OC
FSUN

Oppenheimer & Close’s FirstSun Capital Bancorp FSUN Stock Holding History

Oppenheimer & Close’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 		$820K Hold
21,150
– – 0.52% 39
2026
Q1 		$771K Hold
21,150
– – 0.49% 43
2025
Q4 		$796K Hold
21,150
– – 0.54% 42
2025
Q3 		$820K Buy
+21,150
New +$796K 0.55% 43

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

Oppenheimer & Close's FSUN Position: Q2 2026 in Review

Oppenheimer & Close held its FirstSun Capital Bancorp (FSUN) position steady in Q2 2026 at 21,150 shares worth $820K. The position accounts for 0.52% of the portfolio, ranked #39.

Oppenheimer & Close first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $820K in Q3 2025. 165 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Oppenheimer & Close held 21,150 shares of FirstSun Capital Bancorp worth $820K as of Q2 2026.
  • Oppenheimer & Close left its FirstSun Capital Bancorp share count unchanged in Q2 2026.
  • FirstSun Capital Bancorp made up 0.52% of Oppenheimer & Close's portfolio in Q2 2026, its #39 holding.
  • Oppenheimer & Close first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Oppenheimer & Close's FirstSun Capital Bancorp position peaked at $820K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Oppenheimer & Close's 13F filing for Q2 2026, filed 12 Aug 2026.