Vault-13

FIRSTSUN CAP BANCORP FSUN

COM · Common Stock · CUSIP 33767U107

American bank holding company

166 institutional holders +34 vs Q1 2026
24,526,49924.5m shares reported held*
$950.5mreported value*
56 new 82 added 21 reduced 21 sold out net bought ≈ $513.4m (+13.2m shares)

* 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

0100200Q3 22: 1Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 1Q4 23: 1Q1 24: 2Q2 24: 2Q3 24: 28Q4 24: 44Q1 25: 64Q2 25: 84Q3 25: 92Q4 25: 97Q1 26: 132Q2 26: 166166Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20231
Q2 20231
Q3 20231
Q4 20231
Q1 20242
Q2 20242
Q3 202428
Q4 202444
Q1 202564
Q2 202584
Q3 202592
Q4 202597
Q1 2026132
Q2 2026166

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 25 bought or addedQ3 24: 1 cut or sold outQ4 24: 35 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 49 bought or addedQ1 25: 12 cut or sold outQ2 25: 63 bought or addedQ2 25: 28 cut or sold outQ2 25Q3 25: 64 bought or addedQ3 25: 33 cut or sold outQ4 25: 39 bought or addedQ4 25: 55 cut or sold outQ4 25Q1 26: 82 bought or addedQ1 26: 33 cut or sold outQ2 26: 138 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024251
Q4 2024355
Q1 20254912
Q2 20256328
Q3 20256433
Q4 20253955
Q1 20268233
Q2 202613842

Biggest buyers

Fortress Investment Group LLC New +2,196,449+2.2m
CANYON CAPITAL ADVISORS LLC New +1,931,052+1.9m
WELLINGTON MANAGEMENT GROUP LLP Added +1,216,889+1.2m
STRATEGIC VALUE BANK PARTNERS LLC New +1,151,160+1.2m
BlackRock, Inc. Added +1,006,903+1.0m
VANGUARD CAPITAL MANAGEMENT LLC Added +704,099+704.1k
AMERIPRISE FINANCIAL INC Added +469,951+470.0k
STATE STREET CORP Added +419,532+419.5k
GEODE CAPITAL MANAGEMENT, LLC Added +366,994+367.0k
MALTESE CAPITAL MANAGEMENT LLC Added +344,000+344.0k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -216,042-216.0k
Assenagon Asset Management S.A. Sold out -88,518-88.5k
MILLENNIUM MANAGEMENT LLC Sold out -72,003-72.0k
CITADEL ADVISORS LLC Reduced -70,204-70.2k
BARCLAYS PLC Reduced -65,446-65.4k
Man Group plc Sold out -44,090-44.1k
PRUDENTIAL FINANCIAL INC Sold out -36,615-36.6k
MARSHALL WACE, LLP Sold out -35,343-35.3k
Magnetar Financial LLC Sold out -25,602-25.6k
Virtu Financial LLC Sold out -24,284-24.3k

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.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.0 pts · filed 2026-08-13 9.3% -1.0 pts 4.1m≈ $110.8m 2026-08-13
BlackRock, Inc. 13G · institution new · filed 2026-10-27 5.4% new 2.4m≈ $64.3m 2026-10-27

