FIRSTSUN CAP BANCORP FSUN
COM · Common Stock · CUSIP 33767U107
American bank holding company
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersGreenwood Village, CO
- Websiteir.firstsuncb.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.75.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1 |
| Q4 2022 | 1 |
| Q1 2023 | 1 |
| Q2 2023 | 1 |
| Q3 2023 | 1 |
| Q4 2023 | 1 |
| Q1 2024 | 2 |
| Q2 2024 | 2 |
| Q3 2024 | 28 |
| Q4 2024 | 44 |
| Q1 2025 | 64 |
| Q2 2025 | 84 |
| Q3 2025 | 92 |
| Q4 2025 | 97 |
| Q1 2026 | 132 |
| Q2 2026 | 166 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 25 | 1 |
| Q4 2024 | 35 | 5 |
| Q1 2025 | 49 | 12 |
| Q2 2025 | 63 | 28 |
| Q3 2025 | 64 | 33 |
| Q4 2025 | 39 | 55 |
| Q1 2026 | 82 | 33 |
| Q2 2026 | 138 | 42 |
Biggest buyers
| Fortress Investment Group LLC | New | +2.2m |
| CANYON CAPITAL ADVISORS LLC | New | +1.9m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.2m |
| STRATEGIC VALUE BANK PARTNERS LLC | New | +1.2m |
| BlackRock, Inc. | Added | +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +704.1k |
| AMERIPRISE FINANCIAL INC | Added | +470.0k |
| STATE STREET CORP | Added | +419.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +367.0k |
| MALTESE CAPITAL MANAGEMENT LLC | Added | +344.0k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -216.0k |
| Assenagon Asset Management S.A. | Sold out | -88.5k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -72.0k |
| CITADEL ADVISORS LLC | Reduced | -70.2k |
| BARCLAYS PLC | Reduced | -65.4k |
| Man Group plc | Sold out | -44.1k |
| PRUDENTIAL FINANCIAL INC | Sold out | -36.6k |
| MARSHALL WACE, LLP | Sold out | -35.3k |
| Magnetar Financial LLC | Sold out | -25.6k |
| Virtu Financial LLC | Sold out | -24.3k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.0 pts · filed 2026-08-13 | 9.3% |
| BlackRock, Inc. 13G · institution new · filed 2026-10-27 | 5.4% |
Fell to 5% or below in the last year: Bay Pond Investors (Bermuda) L.P. (4.1%, 2026-08-13), Bay Pond Partners, L.P. (4.0%, 2026-08-13), Twin Meadow VHC Trust u/a/d 5/25/2011 (2.3%, 2026-08-11), Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 (3.7%, 2026-08-11), Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 (4.1%, 2026-08-11), Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 (4.1%, 2026-08-11), John J Hale Trust u/a/d 12-1-1996 (3.4%, 2026-05-12)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 1 | $38.0m | 1 | $38.0m | — |
| Q2 2025 | 1 | $70.8k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $52.9k | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 4.1m $158.9m | Added +1.2m |
| Fortress Investment Group LLC 16.05% of their portfolio | 2.2m $85.2m | New |
| CANYON CAPITAL ADVISORS LLC 8.49% of their portfolio | 1.9m $74.9m | New |
| BlackRock, Inc. 0.00% of their portfolio | 1.9m $73.5m | Added +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.3m $51.2m | Added +704.1k |
| STRATEGIC VALUE BANK PARTNERS LLC 31.26% of their portfolio | 1.2m $44.6m | New |
| STATE STREET CORP 0.00% of their portfolio | 949.5k $36.8m | Added +419.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 739.7k $28.7m | Added +341.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 677.0k $26.3m | Added +367.0k |
| Stelac Advisory Services LLC 4.51% of their portfolio | 623.7k $24.2m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 623.7k $24.2m | Added +470.0k |
| MIRABELLA FINANCIAL SERVICES LLP 2.33% of their portfolio | 623.2k $24.2m | Added +163.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 525.8k $20.4m | Added +310.6k |
| MALTESE CAPITAL MANAGEMENT LLC 2.87% of their portfolio | 405.9k $15.7m | Added +344.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 373.9k $14.5m | Added +206.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 351.7k $13.6m | Added +200.7k |
| MENDON CAPITAL ADVISORS CORP 4.77% of their portfolio | 347.7k $13.5m | Added +211.4k |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.10% of their portfolio | 333.0k $12.9m | New |
| Curi Capital, LLC 0.19% of their portfolio | 315.5k $12.2m | Added +194.2k |
| FIRST FOUNDATION ADVISORS 0.40% of their portfolio | 290.3k $11.3m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 276.7k $10.1m | Added +20.7k |
| BANC FUNDS CO LLC 1.52% of their portfolio | 238.0k $9.2m | Added +69.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 236.5k $9.2m | Added +67.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 229.3k $8.9m | Added +119.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 220.6k $8.6m | Added +127.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 209.9k $8.1m | Added +113.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.13% of their portfolio | 188.4k $7.3m | Added +4.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 175.9k $6.8m | Added +104.6k |
| SALZHAUER MICHAEL 2.01% of their portfolio | 141.0k $5.5m | Added +27 |
| Empowered Funds, LLC 0.03% of their portfolio | 125.0k $4.8m | Added +4.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 121.3k $4.7m | Added +44.6k |
| Verition Fund Management LLC 0.03% of their portfolio | 116.4k $4.5m | Added +92.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 103.1k $4.0m | Added +3.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 97.8k $3.8m | Reduced -216.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 97.4k $3.8m | Added +69.5k |
