IA
FSUN

IFP Advisors’s FirstSun Capital Bancorp FSUN Stock Holding History

IFP 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 		$116 Sell
3
-6
-67% -$220 ﹤0.01% 4942
2026
Q1 		$328 Sell
9
-6
-40% -$227 ﹤0.01% 4515
2025
Q4 		$565 Sell
15
-43
-74% -$1.57K ﹤0.01% 4256
2025
Q3 		$2.25K Buy
+58
New +$2.18K ﹤0.01% 3650

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

IFP Advisors's FSUN Position: Q2 2026 in Review

IFP Advisors reduced its FirstSun Capital Bancorp (FSUN) stake by 67% in Q2 2026, selling an estimated $220 and leaving 3 shares worth $116. The position accounts for ﹤0.01% of the portfolio, ranked #4942.

IFP Advisors first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.25K in Q3 2025. 165 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • IFP Advisors held 3 shares of FirstSun Capital Bancorp worth $116 as of Q2 2026.
  • IFP Advisors sold 6 FirstSun Capital Bancorp shares in Q2 2026, an estimated $220.
  • FirstSun Capital Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4942 holding.
  • IFP Advisors first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's FirstSun Capital Bancorp position peaked at $2.25K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.