Osaic Holdings
FSUN

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
Q2 		$21.2K Buy
546
+392
+255% +$14.4K ﹤0.01% 6136
2026
Q1 		$5.62K Buy
+154
New +$5.83K ﹤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

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

Osaic Holdings's FSUN Position: Q2 2026 in Review

Osaic Holdings increased its FirstSun Capital Bancorp (FSUN) stake by 255% in Q2 2026, buying an estimated $14.4K and bringing the position to 546 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6136.

Osaic Holdings first reported a position in FSUN in Q4 2024 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Osaic Holdings held 546 shares of FirstSun Capital Bancorp worth $21.2K as of Q2 2026.
  • Osaic Holdings bought 392 FirstSun Capital Bancorp shares in Q2 2026, an estimated $14.4K.
  • FirstSun Capital Bancorp made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6136 holding.
  • Osaic Holdings first reported a position in FirstSun Capital Bancorp in Q4 2024 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.