Rafferty Asset Management
FSUN

Rafferty Asset Management’s FirstSun Capital Bancorp FSUN Stock Holding History

Rafferty Asset Management’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 		$694K Buy
17,903
+509
+3% +$18.6K ﹤0.01% 842
2026
Q1 		$634K Sell
17,394
-870
-5% -$33K ﹤0.01% 859
2025
Q4 		$687K Sell
18,264
-3,287
-15% -$120K ﹤0.01% 857
2025
Q3 		$836K Buy
+21,551
New +$811K ﹤0.01% 829

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

Rafferty Asset Management's FSUN Position: Q2 2026 in Review

Rafferty Asset Management increased its FirstSun Capital Bancorp (FSUN) stake by 2.9% in Q2 2026, buying an estimated $18.6K and bringing the position to 17,903 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Rafferty Asset Management first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $836K in Q3 2025. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Rafferty Asset Management held 17,903 shares of FirstSun Capital Bancorp worth $694K as of Q2 2026.
  • Rafferty Asset Management bought 509 FirstSun Capital Bancorp shares in Q2 2026, an estimated $18.6K.
  • FirstSun Capital Bancorp made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #842 holding.
  • Rafferty Asset Management first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Rafferty Asset Management's FirstSun Capital Bancorp position peaked at $836K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.