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IEQ Capital’s FirstSun Capital Bancorp FSUN Stock Holding History

IEQ Capital’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
Q1 		– Sell
-5,711
Closed -$215K – 2114
2025
Q4 		$215K Sell
5,711
-7,299
-56% -$266K ﹤0.01% 1673
2025
Q3 		$505K Buy
+13,010
New +$490K ﹤0.01% 1286

Other funds holding FSUN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IEQ Capital's FSUN Position: Q1 2026 in Review

IEQ Capital sold out of FirstSun Capital Bancorp (FSUN) in Q1 2026, closing a stake of 5,711 shares — an estimated $215K sold.

IEQ Capital first reported a position in FSUN in Q3 2025 and held it in 2 quarters. The position peaked at $505K in Q3 2025. 132 funds tracked by Wall St. Rank hold FSUN as of Q1 2026.

  • IEQ Capital reported no remaining FirstSun Capital Bancorp position as of Q1 2026 after selling out during the quarter.
  • IEQ Capital sold 5,711 FirstSun Capital Bancorp shares in Q1 2026, an estimated $215K.
  • IEQ Capital first reported a position in FirstSun Capital Bancorp in Q3 2025 and held it in 2 quarters.
  • IEQ Capital's FirstSun Capital Bancorp position peaked at $505K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.