First Trust Advisors’s FirstSun Capital Bancorp FSUN Stock Holding History

First Trust 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	$4.7M	Buy	121,277 +44,561	+58%	+$1.63M	﹤0.01%	1628
2026 Q1	$2.8M	Buy	76,716 +5,290	+7%	+$200K	﹤0.01%	1769
2025 Q4	$2.69M	Sell	71,426 -2,927	-4%	-$107K	﹤0.01%	1749
2025 Q3	$2.88M	Buy	74,353 +5,734	+8%	+$216K	﹤0.01%	1664
2025 Q2	$2.38M	Buy	+68,619	New	+$2.4M	﹤0.01%	1740

Other funds holding FSUN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors's FSUN Position: Q2 2026 in Review

First Trust Advisors increased its FirstSun Capital Bancorp (FSUN) stake by 58% in Q2 2026, buying an estimated $1.63M and bringing the position to 121,277 shares worth $4.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

First Trust Advisors first reported a position in FSUN in Q2 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

First Trust Advisors held 121,277 shares of FirstSun Capital Bancorp worth $4.7M as of Q2 2026.
First Trust Advisors bought 44,561 FirstSun Capital Bancorp shares in Q2 2026, an estimated $1.63M.
FirstSun Capital Bancorp made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1628 holding.
First Trust Advisors first reported a position in FirstSun Capital Bancorp in Q2 2025 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.