CSC
FSUN

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
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Caldwell Sutter Capital's FSUN Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its FirstSun Capital Bancorp (FSUN) stake by 0.6% in Q1 2026, selling an estimated $13.3K and leaving 58,322 shares worth $2.13M. The position accounts for 0.86% of the portfolio, ranked #24.

Caldwell Sutter Capital first reported a position in FSUN in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.71M in Q3 2024. 132 funds tracked by Wall St. Rank hold FSUN as of Q1 2026.

  • Caldwell Sutter Capital held 58,322 shares of FirstSun Capital Bancorp worth $2.13M as of Q1 2026.
  • Caldwell Sutter Capital sold 350 FirstSun Capital Bancorp shares in Q1 2026, an estimated $13.3K.
  • FirstSun Capital Bancorp made up 0.86% of Caldwell Sutter Capital's portfolio in Q1 2026, its #24 holding.
  • Caldwell Sutter Capital first reported a position in FirstSun Capital Bancorp in Q3 2024 and has held it in 7 quarters since.
  • Caldwell Sutter Capital's FirstSun Capital Bancorp position peaked at $2.71M in Q3 2024.
  • 132 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.