C
FSUN

Covestor’s FirstSun Capital Bancorp FSUN Stock Holding History

Covestor’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 		$12K Buy
289
+40
+16% +$1.47K 0.01% 1475
2026
Q1 		$9K Buy
249
+23
+10% +$871 0.01% 1531
2025
Q4 		$9K Sell
226
-1
-0.4% -$36 ﹤0.01% 1667
2025
Q3 		$9K Buy
+227
New +$8.55K 0.01% 1696

Other funds holding FSUN

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
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

Covestor's FSUN Position: Q2 2026 in Review

Covestor increased its FirstSun Capital Bancorp (FSUN) stake by 16% in Q2 2026, buying an estimated $1.47K and bringing the position to 289 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1475.

Covestor first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Covestor held 289 shares of FirstSun Capital Bancorp worth $12K as of Q2 2026.
  • Covestor bought 40 FirstSun Capital Bancorp shares in Q2 2026, an estimated $1.47K.
  • FirstSun Capital Bancorp made up 0.01% of Covestor's portfolio in Q2 2026, its #1475 holding.
  • Covestor first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.