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Stocks / Firstsun Cap Bancorp
Institutional Ownership

Firstsun Cap Bancorp

CUSIP 33767U107COMFSUNQ1 2026

13D / 13G Filings
15
Schedule 13D/13G on record
Beneficial Filers
12
Distinct reporting persons
Largest Stake
11.0%
Max % of class reported
Institutional Holders
125
13F filers (latest quarter)

Beneficial Owners — Schedule 13D / 13G

15 filings · latest Jan 7, 2026

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#FiledReporting PersonForm% of ClassSharesFiling
1Jan 7, 2026Wellington Management Group LLP13G/A10.3%2.88MSEC
2May 13, 2025Karen Hale Young Family Irrevocable Trust U/A/D 5/25/201113G/A6.5%1.82MSEC
3May 13, 2025Twin Meadow Vhc Trust U/A/D 5/25/201113G/A3.7%1.03MSEC
4May 12, 2025Wellington Management Group LLP13G/A9.9%2.75MSEC
5Apr 30, 2025Lightyear Fund III, L.P.13G/A11.0%20.0KSEC
6Feb 13, 2025Lightyear Fund III, L.P.13G/A11.0%1.48MSEC
7Nov 14, 2024Twin Meadow Vhc Trust U/A/D 5/25/201113G7.4%2.05MSEC
8Nov 14, 2024Max Alan Hale Family Irrevocable Trust U/A/D 6/1/201113G6.6%1.82MSEC
9Nov 14, 2024Karen Hale Young Family Irrevocable Trust U/A/D 5/25/201113G6.6%1.82MSEC
10Nov 14, 2024John J Hale Trust U/A/D 12-1-199613G6.6%1.82MSEC

5 more beneficial-ownership filings on Premium

See the full Schedule 13D/13G history for Firstsun Cap Bancorp.

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Top Institutional Holders (13F)

Largest reported positions · latest quarter

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#FundSharesValue
1Wellington Management Group LLP2.88M$105.02M
2Blackrock, Inc.887.2K$32.35M
3Stelac Advisory Services LLC623.7K$22.74M
4State Street Corp530.0K$19.32M
5Mirabella Financial Services LLP459.4K$16.75M
6Dimensional Fund Advisors LP398.4K$14.52M
7Two Sigma Investments, LP313.8K$11.44M
8Geode Capital Management, LLC310.0K$11.11M
9Alliancebernstein L.P.256.0K$9.64M
10Goldman Sachs Group Inc215.1K$7.84M