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)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 1 buyingQ1 25: 1 sellingQ1 25Q2 25: 1 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20251$38.0m1$38.0m—
Q2 20251$70.8k0——
Q3 20250—0——
Q4 20250—0——
Q1 20261$52.9k0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 4,097,2744.1m $158.9m $158.9m 0.03% Added +1.2m +1,216,889
2 Fortress Investment Group LLC 16.05% of their portfolio NEW YORK, NY 2,196,4492.2m $85.2m $85.2m 16.05% New
3 CANYON CAPITAL ADVISORS LLC 8.49% of their portfolio DALLAS, TX 1,931,0521.9m $74.9m $74.9m 8.49% New
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,894,1351.9m $73.5m $73.5m 0.00% Added +1.0m +1,006,903
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,319,1611.3m $51.2m $51.2m 0.00% Added +704.1k +704,099
6 STRATEGIC VALUE BANK PARTNERS LLC 31.26% of their portfolio CLEVELAND, OH 1,151,1601.2m $44.6m $44.6m 31.26% New
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 949,489949.5k $36.8m $36.8m 0.00% Added +419.5k +419,532
8 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 739,703739.7k $28.7m $28.7m 0.01% Added +341.3k +341,341
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 676,961677.0k $26.3m $26.3m 0.00% Added +367.0k +366,994
10 Stelac Advisory Services LLC 4.51% of their portfolio NEW YORK, NY 623,704623.7k $24.2m $24.2m 4.51% Unchanged
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 623,683623.7k $24.2m $24.2m 0.00% Added +470.0k +469,951
12 MIRABELLA FINANCIAL SERVICES LLP 2.33% of their portfolio London, X0 623,236623.2k $24.2m $24.2m 2.33% Added +163.8k +163,835
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 525,768525.8k $20.4m $20.4m 0.00% Added +310.6k +310,638
14 MALTESE CAPITAL MANAGEMENT LLC 2.87% of their portfolio New York, NY 405,946405.9k $15.7m $15.7m 2.87% Added +344.0k +344,000
15 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio Los Angeles, CA 373,937373.9k $14.5m $14.5m 0.04% Added +206.4k +206,419
16 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 351,690351.7k $13.6m $13.6m 0.00% Added +200.7k +200,698
17 MENDON CAPITAL ADVISORS CORP 4.77% of their portfolio KEY LARGO, FL 347,747347.7k $13.5m $13.5m 4.77% Added +211.4k +211,422
18 MONETA GROUP INVESTMENT ADVISORS LLC 0.10% of their portfolio ST LOUIS, MO 333,000333.0k $12.9m $12.9m 0.10% New
19 Curi Capital, LLC 0.19% of their portfolio CHICAGO, IL 315,476315.5k $12.2m $12.2m 0.19% Added +194.2k +194,151
20 FIRST FOUNDATION ADVISORS 0.40% of their portfolio Irvine, CA 290,275290.3k $11.3m $11.3m 0.40% New
21 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 276,717276.7k $10.1m $10.1m 0.00% Added +20.7k +20,671
22 BANC FUNDS CO LLC 1.52% of their portfolio CHICAGO, IL 238,031238.0k $9.2m $9.2m 1.52% Added +69.5k +69,542
23 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 236,526236.5k $9.2m $9.2m 0.00% Added +67.2k +67,245
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 229,279229.3k $8.9m $8.9m 0.00% Added +119.4k +119,397
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 220,578220.6k $8.6m $8.6m 0.00% Added +127.8k +127,822
26 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 209,893209.9k $8.1m $8.1m 0.00% Added +113.1k +113,062
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.13% of their portfolio HOUSTON, TX 188,389188.4k $7.3m $7.3m 0.13% Added +4.6k +4,585
28 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 175,872175.9k $6.8m $6.8m 0.00% Added +104.6k +104,572
29 SALZHAUER MICHAEL 2.01% of their portfolio NEW YORK, NY 140,987141.0k $5.5m $5.5m 2.01% Added +27 +27
30 Empowered Funds, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 124,995125.0k $4.8m $4.8m 0.03% Added +4.6k +4,585
31 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 121,277121.3k $4.7m $4.7m 0.00% Added +44.6k +44,561
