CreativeOne Wealth’s FirstSun Capital Bancorp FSUN Stock Holding History

CreativeOne Wealth’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	$843K	Buy	21,739 +7,253	+50%	+$266K	0.02%	634
2026 Q1	$528K	Hold	14,486	–	–	0.01%	787
2025 Q4	$545K	Hold	14,486	–	–	0.01%	763
2025 Q3	$562K	Hold	14,486	–	–	0.01%	732
2025 Q2	$503K	Buy	+14,486	New	+$507K	0.01%	740

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

CreativeOne Wealth's FSUN Position: Q2 2026 in Review

CreativeOne Wealth increased its FirstSun Capital Bancorp (FSUN) stake by 50% in Q2 2026, buying an estimated $266K and bringing the position to 21,739 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #634.

CreativeOne Wealth first reported a position in FSUN in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

CreativeOne Wealth held 21,739 shares of FirstSun Capital Bancorp worth $843K as of Q2 2026.
CreativeOne Wealth bought 7,253 FirstSun Capital Bancorp shares in Q2 2026, an estimated $266K.
FirstSun Capital Bancorp made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #634 holding.
CreativeOne Wealth first reported a position in FirstSun Capital Bancorp in Q2 2025 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.