UBS AM
FSUN

UBS AM’s FirstSun Capital Bancorp FSUN Stock Holding History

UBS AM’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 		$245K Buy
6,312
+6,254
+10,783% +$229K ﹤0.01% 2685
2026
Q1 		$2.12K Buy
58
+31
+115% +$1.18K ﹤0.01% 3584
2025
Q4 		$1.02K Buy
+27
New +$983 ﹤0.01% 3182
2025
Q3 		– Sell
-9,042
Closed -$314K – 2656
2025
Q2 		$314K Buy
+9,042
New +$317K ﹤0.01% 2525

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

UBS AM's FSUN Position: Q2 2026 in Review

UBS AM increased its FirstSun Capital Bancorp (FSUN) stake by 10,783% in Q2 2026, buying an estimated $229K and bringing the position to 6,312 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

UBS AM first reported a position in FSUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q2 2025. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • UBS AM held 6,312 shares of FirstSun Capital Bancorp worth $245K as of Q2 2026.
  • UBS AM bought 6,254 FirstSun Capital Bancorp shares in Q2 2026, an estimated $229K.
  • FirstSun Capital Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2685 holding.
  • UBS AM first reported a position in FirstSun Capital Bancorp in Q2 2025 and has held it in 4 quarters since.
  • UBS AM's FirstSun Capital Bancorp position peaked at $314K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.