32 Verition Fund Management LLC 0.03% of their portfolio GREENWICH, CT 116,434116.4k $4.5m $4.5m 0.03% Added +92.3k +92,305
33 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 103,115103.1k $4.0m $4.0m 0.00% Added +3.5k +3,478
34 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 97,80297.8k $3.8m $3.8m 0.00% Reduced -216.0k -216,042
35 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 97,41097.4k $3.8m $3.8m 0.00% Added +69.5k +69,517
36 EJF Capital LP 2.51% of their portfolio Arlington, VA 96,92696.9k $3.8m $3.8m 2.51% New
37 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 91,38391.4k $3.5m $3.5m 0.00% Reduced -15.5k -15,512
38 Gator Capital Management, LLC 0.76% of their portfolio TAMPA, FL 91,18691.2k $3.5m $3.5m 0.76% New
39 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 90,50890.5k $3.5m $3.5m 0.00% Reduced -70.2k -70,204
40 Access Investment Management LLC 0.87% of their portfolio ATLANTA, GA 87,34087.3k $3.4m $3.4m 0.87% Added +33.6k +33,615
41 ExodusPoint Capital Management, LP 0.03% of their portfolio NEW YORK, NY 85,13285.1k $3.3m $3.3m 0.03% Added +55.7k +55,710
42 MARTINGALE ASSET MANAGEMENT L P 0.07% of their portfolio BOSTON, MA 81,14281.1k $3.1m $3.1m 0.07% New
43 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 80,65680.7k $3.1m $3.1m 0.00% Added +36.1k +36,069
44 Black Maple Capital Management LP 1.81% of their portfolio MILWAUKEE, WI 69,54469.5k $2.7m $2.7m 1.81% Added +61.2k +61,204
45 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.12% of their portfolio EDINA, MN 64,33264.3k $2.5m $2.5m 0.12% New
46 CALDWELL SUTTER CAPITAL, INC. 0.89% of their portfolio SAUSALITO, CA 60,91260.9k $2.4m $2.4m 0.89% Added +2.6k +2,590
47 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 58,49658.5k $2.3m $2.3m 0.00% Added +39.1k +39,142
48 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 56,49356.5k $2.2m $2.2m 0.00% Added +12.6k +12,645
49 Swiss National Bank 0.00% of their portfolio ZURICH, V8 53,10053.1k $2.1m $2.1m 0.00% Added +2.0k +2,000
50 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 51,74551.7k $2.0m $2.0m 0.00% Added +2.8k +2,768
51 CenterBook Partners LP 0.09% of their portfolio GREENWICH, CT 48,82348.8k $1.9m $1.9m 0.09% New
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 46,83546.8k $1.8m $1.8m 0.00% Added +34.7k +34,677
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 43,02443.0k $1.7m $1.7m 0.00% Reduced -1.8k -1,807
54 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 42,27142.3k $1.6m $1.6m 0.00% Added +17.3k +17,335
55 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 36,62936.6k $1.4m $1.4m 0.01% New
56 ALLSTATE CORP 0.01% of their portfolio NORTHBROOK, IL 34,99235.0k $1.4m $1.4m 0.01% Added +26.1k +26,064
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 31,12331.1k $1.2m $1.2m 0.00% Added +19.7k +19,655
58 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 30,72030.7k $1.2m $1.2m 0.00% Added +18.1k +18,069
59 Legal & General Group Plc 0.00% of their portfolio London, X0 29,30929.3k $1.1m $1.1m 0.00% Added +20.4k +20,445
60 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 28,19528.2k $1.1m $1.1m 0.00% Added +14.6k +14,584
61 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 25,83325.8k $1.0m $1.0m 0.00% Reduced -65.4k -65,446
62 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 24,68724.7k $957.4k $957.4k 0.00% Added +14.8k +14,815
63 NAPLES GLOBAL ADVISORS, LLC 0.06% of their portfolio NAPLES, FL 23,89223.9k $926.5k $926.5k 0.06% New
64 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 23,87023.9k $925.7k $925.7k 0.00% Reduced -4.8k -4,821
65 FLC Capital Advisors 0.15% of their portfolio PALM DESERT, CA 23,82623.8k $924.0k $924.0k 0.15% New
