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

EverSource 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 		$3.76K Buy
97
+85
+708% +$3.11K ﹤0.01% 3426
2026
Q1 		$438 Sell
12
-5
-29% -$189 ﹤0.01% 4092
2025
Q4 		$640 Sell
17
-80
-82% -$2.91K ﹤0.01% 3814
2025
Q3 		$3.76K Buy
+97
New +$3.65K ﹤0.01% 3277

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors increased its FirstSun Capital Bancorp (FSUN) stake by 708% in Q2 2026, buying an estimated $3.11K and bringing the position to 97 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

EverSource Wealth Advisors first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.76K in Q3 2025. 165 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • EverSource Wealth Advisors held 97 shares of FirstSun Capital Bancorp worth $3.76K as of Q2 2026.
  • EverSource Wealth Advisors bought 85 FirstSun Capital Bancorp shares in Q2 2026, an estimated $3.11K.
  • FirstSun Capital Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3426 holding.
  • EverSource Wealth Advisors first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's FirstSun Capital Bancorp position peaked at $3.76K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.