Avion Wealth’s FirstSun Capital Bancorp FSUN Stock Holding History

Avion Wealth’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
2025 Q2	–	Sell	-8	Closed	–	–	1672
2025 Q1	$0	Buy	+8	New	+$319	﹤0.01%	1399

Other funds holding FSUN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avion Wealth's FSUN Position: Q2 2025 in Review

Avion Wealth sold out of FirstSun Capital Bancorp (FSUN) in Q2 2025, closing a stake of 8 shares.

Avion Wealth first reported a position in FSUN in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 83 funds tracked by Wall St. Rank hold FSUN as of Q2 2025.

Avion Wealth reported no remaining FirstSun Capital Bancorp position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 8 FirstSun Capital Bancorp shares in Q2 2025.
Avion Wealth first reported a position in FirstSun Capital Bancorp in Q1 2025 and held it in 1 quarter.
Avion Wealth's FirstSun Capital Bancorp position peaked at $0 in Q1 2025.
83 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.