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
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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Oppenheimer & Close's FSUN Position: Q1 2026 in Review

Oppenheimer & Close held its FirstSun Capital Bancorp (FSUN) position steady in Q1 2026 at 21,150 shares worth $771K. The position accounts for 0.49% of the portfolio, ranked #43.

Oppenheimer & Close first reported a position in FSUN in Q3 2025 and has held it in 3 quarters since. The position peaked at $820K in Q3 2025. 132 funds tracked by Wall St. Rank hold FSUN as of Q1 2026.

  • Oppenheimer & Close held 21,150 shares of FirstSun Capital Bancorp worth $771K as of Q1 2026.
  • Oppenheimer & Close left its FirstSun Capital Bancorp share count unchanged in Q1 2026.
  • FirstSun Capital Bancorp made up 0.49% of Oppenheimer & Close's portfolio in Q1 2026, its #43 holding.
  • Oppenheimer & Close first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Oppenheimer & Close's FirstSun Capital Bancorp position peaked at $820K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q1 2026.

Based on Oppenheimer & Close's 13F filing for Q1 2026, filed 12 May 2026.