CA
FSUN

Clearstead Advisors’s FirstSun Capital Bancorp FSUN Stock Holding History

Clearstead Advisors’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 		$427 Buy
+11
New +$403 ﹤0.01% 2969
2026
Q1 		– Sell
-1
Closed -$38 – 2883
2025
Q4 		$38 Sell
1
-114
-99% -$4.15K ﹤0.01% 2637
2025
Q3 		$4.46K Buy
+115
New +$4.33K ﹤0.01% 2198

Other funds holding FSUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Clearstead Advisors's FSUN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in FirstSun Capital Bancorp (FSUN) in Q2 2026: 11 shares worth $427. The stake represents ﹤0.01% of the portfolio and ranks #2969 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FSUN as recently as Q4 2025.

Clearstead Advisors first reported a position in FSUN in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.46K in Q3 2025. 48 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Clearstead Advisors held 11 shares of FirstSun Capital Bancorp worth $427 as of Q2 2026.
  • FirstSun Capital Bancorp was a new Clearstead Advisors position in Q2 2026.
  • FirstSun Capital Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2969 holding.
  • Clearstead Advisors first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's FirstSun Capital Bancorp position peaked at $4.46K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.