with an estimated market value of $920K.

What does the chart on this SU ownership page compare?

The chart compares First Bank & Trust's quarterly SU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to First Bank & Trust Holdings