Integrated Wealth Concepts’s FirstSun Capital Bancorp FSUN Stock Holding History

Integrated Wealth Concepts’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	$12.2K	Buy	+315	New	+$11.5K	﹤0.01%	4441

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

Integrated Wealth Concepts's FSUN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in FirstSun Capital Bancorp (FSUN) in Q2 2026: 315 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #4441 among its holdings.

166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

Integrated Wealth Concepts held 315 shares of FirstSun Capital Bancorp worth $12.2K as of Q2 2026.
FirstSun Capital Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
FirstSun Capital Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4441 holding.
166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.