Firstsun Capital Bancorp 13F holders
165 funds reported a position in Firstsun Capital Bancorp in their 13F for the quarter ended 30 June 2026, together 24.7 million shares worth $955.6 million. Against the quarter before, 53 opened a position, 81 added, 21 trimmed and 20 sold out; together they bought a net 13.3 million shares. The largest holders: Wellington Management Group LLP, Fortress Investment Group LLC and Canyon Capital Advisors LLC.
Funds holding165+33 on Q1 2026
Shares they held24.7Mworth $955.6 million
Net bought on the quarter13.3M sharesabout $516.4 million at the funds' values
Funds buying to selling134 to 41opened or added, to cut or sold
Opened 53Added 81Held 8Trimmed 21Sold out 20
What each fund did in FSUN against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in FSUN in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 26 reported a position in Firstsun Capital Bancorp: 5 opened one, 8 added, 6 trimmed and 2 sold out, a net 51,978 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Salzhauer Michael | -42,144 | 98,843 | trimmed | 13F |
| Sterling Capital Management LLC | +7,502 | 8,004 | added | 13F |
| Daytona Street Capital LLC | -6,000 | 10,000 | trimmed | 13F |
| Access Investment Management LLC | +2,175 | 89,515 | added | 13F |
| State of Alaska, Department of Revenue | +1,943 | 1,943 | new | 13F |
| Versant Capital Management, Inc | +1,533 | 1,961 | added | 13F |
| ELCO Management Co., LLC | +1,500 | 8,623 | added | 13F |
| Hilton Head Capital Partners, LLC | +100 | 100 | new | 13F |
| Essential Partners LLC | +53 | 82 | added | 13F |
| Parkside Financial Bank & Trust | +45 | 45 | new | 13F |
| Signaturefd, LLC | -37 | 358 | trimmed | 13F |
| Farther Finance Advisors, LLC | -19 | 806 | trimmed | 13F |
| True Wealth Design, LLC | +16 | 46 | added | 13F |
| Pinnacle Wealth Planning Services, Inc. | +10 | 10 | new | 13F |
| Assetmark, Inc. | +8 | 8 | new | 13F |
| Caitong International Asset Management Co., Ltd | -6 | 3 | trimmed | 13F |
| Gamma Investing LLC | -4 | 246 | trimmed | 13F |
| SJS Investment Consulting Inc. | +1 | 28 | added | 13F |
| IFP Advisors, Inc | +1 | 4 | added | 13F |
| Stone House Investment Management, LLC | -50 | 0 | sold out | 13F |
| Y-Intercept (Hong Kong) Ltd | -18,605 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 4 reported a position in Firstsun Capital Bancorp in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 676,961 shares worth $26.3 million, 0.0% of its reported book. Sold out: Millennium Management. In the quarter, 2 funds added or opened a position and 3 trimmed or sold out; together they bought a net 11,112 shares, about $430,926 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 676,961 | $26.3 million | 0.0% | +366,994 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 97,802 | $3.8 million | 0.0% | -216,042 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 90,508 | $3.5 million | 0.0% | -70,204 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 4,527 | $175,559 | 0.0% | +2,367 | added | 30 June 2026 | 13F |
| Millennium Management | 0 | $0 | 0.0% | -72,003 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 4,097,274 | 16.62% | $158.9 million | 0.03% | +1,216,889 | 13F |
| Fortress Investment Group LLC | 2,196,449 | 8.91% | $85.2 million | 16.05% | new | 13F |
