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 Q2	–	Sell	-36	Closed	-$1.31K	–	3333
2026 Q1	$1.31K	Buy	+36	New	+$1.36K	﹤0.01%	2489

Other funds holding FSUN

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Root Financial Partners's FSUN Position: Q2 2026 in Review

Root Financial Partners sold out of FirstSun Capital Bancorp (FSUN) in Q2 2026, closing a stake of 36 shares — an estimated $1.31K sold.

Root Financial Partners first reported a position in FSUN in Q1 2026 and held it in 1 quarter. The position peaked at $1.31K in Q1 2026. 165 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

Root Financial Partners reported no remaining FirstSun Capital Bancorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 36 FirstSun Capital Bancorp shares in Q2 2026, an estimated $1.31K.
Root Financial Partners first reported a position in FirstSun Capital Bancorp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's FirstSun Capital Bancorp position peaked at $1.31K in Q1 2026.
165 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.