AF
FSUN

Allworth Financial’s FirstSun Capital Bancorp FSUN Stock Holding History

Allworth Financial’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
Q2 		$12.9K Buy
334
+296
+779% +$10.8K ﹤0.01% 3542
2026
Q1 		$1.39K Buy
38
+8
+27% +$303 ﹤0.01% 4469
2025
Q4 		$1.13K Sell
30
-137
-82% -$4.99K ﹤0.01% 4326
2025
Q3 		$6.48K Buy
+167
New +$6.29K ﹤0.01% 3395

Other funds holding FSUN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return

Allworth Financial's FSUN Position: Q2 2026 in Review

Allworth Financial increased its FirstSun Capital Bancorp (FSUN) stake by 779% in Q2 2026, buying an estimated $10.8K and bringing the position to 334 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

Allworth Financial first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Allworth Financial held 334 shares of FirstSun Capital Bancorp worth $12.9K as of Q2 2026.
  • Allworth Financial bought 296 FirstSun Capital Bancorp shares in Q2 2026, an estimated $10.8K.
  • FirstSun Capital Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3542 holding.
  • Allworth Financial first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.