Creative Planning’s FirstSun Capital Bancorp FSUN Stock Holding History

Creative Planning’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	$522K	Buy	+13,454	New	+$493K	﹤0.01%	3147

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

Creative Planning's FSUN Position: Q2 2026 in Review

Creative Planning opened a new position in FirstSun Capital Bancorp (FSUN) in Q2 2026: 13,454 shares worth $522K. The stake represents ﹤0.01% of the portfolio and ranks #3147 among its holdings.

166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

Creative Planning held 13,454 shares of FirstSun Capital Bancorp worth $522K as of Q2 2026.
FirstSun Capital Bancorp was a new Creative Planning position in Q2 2026.
FirstSun Capital Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3147 holding.
166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.