Jacobs Levy Equity Management
FSUN icon

Jacobs Levy Equity Management’s FirstSun Capital Bancorp FSUN Stock Holding History

Jacobs Levy Equity Management’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
Q4 		– Sell
-6,523
Closed -$253K – 1080
2025
Q3 		$253K Sell
6,523
-4,752
-42% -$179K ﹤0.01% 896
2025
Q2 		$392K Buy
+11,275
New +$395K ﹤0.01% 918

Other funds holding FSUN

Wellington Management Group
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Jacobs Levy Equity Management's FSUN Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of FirstSun Capital Bancorp (FSUN) in Q4 2025, closing a stake of 6,523 shares — an estimated $253K sold.

Jacobs Levy Equity Management first reported a position in FSUN in Q2 2025 and held it in 2 quarters. The position peaked at $392K in Q2 2025. 96 funds tracked by Wall St. Rank hold FSUN as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining FirstSun Capital Bancorp position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 6,523 FirstSun Capital Bancorp shares in Q4 2025, an estimated $253K.
  • Jacobs Levy Equity Management first reported a position in FirstSun Capital Bancorp in Q2 2025 and held it in 2 quarters.
  • Jacobs Levy Equity Management's FirstSun Capital Bancorp position peaked at $392K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.