EMFAT
FSUN

Emerald Mutual Fund Advisers Trust’s FirstSun Capital Bancorp FSUN Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024
Q4 		– Sell
-9,792
Closed -$417K – 247
2024
Q3 		$417K Buy
+9,792
New +$404K 0.02% 167

Other funds holding FSUN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's FSUN Position: Q4 2024 in Review

Emerald Mutual Fund Advisers Trust sold out of FirstSun Capital Bancorp (FSUN) in Q4 2024, closing a stake of 9,792 shares — an estimated $417K sold.

Emerald Mutual Fund Advisers Trust first reported a position in FSUN in Q3 2024 and held it in 1 quarter. The position peaked at $417K in Q3 2024. 43 funds tracked by Wall St. Rank hold FSUN as of Q4 2024.

  • Emerald Mutual Fund Advisers Trust reported no remaining FirstSun Capital Bancorp position as of Q4 2024 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 9,792 FirstSun Capital Bancorp shares in Q4 2024, an estimated $417K.
  • Emerald Mutual Fund Advisers Trust first reported a position in FirstSun Capital Bancorp in Q3 2024 and held it in 1 quarter.
  • Emerald Mutual Fund Advisers Trust's FirstSun Capital Bancorp position peaked at $417K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q4 2024.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2024, filed 14 Feb 2025.