EP
FSUN icon

Essential Partners’s FirstSun Capital Bancorp FSUN Stock Holding History

Essential Partners’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
Q3 		$3.17K Buy
82
+53
+183% +$2.06K ﹤0.01% 1732
2026
Q2 		$1.12K Sell
29
-18
-38% -$659 ﹤0.01% 2190
2026
Q1 		$1.71K Sell
47
-3
-6% -$114 ﹤0.01% 2066
2025
Q4 		$1.88K Sell
50
-486
-91% -$17.7K ﹤0.01% 1827
2025
Q3 		$20.8K Buy
+536
New +$20.2K 0.01% 880

Other funds holding FSUN

DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's FSUN Position: Q3 2026 in Review

Essential Partners increased its FirstSun Capital Bancorp (FSUN) stake by 183% in Q3 2026, buying an estimated $2.06K and bringing the position to 82 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Essential Partners first reported a position in FSUN in Q3 2025 and has held it in 5 quarters since. The position peaked at $20.8K in Q3 2025. 10 funds tracked by Wall St. Rank hold FSUN as of Q3 2026.

  • Essential Partners held 82 shares of FirstSun Capital Bancorp worth $3.17K as of Q3 2026.
  • Essential Partners bought 53 FirstSun Capital Bancorp shares in Q3 2026, an estimated $2.06K.
  • FirstSun Capital Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1732 holding.
  • Essential Partners first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's FirstSun Capital Bancorp position peaked at $20.8K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.