EP
FSUN

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
Q2 		$1.13K 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

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

Essential Partners's FSUN Position: Q2 2026 in Review

Essential Partners reduced its FirstSun Capital Bancorp (FSUN) stake by 38% in Q2 2026, selling an estimated $659 and leaving 29 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Essential Partners first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.8K in Q3 2025. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Essential Partners held 29 shares of FirstSun Capital Bancorp worth $1.13K as of Q2 2026.
  • Essential Partners sold 18 FirstSun Capital Bancorp shares in Q2 2026, an estimated $659.
  • FirstSun Capital Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2190 holding.
  • Essential Partners first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's FirstSun Capital Bancorp position peaked at $20.8K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.