SAS
FSUN

Stelac Advisory Services’s FirstSun Capital Bancorp FSUN Stock Holding History

Stelac Advisory Services’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 		$24.2M Hold
623,704
– – 4.51% 3
2026
Q1 		$22.7M Buy
+623,704
New +$23.6M 4.6% 3

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stelac Advisory Services's FSUN Position: Q2 2026 in Review

Stelac Advisory Services held its FirstSun Capital Bancorp (FSUN) position steady in Q2 2026 at 623,704 shares worth $24.2M. The position accounts for 4.51% of the portfolio, ranked #3.

Stelac Advisory Services first reported a position in FSUN in Q1 2026 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Stelac Advisory Services held 623,704 shares of FirstSun Capital Bancorp worth $24.2M as of Q2 2026.
  • Stelac Advisory Services left its FirstSun Capital Bancorp share count unchanged in Q2 2026.
  • FirstSun Capital Bancorp made up 4.51% of Stelac Advisory Services's portfolio in Q2 2026, its #3 holding.
  • Stelac Advisory Services first reported a position in FirstSun Capital Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.