ORG Wealth Partners’s FirstSun Capital Bancorp FSUN Stock Holding History

ORG Wealth Partners’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 Q3	$617	Buy	+16	New	+$621	﹤0.01%	1964

Other funds holding FSUN

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Stelac Advisory Services New York $612M AUM 21.83% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

ORG Wealth Partners's FSUN Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in FirstSun Capital Bancorp (FSUN) in Q3 2026: 16 shares worth $617. The stake represents ﹤0.01% of the portfolio and ranks #1964 among its holdings.

131 funds tracked by Wall St. Rank hold FSUN as of Q3 2026.

ORG Wealth Partners held 16 shares of FirstSun Capital Bancorp worth $617 as of Q3 2026.
FirstSun Capital Bancorp was a new ORG Wealth Partners position in Q3 2026.
FirstSun Capital Bancorp made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #1964 holding.
131 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.