FL
FSUN

Fourthstone LLC’s FirstSun Capital Bancorp FSUN Stock Holding History

Fourthstone LLC’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
2025
Q3 		– Sell
-6,798
Closed -$236K – 104
2025
Q2 		$236K Sell
6,798
-23,202
-77% -$812K 0.05% 97
2025
Q1 		$1.08M Buy
+30,000
New +$1.2M 0.27% 54
2024
Q4 		– Sell
-325,035
Closed -$13.8M – 83
2024
Q3 		$13.8M Buy
+325,035
New +$13.4M 3.09% 9

Other funds holding FSUN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Fourthstone LLC's FSUN Position: Q3 2025 in Review

Fourthstone LLC sold out of FirstSun Capital Bancorp (FSUN) in Q3 2025, closing a stake of 6,798 shares — an estimated $236K sold.

Fourthstone LLC first reported a position in FSUN in Q3 2024 and held it in 3 quarters. The position peaked at $13.8M in Q3 2024. 92 funds tracked by Wall St. Rank hold FSUN as of Q3 2025.

  • Fourthstone LLC reported no remaining FirstSun Capital Bancorp position as of Q3 2025 after selling out during the quarter.
  • Fourthstone LLC sold 6,798 FirstSun Capital Bancorp shares in Q3 2025, an estimated $236K.
  • Fourthstone LLC first reported a position in FirstSun Capital Bancorp in Q3 2024 and held it in 3 quarters.
  • Fourthstone LLC's FirstSun Capital Bancorp position peaked at $13.8M in Q3 2024.
  • 92 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q3 2025.

Based on Fourthstone LLC's 13F filing for Q3 2025, filed 14 Nov 2025.