EWA
FSUN

EP Wealth Advisors’s FirstSun Capital Bancorp FSUN Stock Holding History

EP Wealth Advisors’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 		$256K Buy
+6,608
New +$242K ﹤0.01% 1377

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

EP Wealth Advisors's FSUN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FirstSun Capital Bancorp (FSUN) in Q2 2026: 6,608 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1377 among its holdings.

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

  • EP Wealth Advisors held 6,608 shares of FirstSun Capital Bancorp worth $256K as of Q2 2026.
  • FirstSun Capital Bancorp was a new EP Wealth Advisors position in Q2 2026.
  • FirstSun Capital Bancorp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1377 holding.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.