Superior Planning, LLC’s FirstSun Capital Bancorp FSUN Stock Holding History

Superior Planning, LLC’s Portfolio FSUN Stock Details FSUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$154	Buy	+4	New	+$155	﹤0.01%	2054

Other funds holding FSUN

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stelac Advisory Services New York $612M AUM 21.83% 1-Year Est. Return

PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Atlas Merchant Capital New York $6.46M AUM 79.16% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Superior Planning, LLC's FSUN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FirstSun Capital Bancorp (FSUN) in Q3 2026: 4 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #2054 among its holdings.

97 funds tracked by Wall St. Rank hold FSUN as of Q3 2026.

Superior Planning, LLC held 4 shares of FirstSun Capital Bancorp worth $154 as of Q3 2026.
FirstSun Capital Bancorp was a new Superior Planning, LLC position in Q3 2026.
FirstSun Capital Bancorp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2054 holding.
97 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.