Charles Schwab’s FirstSun Capital Bancorp FSUN Stock Holding History

Charles Schwab’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	$8.55M	Buy	220,578 +127,822	+138%	+$4.68M	﹤0.01%	2230
2026 Q1	$3.38M	Sell	92,756 -4,254	-4%	-$161K	﹤0.01%	2562
2025 Q4	$3.65M	Sell	97,010 -57	-0.1%	-$2.08K	﹤0.01%	2575
2025 Q3	$3.77M	Buy	97,067 +2,290	+2%	+$86.2K	﹤0.01%	2551
2025 Q2	$3.29M	Buy	94,777 +31,823	+51%	+$1.11M	﹤0.01%	2503
2025 Q1	$2.28M	Sell	62,954 -3,690	-6%	-$147K	﹤0.01%	2568
2024 Q4	$2.67M	Buy	66,644 +542	+0.8%	+$21.2K	﹤0.01%	2591
2024 Q3	$2.82M	Buy	+66,102	New	+$2.73M	﹤0.01%	2603

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

Charles Schwab's FSUN Position: Q2 2026 in Review

Charles Schwab increased its FirstSun Capital Bancorp (FSUN) stake by 138% in Q2 2026, buying an estimated $4.68M and bringing the position to 220,578 shares worth $8.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Charles Schwab first reported a position in FSUN in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

Charles Schwab held 220,578 shares of FirstSun Capital Bancorp worth $8.55M as of Q2 2026.
Charles Schwab bought 127,822 FirstSun Capital Bancorp shares in Q2 2026, an estimated $4.68M.
FirstSun Capital Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2230 holding.
Charles Schwab first reported a position in FirstSun Capital Bancorp in Q3 2024 and has held it in 8 quarters since.
166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.