Carson Wealth (CWM LLC)
FSUN icon

Carson Wealth (CWM LLC)’s FirstSun Capital Bancorp FSUN Stock Holding History

Carson Wealth (CWM 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
Q1 		$32.2K Sell
884
-1,007
-53% -$38.2K ﹤0.01% 4108
2025
Q4 		$71K Sell
1,891
-4,150
-69% -$151K ﹤0.01% 3348
2025
Q3 		$234K Buy
6,041
+6,039
+301,950% +$227K ﹤0.01% 2325
2025
Q2 		$0 Buy
+2
New +$70 ﹤0.01% 5351

Other funds holding FSUN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FSUN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FirstSun Capital Bancorp (FSUN) stake by 53% in Q1 2026, selling an estimated $38.2K and leaving 884 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4108.

Carson Wealth (CWM LLC) first reported a position in FSUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $234K in Q3 2025. 132 funds tracked by Wall St. Rank hold FSUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 884 shares of FirstSun Capital Bancorp worth $32.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,007 FirstSun Capital Bancorp shares in Q1 2026, an estimated $38.2K.
  • FirstSun Capital Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4108 holding.
  • Carson Wealth (CWM LLC) first reported a position in FirstSun Capital Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s FirstSun Capital Bancorp position peaked at $234K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.