66 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 23,38723.4k $906.9k $906.9k 0.00% New
67 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 23,29323.3k $903.3k $903.3k 0.00% Reduced -11.4k -11,447
68 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 21,73921.7k $843.0k $843.0k 0.02% Added +7.3k +7,253
69 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 21,40021.4k $829.9k $829.9k 0.00% Added +8.8k +8,800
70 Oppenheimer & Close, LLC 0.52% of their portfolio NEW YORK, NY 21,15021.1k $820.2k $820.2k 0.52% Unchanged
71 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 21,12921.1k $819.4k $819.4k 0.00% Reduced -15.7k -15,745
72 Numerai GP LLC 0.06% of their portfolio SAN FRANCISCO, CA 19,18519.2k $744.0k $744.0k 0.06% Added +7.9k +7,865
73 GROUP ONE TRADING LLC 0.02% of their portfolio CHICAGO, IL 19,07819.1k $739.8k $739.8k 0.02% New
74 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 18,60518.6k $721.5k $721.5k 0.01% Reduced -2.3k -2,322
75 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 18,41718.4k $733.9k $733.9k 0.00% Added +588 +588
76 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 18,30318.3k $709.8k $709.8k 0.01% Added +10.3k +10,298
77 Rafferty Asset Management, LLC 0.00% of their portfolio New York, NY 17,90317.9k $694.3k $694.3k 0.00% Added +509 +509
78 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 17,72117.7k $687.2k $687.2k 0.00% Unchanged
79 PRIVATE MANAGEMENT GROUP INC 0.02% of their portfolio IRVINE, CA 17,66517.7k $685.0k $685.0k 0.02% New
80 Daytona Street Capital LLC 0.41% of their portfolio SAINT LOUIS, MO 16,00016.0k $561.3k $561.3k 0.41% Reduced -370 -370
81 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 15,49815.5k $601.0k $601.0k 0.00% Added +5.5k +5,539
82 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 14,76914.8k $572.7k $572.7k 0.00% Added +8.3k +8,261
83 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 14,50214.5k $562.4k $562.4k 0.00% Added +6.7k +6,693
84 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,05114.1k $544.9k $544.9k 0.00% Added +4.2k +4,150
85 BARR E S & CO 0.03% of their portfolio LEXINGTON, KY 14,00014.0k $542.9k $542.9k 0.03% Reduced -1.0k -1,000
86 Susquehanna Portfolio Strategies, LLC 0.01% of their portfolio Bala Cynwyd, PA 13,86713.9k $537.8k $537.8k 0.01% Added +5.7k +5,719
87 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 13,54413.5k $525.2k $525.2k 0.01% Added +3.8k +3,804
88 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,45413.5k $521.7k $521.7k 0.00% New
89 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,34113.3k $517.4k $517.4k 0.00% New
90 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 13,22213.2k $512.7k $512.7k 0.00% New
91 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 13,03413.0k $505.6k $505.6k 0.00% First filing
92 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 12,34712.3k $478.8k $478.8k 0.00% Added +10.6k +10,623
93 Polymer Capital Management (US) LLC 0.07% of their portfolio NEW YORK, NY 12,30812.3k $477.3k $477.3k 0.07% New
94 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11,55811.6k $448.2k $448.2k 0.00% Added +5.9k +5,891
95 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,47211.5k $444.9k $444.9k 0.00% Added +5.5k +5,469
96 Inscription Capital, LLC 0.04% of their portfolio HOUSTON, TX 10,44810.4k $405.2k $405.2k 0.04% New
97 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 9,9269.9k $384.9k $384.9k 0.00% Reduced -4.5k -4,485
98 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 9,0869.1k $352.4k $352.4k 0.00% Added +5.0k +5,000
99 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 9,0739.1k $352.0k $352.0k 0.00% Added +3.7k +3,695
100 KLP KAPITALFORVALTNING AS 0.00% of their portfolio OSLO, Q8 8,6008.6k $333.5k $333.5k 0.00% Added +5.9k +5,900