UBS Group
FSUN

UBS Group’s FirstSun Capital Bancorp FSUN Stock Holding History

UBS Group’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 		$1.67M Sell
43,024
-1,807
-4% -$66.2K ﹤0.01% 5276
2026
Q1 		$1.63M Buy
44,831
+6,309
+16% +$239K ﹤0.01% 5155
2025
Q4 		$1.45M Sell
38,522
-3,274
-8% -$119K ﹤0.01% 5250
2025
Q3 		$1.62M Buy
41,796
+20,369
+95% +$767K ﹤0.01% 5160
2025
Q2 		$745K Sell
21,427
-4,662
-18% -$163K ﹤0.01% 5695
2025
Q1 		$943K Buy
26,089
+4,796
+23% +$191K ﹤0.01% 5324
2024
Q4 		$853K Buy
21,293
+21,153
+15,109% +$829K ﹤0.01% 5437
2024
Q3 		$5.96K Buy
+140
New +$5.78K ﹤0.01% 8012

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 Group's FSUN Position: Q2 2026 in Review

UBS Group reduced its FirstSun Capital Bancorp (FSUN) stake by 4% in Q2 2026, selling an estimated $66.2K and leaving 43,024 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #5276.

UBS Group first reported a position in FSUN in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • UBS Group held 43,024 shares of FirstSun Capital Bancorp worth $1.67M as of Q2 2026.
  • UBS Group sold 1,807 FirstSun Capital Bancorp shares in Q2 2026, an estimated $66.2K.
  • FirstSun Capital Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5276 holding.
  • UBS Group first reported a position in FirstSun Capital Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

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