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Creative Planning FSUN Position History
FirstSun Capital Bancorp • Banking
Quarters held
4
Latest value
$535K
Q3 2026
Peak value
$535K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $6K |
| Q2 2026 | $516K |
| Q3 2026 | $6K |
| Q3 2026 | $535K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $535K | 13.9K | — | — |
| Q3 2026 | $6K | 150 | — | — |
| Q2 2026 | $516K | 13.3K | — | — |
| Q2 2026 | $6K | 150 | — | — |