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True Wealth Design’s FirstSun Capital Bancorp FSUN Stock Holding History

True Wealth Design’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 		$1.16K Buy
30
+9
+43% +$330 ﹤0.01% 1923
2026
Q1 		$766 Hold
21
– – ﹤0.01% 1900
2025
Q4 		$791 Sell
21
-24
-53% -$874 ﹤0.01% 1792
2025
Q3 		$1.75K Buy
+45
New +$1.69K ﹤0.01% 1515

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 $3.38T AUM 44.17% 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

True Wealth Design's FSUN Position: Q2 2026 in Review

True Wealth Design increased its FirstSun Capital Bancorp (FSUN) stake by 43% in Q2 2026, buying an estimated $330 and bringing the position to 30 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

True Wealth Design first reported a position in FSUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.75K in Q3 2025. 165 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • True Wealth Design held 30 shares of FirstSun Capital Bancorp worth $1.16K as of Q2 2026.
  • True Wealth Design bought 9 FirstSun Capital Bancorp shares in Q2 2026, an estimated $330.
  • FirstSun Capital Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1923 holding.
  • True Wealth Design first reported a position in FirstSun Capital Bancorp in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's FirstSun Capital Bancorp position peaked at $1.75K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.