Moneta Group Investment Advisors’s FirstSun Capital Bancorp FSUN Stock Holding History

Moneta Group Investment 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	$12.9M	Buy	+333,000	New	+$12.2M	0.1%	108

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

Moneta Group Investment Advisors's FSUN Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in FirstSun Capital Bancorp (FSUN) in Q2 2026: 333,000 shares worth $12.9M. The stake represents 0.1% of the portfolio and ranks #108 among its holdings.

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

Moneta Group Investment Advisors held 333,000 shares of FirstSun Capital Bancorp worth $12.9M as of Q2 2026.
FirstSun Capital Bancorp was a new Moneta Group Investment Advisors position in Q2 2026.
FirstSun Capital Bancorp made up 0.1% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #108 holding.
166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.