Caldwell Sutter Capital’s FirstSun Capital Bancorp FSUN Stock Holding History

Caldwell Sutter Capital’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	$2.36M	Buy	60,912 +2,590	+4%	+$94.8K	0.89%	22
2026 Q1	$2.13M	Sell	58,322 -350	-0.6%	-$13.3K	0.86%	24
2025 Q4	$2.21M	Sell	58,672 -4,733	-7%	-$172K	0.94%	25
2025 Q3	$2.46M	Hold	63,405	–	–	1.05%	17
2025 Q2	$2.2M	Hold	63,405	–	–	1.01%	22
2025 Q1	$2.29M	Sell	63,405 -261	-0.4%	-$10.4K	1.09%	17
2024 Q4	$2.55M	Hold	63,666	–	–	1.19%	13
2024 Q3	$2.71M	Buy	+63,666	New	+$2.63M	1.26%	12

Other funds holding FSUN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Caldwell Sutter Capital's FSUN Position: Q2 2026 in Review

Caldwell Sutter Capital increased its FirstSun Capital Bancorp (FSUN) stake by 4.4% in Q2 2026, buying an estimated $94.8K and bringing the position to 60,912 shares worth $2.36M. The position accounts for 0.89% of the portfolio, ranked #22.

Caldwell Sutter Capital first reported a position in FSUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q3 2024. 165 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

Caldwell Sutter Capital held 60,912 shares of FirstSun Capital Bancorp worth $2.36M as of Q2 2026.
Caldwell Sutter Capital bought 2,590 FirstSun Capital Bancorp shares in Q2 2026, an estimated $94.8K.
FirstSun Capital Bancorp made up 0.89% of Caldwell Sutter Capital's portfolio in Q2 2026, its #22 holding.
Caldwell Sutter Capital first reported a position in FirstSun Capital Bancorp in Q3 2024 and has held it in 8 quarters since.
Caldwell Sutter Capital's FirstSun Capital Bancorp position peaked at $2.71M in Q3 2024.
165 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.