Osaic Holdings
FSUN icon

Osaic Holdings’s FirstSun Capital Bancorp FSUN Stock Holding History

Osaic Holdings’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 		$12.6K Sell
327
-219
-40% -$8.5K ﹤0.01% 6498
2026
Q2 		$21.2K Buy
546
+392
+255% +$14.4K ﹤0.01% 6136
2026
Q1 		$5.62K Buy
+154
New +$5.84K ﹤0.01% 6627
2025
Q1 		– Sell
-265
Closed -$10.6K – 7759
2024
Q4 		$10.6K Buy
+265
New +$10.4K ﹤0.01% 5765

Other funds holding FSUN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Strategic Value Bank Partners
Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stelac Advisory Services
Stelac Advisory Services New York $612M AUM 21.83% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
First Foundation Advisors
First Foundation Advisors Irvine, California $2.9B AUM 23.04% 1-Year Est. Return

Osaic Holdings's FSUN Position: Q3 2026 in Review

Osaic Holdings reduced its FirstSun Capital Bancorp (FSUN) stake by 40% in Q3 2026, selling an estimated $8.5K and leaving 327 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6498.

Osaic Holdings first reported a position in FSUN in Q4 2024 and has held it in 4 quarters since. The position peaked at $21.2K in Q2 2026. 131 funds tracked by Wall St. Rank hold FSUN as of Q3 2026.

  • Osaic Holdings held 327 shares of FirstSun Capital Bancorp worth $12.6K as of Q3 2026.
  • Osaic Holdings sold 219 FirstSun Capital Bancorp shares in Q3 2026, an estimated $8.5K.
  • FirstSun Capital Bancorp made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6498 holding.
  • Osaic Holdings first reported a position in FirstSun Capital Bancorp in Q4 2024 and has held it in 4 quarters since.
  • Osaic Holdings's FirstSun Capital Bancorp position peaked at $21.2K in Q2 2026.
  • 131 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.