RFP
FSUN

Root Financial Partners’s FirstSun Capital Bancorp FSUN Stock Holding History

Root Financial 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
Q1 		$1.31K Buy
+36
New +$1.36K ﹤0.01% 2489

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

Root Financial Partners's FSUN Position: Q1 2026 in Review

Root Financial Partners opened a new position in FirstSun Capital Bancorp (FSUN) in Q1 2026: 36 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #2489 among its holdings.

132 funds tracked by Wall St. Rank hold FSUN as of Q1 2026.

  • Root Financial Partners held 36 shares of FirstSun Capital Bancorp worth $1.31K as of Q1 2026.
  • FirstSun Capital Bancorp was a new Root Financial Partners position in Q1 2026.
  • FirstSun Capital Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2489 holding.
  • 132 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.