Stifel Financial
FSUN

Stifel Financial’s FirstSun Capital Bancorp FSUN Stock Holding History

Stifel Financial’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
2025
Q2 		– Sell
-45,484
Closed -$1.64M – 3593
2025
Q1 		$1.64M Buy
+45,484
New +$1.81M ﹤0.01% 1896

Other funds holding FSUN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $34B AUM 40.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 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

Stifel Financial's FSUN Position: Q2 2025 in Review

Stifel Financial sold out of FirstSun Capital Bancorp (FSUN) in Q2 2025, closing a stake of 45,484 shares — an estimated $1.64M sold.

Stifel Financial first reported a position in FSUN in Q1 2025 and held it in 1 quarter. The position peaked at $1.64M in Q1 2025. 83 funds tracked by Wall St. Rank hold FSUN as of Q2 2025.

  • Stifel Financial reported no remaining FirstSun Capital Bancorp position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 45,484 FirstSun Capital Bancorp shares in Q2 2025, an estimated $1.64M.
  • Stifel Financial first reported a position in FirstSun Capital Bancorp in Q1 2025 and held it in 1 quarter.
  • Stifel Financial's FirstSun Capital Bancorp position peaked at $1.64M in Q1 2025.
  • 83 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.