| Canyon Capital Advisors LLC | 1,931,052 | 7.83% | $74.9 million | 8.49% | new | 13F |
| BlackRock, Inc. | 1,894,135 | 7.68% | $73.5 million | 0.00% | +1,006,903 | 13F |
| Vanguard Capital Management LLC | 1,319,161 | 5.35% | $51.2 million | 0.00% | +704,099 | 13F |
| Strategic Value Bank Partners LLC | 1,151,160 | 4.67% | $44.6 million | 31.26% | new | 13F |
| State Street Corp. | 949,489 | 3.85% | $36.8 million | 0.00% | +419,532 | 13F |
| Dimensional Fund Advisors LP | 739,703 | 3.00% | $28.7 million | 0.01% | +341,341 | 13F |
| Geode Capital Management, LLC | 676,961 | 2.75% | $26.3 million | 0.00% | +366,994 | 13F |
| Stelac Advisory Services LLC | 623,704 | 2.53% | $24.2 million | 4.51% | no change | 13F |
| Ameriprise Financial Inc. | 623,683 | 2.53% | $24.2 million | 0.01% | +469,951 | 13F |
| Mirabella Financial Services LLP | 623,236 | 2.53% | $24.2 million | 2.47% | +163,835 | 13F |
| Goldman Sachs Group Inc. | 525,768 | 2.13% | $20.4 million | 0.00% | +310,638 | 13F |
| Maltese Capital Management LLC | 405,946 | 1.65% | $15.7 million | 2.87% | +344,000 | 13F |
| Hotchkis & Wiley Capital Management LLC | 373,937 | 1.52% | $14.5 million | 0.04% | +206,419 | 13F |
| Price T Rowe Associates Inc. | 351,690 | 1.43% | $13.6 million | 0.00% | +200,698 | 13F |
| Mendon Capital Advisors Corp. | 347,747 | 1.41% | $13.5 million | 4.77% | +211,422 | 13F |
| Moneta Group Investment Advisors LLC | 333,000 | 1.35% | $12.9 million | 0.10% | new | 13F |
| Curi Capital, LLC | 315,476 | 1.28% | $12.2 million | 0.19% | +194,151 | 13F |
| First Foundation Advisors | 290,275 | 1.18% | $11.3 million | 0.41% | new | 13F |
| AllianceBernstein L.P. | 276,717 | 1.12% | $10.1 million | 0.00% | +20,671 | 13F |
| Banc Funds Co. LLC | 238,031 | 0.97% | $9.2 million | 1.52% | +69,542 | 13F |
| American Century Companies Inc. | 236,526 | 0.96% | $9.2 million | 0.00% | +67,245 | 13F |
| Northern Trust Corp. | 229,279 | 0.93% | $8.9 million | 0.00% | +119,397 | 13F |
| Charles Schwab Investment Management Inc. | 220,578 | 0.89% | $8.6 million | 0.00% | +127,822 | 13F |
| Vanguard Portfolio Management LLC | 209,893 | 0.85% | $8.1 million | 0.00% | +113,062 | 13F |
| Bridgeway Capital Management, LLC | 188,389 | 0.76% | $7.3 million | 0.13% | +4,585 | 13F |
| Vanguard Fiduciary Trust Co. | 175,872 | 0.71% | $6.8 million | 0.00% | +104,572 | 13F |
| Salzhauer Michael | 140,987 | 0.57% | $5.5 million | 2.01% | +27 | 13F |
| Empowered Funds, LLC | 124,995 | 0.51% | $4.8 million | 0.03% | +4,585 | 13F |
| First Trust Advisors LP | 121,277 | 0.49% | $4.7 million | 0.00% | +44,561 | 13F |
| Verition Fund Management LLC | 116,434 | 0.47% | $4.5 million | 0.03% | +92,305 | 13F |
| Bank of America Corp. | 103,115 | 0.42% | $4.0 million | 0.00% | +3,478 | 13F |
| Two Sigma Investments, LP | 97,802 | 0.40% | $3.8 million | 0.00% | -216,042 | 13F |
| Quantinno Capital Management LP | 97,410 | 0.40% | $3.8 million | 0.01% | +69,517 | 13F |
| EJF Capital LP | 96,926 | 0.39% | $3.8 million | 2.51% | new | 13F |
| Morgan Stanley | 91,383 | 0.37% | $3.5 million | 0.00% | -15,512 | 13F |
| Gator Capital Management, LLC | 91,186 | 0.37% | $3.5 million | 0.76% | new | 13F |
| Citadel Advisors LLC | 90,508 | 0.37% | $3.5 million | 0.00% | -70,204 | 13F |
| Access Investment Management LLC | 87,340 | 0.35% | $3.4 million | 0.87% | +33,615 | 13F |