| EJF Capital LP 2.51% of their portfolio | 96.9k $3.8m | New |
| MORGAN STANLEY 0.00% of their portfolio | 91.4k $3.5m | Reduced -15.5k |
| Gator Capital Management, LLC 0.76% of their portfolio | 91.2k $3.5m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 90.5k $3.5m | Reduced -70.2k |
| Access Investment Management LLC 0.87% of their portfolio | 87.3k $3.4m | Added +33.6k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 85.1k $3.3m | Added +55.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.07% of their portfolio | 81.1k $3.1m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 80.7k $3.1m | Added +36.1k |
| Black Maple Capital Management LP 1.81% of their portfolio | 69.5k $2.7m | Added +61.2k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.12% of their portfolio | 64.3k $2.5m | New |
| CALDWELL SUTTER CAPITAL, INC. 0.89% of their portfolio | 60.9k $2.4m | Added +2.6k |
| Nuveen, LLC 0.00% of their portfolio | 58.5k $2.3m | Added +39.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 56.5k $2.2m | Added +12.6k |
| Swiss National Bank 0.00% of their portfolio | 53.1k $2.1m | Added +2.0k |
| Invesco Ltd. 0.00% of their portfolio | 51.7k $2.0m | Added +2.8k |
| CenterBook Partners LP 0.09% of their portfolio | 48.8k $1.9m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 46.8k $1.8m | Added +34.7k |
| UBS Group AG 0.00% of their portfolio | 43.0k $1.7m | Reduced -1.8k |
| CITIGROUP INC 0.00% of their portfolio | 42.3k $1.6m | Added +17.3k |
| GABELLI FUNDS LLC 0.01% of their portfolio | 36.6k $1.4m | New |
| ALLSTATE CORP 0.01% of their portfolio | 35.0k $1.4m | Added +26.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 31.1k $1.2m | Added +19.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 30.7k $1.2m | Added +18.1k |
| Legal & General Group Plc 0.00% of their portfolio | 29.3k $1.1m | Added +20.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 28.2k $1.1m | Added +14.6k |
| BARCLAYS PLC 0.00% of their portfolio | 25.8k $1.0m | Reduced -65.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 24.7k $957.4k | Added +14.8k |
| NAPLES GLOBAL ADVISORS, LLC 0.06% of their portfolio | 23.9k $926.5k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 23.9k $925.7k | Reduced -4.8k |
| FLC Capital Advisors 0.15% of their portfolio | 23.8k $924.0k | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 23.4k $906.9k | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 23.3k $903.3k | Reduced -11.4k |
| CreativeOne Wealth, LLC 0.02% of their portfolio | 21.7k $843.0k | Added +7.3k |
| STRS OHIO 0.00% of their portfolio | 21.4k $829.9k | Added +8.8k |
| Oppenheimer & Close, LLC 0.52% of their portfolio | 21.1k $820.2k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 21.1k $819.4k | Reduced -15.7k |
| Numerai GP LLC 0.06% of their portfolio | 19.2k $744.0k | Added +7.9k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 19.1k $739.8k | New |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 18.6k $721.5k | Reduced -2.3k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 18.4k $733.9k | Added +588 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 18.3k $709.8k | Added +10.3k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 17.9k $694.3k | Added +509 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 17.7k $687.2k | Unchanged |
| PRIVATE MANAGEMENT GROUP INC 0.02% of their portfolio | 17.7k $685.0k | New |
| Daytona Street Capital LLC 0.41% of their portfolio | 16.0k $561.3k | Reduced -370 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 15.5k $601.0k | Added +5.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 14.8k $572.7k | Added +8.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 14.5k $562.4k | Added +6.7k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 14.1k $544.9k | Added +4.2k |
| BARR E S & CO 0.03% of their portfolio | 14.0k $542.9k | Reduced -1.0k |
| Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio | 13.9k $537.8k | Added +5.7k |
| Engineers Gate Manager LP 0.01% of their portfolio | 13.5k $525.2k | Added +3.8k |
| Creative Planning 0.00% of their portfolio | 13.5k $521.7k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 13.3k $517.4k | New |
| Walleye Capital LLC 0.00% of their portfolio | 13.2k $512.7k | New |
| Jupiter Topco LLC 0.00% of their portfolio | 13.0k $505.6k | First filing |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 12.3k $478.8k | Added +10.6k |
| Polymer Capital Management (US) LLC 0.07% of their portfolio | 12.3k $477.3k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 11.6k $448.2k | Added +5.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.5k $444.9k | Added +5.5k |
| Inscription Capital, LLC 0.04% of their portfolio | 10.4k $405.2k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 9.9k $384.9k | Reduced -4.5k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 9.1k $352.4k | Added +5.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 9.1k $352.0k | Added +3.7k |
| KLP KAPITALFORVALTNING AS 0.00% of their portfolio | 8.6k $333.5k | Added +5.9k |