RIL
FSUN

Rothschild Investment LLC’s FirstSun Capital Bancorp FSUN Stock Holding History

Rothschild Investment LLC’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 		$310 Sell
8
-8
-50% -$293 ﹤0.01% 3363
2026
Q1 		$583 Sell
16
-14
-47% -$530 ﹤0.01% 3069
2025
Q4 		$1.13K Sell
30
-11
-27% -$401 ﹤0.01% 2630
2025
Q3 		$1.59K Buy
+41
New +$1.54K ﹤0.01% 2375

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

Rothschild Investment LLC's FSUN Position: Q2 2026 in Review

Rothschild Investment LLC reduced its FirstSun Capital Bancorp (FSUN) stake by 50% in Q2 2026, selling an estimated $293 and leaving 8 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

Rothschild Investment LLC first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59K in Q3 2025. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Rothschild Investment LLC held 8 shares of FirstSun Capital Bancorp worth $310 as of Q2 2026.
  • Rothschild Investment LLC sold 8 FirstSun Capital Bancorp shares in Q2 2026, an estimated $293.
  • FirstSun Capital Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3363 holding.
  • Rothschild Investment LLC first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's FirstSun Capital Bancorp position peaked at $1.59K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.