SS
FSUN

Sunbelt Securities’s FirstSun Capital Bancorp FSUN Stock Holding History

Sunbelt Securities’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 		$255 Sell
7
-6
-46% -$227 ﹤0.01% 2457
2025
Q4 		$489 Sell
13
-3
-19% -$109 ﹤0.01% 2247
2025
Q3 		$621 Buy
+16
New +$602 ﹤0.01% 2166

Other funds holding FSUN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sunbelt Securities's FSUN Position: Q1 2026 in Review

Sunbelt Securities reduced its FirstSun Capital Bancorp (FSUN) stake by 46% in Q1 2026, selling an estimated $227 and leaving 7 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Sunbelt Securities first reported a position in FSUN in Q3 2025 and has held it in 3 quarters since. The position peaked at $621 in Q3 2025. 132 funds tracked by Wall St. Rank hold FSUN as of Q1 2026.

  • Sunbelt Securities held 7 shares of FirstSun Capital Bancorp worth $255 as of Q1 2026.
  • Sunbelt Securities sold 6 FirstSun Capital Bancorp shares in Q1 2026, an estimated $227.
  • FirstSun Capital Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2457 holding.
  • Sunbelt Securities first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's FirstSun Capital Bancorp position peaked at $621 in Q3 2025.
  • 132 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.