Position in FSUN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$843,038
+$314,879 QoQ
Shares Held
21,739
+50.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#68
of 165 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSUN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CreativeOne Wealth, LLC holds $7,647,684 across 13 Banks - Regional names. FSUN ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
28,239 | $1,705,635 | |
| 2 | RF |
Regions Financial Corp
|
40,469 | $1,222,163 | |
| 3 | FSUN |
Firstsun Capital Bancorp
This page
|
21,739 | $843,038 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
15,254 | $753,089 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
2,594 | $638,693 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,600 | $597,521 | |
| 7 | TFC |
Truist Financial Corp
|
8,133 | $405,185 | |
| 8 | BUSE |
First Busey Corp /Nv/
|
11,756 | $346,801 |
All Filings in FSUN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,038 | 21,739 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $528,159 | 14,486 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $545,180 | 14,486 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $561,911 | 14,486 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $503,388 | 14,486 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||