As of the latest SEC filings, FIRSTSUN CAPITAL BANCORP (FSUN) is held by 155 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $16,365,544.98 in market value, representing a significant portion of its portfolio.
Funds holding FIRSTSUN CAPITAL BANCORP (FSUN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FSUN
- CIK:
- 0001709442
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $16,365,544.98 | 448,863 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $11,507,578.12 | 315,622 | Mar 31, 2026 | May 28, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.37% | $8,235,379.36 | 232,901 | Apr 30, 2026 | Jun 25, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,967,456.64 | 225,324 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.20% | $7,491,618.50 | 205,475 | Mar 31, 2026 | May 28, 2026 |
|
PRISX
T. Rowe Price Financial Services Fund, Inc.
|
MF | T. Rowe Price | 0.30% | $5,180,966.00 | 142,100 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,428,796.20 | 121,470 | Mar 31, 2026 | May 28, 2026 |
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 1.95% | $4,423,509.50 | 121,325 | Mar 31, 2026 | May 21, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.21% | $4,390,148.60 | 120,410 | Mar 31, 2026 | Jun 1, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $4,228,951.79 | 115,957 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $3,978,388.96 | 112,511 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.03% | $3,947,852.34 | 108,279 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $3,900,596.96 | 110,311 | Apr 30, 2026 | Jun 29, 2026 |
|
PSTWX
SmallCap Value Fund II
|
MF | Independent / Boutique | 0.23% | $2,839,089.76 | 80,291 | Apr 30, 2026 | Jun 25, 2026 |
|
FYX
First Trust Small Cap Core AlphaDEX Fund
|
ETF | First Trust | 0.22% | $2,693,194.40 | 76,165 | Apr 30, 2026 | Jun 23, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.04% | $2,690,047.36 | 76,076 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,529,265.44 | 71,529 | Apr 30, 2026 | Jun 24, 2026 |
|
BIVIX
Invenomic Fund
|
MF | Independent / Boutique | 0.25% | $2,446,028.00 | 69,175 | Apr 30, 2026 | Jun 26, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.19% | $2,311,345.24 | 63,394 | Mar 31, 2026 | May 21, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $2,281,964.37 | 62,571 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,136,813.77 | 58,591 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,974,595.21 | 54,143 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,851,803.20 | 52,370 | Apr 30, 2026 | Jun 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,756,614.08 | 49,678 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $1,726,593.44 | 48,829 | Apr 30, 2026 | Jun 29, 2026 |
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