| ExodusPoint Capital Management, LP | 85,132 | 0.35% | $3.3 million | 0.03% | +55,710 | 13F |
| Martingale Asset Management L P | 81,142 | 0.33% | $3.1 million | 0.07% | new | 13F |
| Bank of New York Mellon Corp | 80,656 | 0.33% | $3.1 million | 0.00% | +36,069 | 13F |
| Black Maple Capital Management LP | 69,544 | 0.28% | $2.7 million | 1.81% | +61,204 | 13F |
| Punch & Associates Investment Management, Inc. | 64,332 | 0.26% | $2.5 million | 0.12% | new | 13F |
| Caldwell Sutter Capital, Inc. | 60,912 | 0.25% | $2.4 million | 0.89% | +2,590 | 13F |
| Nuveen, LLC | 58,496 | 0.24% | $2.3 million | 0.00% | +39,142 | 13F |
| AQR Capital Management LLC | 56,493 | 0.23% | $2.2 million | 0.00% | +12,645 | 13F |
| Swiss National Bank | 53,100 | 0.22% | $2.1 million | 0.00% | +2,000 | 13F |
| Invesco Ltd. | 51,745 | 0.21% | $2.0 million | 0.00% | +2,768 | 13F |
The 50 largest of the 165 funds that reported a position in FSUN in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 October 2026 | 13G | BlackRock, Inc. and 1 other | 2.4 million | 5.4% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 August 2026 | 13G/A | Bay Pond Investors (Bermuda) L.P. and 1 other | 1.8 million | 4.1% | 30 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 13 August 2026 | 13G/A | Bay Pond Partners, L.P. and 1 other | 1.8 million | 4.0% | 30 June 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 13 August 2026 | 13G/A | Wellington Management Group LLP and 7 others | 4.1 million | 9.3% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 11 August 2026 | 13G/A | Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 and 7 others | 1.8 million | 4.1% | 1 April 2026 | passive, other (13d-1(d)) | EDGAR |
| 11 August 2026 | 13G/A | Twin Meadow VHC Trust u/a/d 5/25/2011 and 7 others | 1.0 million | 2.3% | 1 April 2026 | passive, other (13d-1(d)) | EDGAR |
| 11 August 2026 | 13G/A | Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 and 3 others | 1.8 million | 4.1% | 1 April 2026 | passive, other (13d-1(d)) | EDGAR |
| 11 August 2026 | 13G/A | Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 and 5 others | 1.6 million | 3.7% | 1 April 2026 | passive, other (13d-1(d)) | EDGAR |
| 15 May 2026 | 13G/A | Bay Pond Partners, L.P. and 1 other | 1.2 million | 4.4% | 31 March 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 12 May 2026 | 13G/A | John J Hale Trust u/a/d 12-1-1996 and 1 other | 1.5 million | 3.4% | 17 March 2026 | passive, other (13d-1(d)) | EDGAR |
| 7 April 2026 | 13G | Bay Pond Investors (Bermuda) L.P. and 1 other | 1.5 million | 5.4% | 1 April 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 7 April 2026 | 13G | Bay Pond Partners, L.P. and 1 other | 1.5 million | 5.3% | 1 April 2026 | passive, under 20% (13d-1(c)) | EDGAR |
| 7 January 2026 | 13G/A | Wellington Management Group LLP and 7 others | 2.9 million | 10.3% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 23 September 2026 | 13,588 | $39.35 | SEC |
| 22 September 2026 | 2,863 | $39.52 | SEC |
| 18 September 2026 | 100 | $39.45 | SEC |
| 17 September 2026 | 14,986 | $39.11 | SEC |
| 10 September 2026 | 13,912 | $39.91 | SEC |
| 2 September 2026 | 81 | $39.38 | SEC |
| 31 August 2026 | 10 | $40.07 | SEC |
| 20 August 2026 | 5 | $39.92 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.