Market Data · 13F holdings

Firstsun Capital Bancorp

Institutional managers reporting a position on Form 13F-HR, as of Mar 31, 2026

FSUN
Reported holdings
132
132 filings · +34.7% QoQ
Combined value
$408.97M
as of Mar 31, 2026
Quarter change
+14.7%
from $356.42M on Dec 31, 2025
Top-10 concentration
64.9%
of combined value

1Largest holdersEvery position of a manager summed

  1. 1WELLINGTON MANAGEMENT GROUP LLP
    $105.02M25.7%
  2. 2BlackRock, Inc.
    $32.35M7.9%
  3. 3Stelac Advisory Services LLC
    $22.74M5.6%
  4. 4VANGUARD CAPITAL MANAGEMENT LLC
    $22.43M5.5%
  5. 5STATE STREET CORP
    $19.32M4.7%
  6. 6MIRABELLA FINANCIAL SERVICES LLP
    $16.75M4.1%
  7. 7DIMENSIONAL FUND ADVISORS LP
    $14.52M3.6%
  8. 8TWO SIGMA INVESTMENTS, LP
    $11.44M2.8%
  9. 9GEODE CAPITAL MANAGEMENT, LLC
    $11.11M2.7%
  10. 10ALLIANCEBERNSTEIN L.P.
    $9.64M2.4%

2HoldersChange from Dec 31, 2025

HolderQuantityChangeValueShareFiled
WELLINGTON MANAGEMENT GROUP LLPCommon shares2.9MNo change$105.02M25.68%May 15, 2026
BlackRock, Inc.Common shares887.2K+21,383+2.5%$32.35M7.91%May 13, 2026
Stelac Advisory Services LLCCommon shares623.7KNew$22.74M5.56%May 8, 2026
VANGUARD CAPITAL MANAGEMENT LLCCommon shares · Amendment 1 (restatement)615.1KNew$22.43M5.48%May 15, 2026
STATE STREET CORPCommon shares530K+70,946+15.5%$19.32M4.72%May 15, 2026
MIRABELLA FINANCIAL SERVICES LLPCommon shares459.4K+293.3K+176.6%$16.75M4.10%May 12, 2026
DIMENSIONAL FUND ADVISORS LPCommon shares398.4K+114.3K+40.3%$14.52M3.55%May 7, 2026
TWO SIGMA INVESTMENTS, LPCommon shares313.8K+113.2K+56.4%$11.44M2.80%May 15, 2026
GEODE CAPITAL MANAGEMENT, LLCCommon shares310K+10,977+3.7%$11.11M2.72%May 15, 2026
ALLIANCEBERNSTEIN L.P.Common shares256K−152.1K−37.3%$9.64M2.36%May 15, 2026
GOLDMAN SACHS GROUP INCCommon shares215.1K+48,720+29.3%$7.84M1.92%May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLCCommon shares183.8K+29,142+18.8%$6.7M1.64%May 15, 2026
AMERICAN CENTURY COMPANIES INCCommon shares169.3K+51,906+44.2%$6.17M1.51%May 15, 2026
BANC FUNDS CO LLCCommon shares168.5KNo change$6.14M1.50%May 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCommon shares167.5K−5,140−3.0%$6.11M1.49%May 15, 2026
CITADEL ADVISORS LLCCommon shares160.7K+17,714+12.4%$5.86M1.43%May 15, 2026
AMERIPRISE FINANCIAL INCCommon shares153.7K−4,013−2.5%$5.61M1.37%May 15, 2026
SALZHAUER MICHAELCommon shares141KNo change$5.14M1.26%May 5, 2026
MENDON CAPITAL ADVISORS CORPCommon shares136.3K−4,190−3.0%$4.97M1.22%May 15, 2026
Curi Capital, LLCCommon shares121.3K−12,400−9.3%$4.42M1.08%May 15, 2026
Empowered Funds, LLCCommon shares120.4K+22,545+23.0%$4.39M1.07%May 15, 2026
NORTHERN TRUST CORPCommon shares109.9K+14,559+15.3%$4.01M0.98%May 14, 2026
MORGAN STANLEYCommon shares106.9K+11,585+12.2%$3.9M0.95%May 15, 2026
BANK OF AMERICA CORP /DE/Common shares99,637+36,964+59.0%$3.63M0.89%May 18, 2026
VANGUARD PORTFOLIO MANAGEMENT LLCCommon shares96,831New$3.53M0.86%May 8, 2026
Showing 25 of 132

3Report periods

Report dateFilingsHoldingsCombined valueLatest filed
Mar 31, 2026132132$408.97MMay 22, 2026
Dec 31, 20259898$356.42MMay 27, 2026
Sep 30, 20259393$359.38MMay 27, 2026
Jun 30, 20258585$314.92MFeb 27, 2026
Mar 31, 202533$2.66MMar 17, 2026

Filings for a quarter keep arriving for months after it ends, so the most recent and the earliest periods can be incomplete.

4About this data

Each row is one manager's position as disclosed in one Form 13F-HR filing; managers below the Form 13F reporting threshold do not appear. Values, quantities and manager names are as reported in each filing. A row totals the entries of one filing that share a security class and option type; a value or quantity is shown as not comparable when those entries differ in currency or unit. A restatement replaces the original filing and every earlier amendment for the same period; an amendment adding new holdings is listed alongside the filing it supplements and labelled as such. Positions are matched to this listing through the security identifiers reported in the filing.

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