Position in FSUN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$926,531
New position
Shares Held
23,892
first reported quarter
Ownership
0.051%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2
of 21 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $14,965,544 across 16 Banks - Regional names. FSUN ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
62,600 | $3,781,040 | |
| 2 | HDB |
Hdfc Bank Ltd
|
72,098 | $1,862,291 | |
| 3 | BHB |
Bar Harbor Bankshares
|
37,373 | $1,411,204 | |
| 4 | HOMB |
Home Bancshares Inc
|
40,500 | $1,156,275 | |
| 5 | OZK |
Bank OZK
|
17,938 | $934,390 | |
| 6 | FSUN |
Firstsun Capital Bancorp
This page
|
23,892 | $926,531 | |
| 7 | TFC |
Truist Financial Corp
|
17,387 | $866,220 | |
| 8 | FNLC |
First Bancorp, Inc /ME/
|
24,717 | $860,645 |
All Filings in FSUN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $926,531 | 23,892 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||