Commonwealth Equity Services’s FirstSun Capital Bancorp FSUN Stock Holding History

Commonwealth Equity Services’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	$601K	Buy	15,498 +5,539	+56%	+$203K	﹤0.01%	3156
2026 Q1	$363K	Buy	9,959 +1,605	+19%	+$60.8K	﹤0.01%	3509
2025 Q4	$314K	Hold	8,354	–	–	﹤0.01%	3615
2025 Q3	$324K	Hold	8,354	–	–	﹤0.01%	3562
2025 Q2	$290K	Hold	8,354	–	–	﹤0.01%	3614
2025 Q1	$302K	Hold	8,354	–	–	﹤0.01%	3491
2024 Q4	$335K	Hold	8,354	–	–	﹤0.01%	3315
2024 Q3	$356K	Buy	+8,354	New	+$345K	﹤0.01%	3203

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

Commonwealth Equity Services's FSUN Position: Q2 2026 in Review

Commonwealth Equity Services increased its FirstSun Capital Bancorp (FSUN) stake by 56% in Q2 2026, buying an estimated $203K and bringing the position to 15,498 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Commonwealth Equity Services 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.

Commonwealth Equity Services held 15,498 shares of FirstSun Capital Bancorp worth $601K as of Q2 2026.
Commonwealth Equity Services bought 5,539 FirstSun Capital Bancorp shares in Q2 2026, an estimated $203K.
FirstSun Capital Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3156 holding.
Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.