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Firstsun Capital Bancorp (FSUN)

CUSIP: 33767U107 | NYSE | Financial Services · Banks - Regional | Small Cap | 228 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GBlackRock, Inc.2,374,8145.4%New 5%+ stakeSep 30, 202692d ahead of 13F (1,894,135 sh) · +480,679
13G/ABay Pond Investors (Bermuda) L.P.1,797,7544.1%Newly reportedJun 30, 2026No 13F filer matched
13G/ABay Pond Partners, L.P.1,783,1214.0%Newly reportedJun 30, 2026No 13F filer matched
13G/AMax Alan Hale Family Irrevocable Trust u/a/d 6/1/2011
with Max Alan Hale Trust Agreement U/A/D 6/1/1996
1,816,0004.1%Newly reportedApr 1, 2026No 13F filer matched
13G/AKaren Hale Young Family Irrevocable Trust u/a/d 5/25/2011
with Joyce V Hale Grat FBO Karen H Young Family, JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011, Karen Hale Young Trust U/A/D 2/23/1996
1,816,0004.1%Newly reportedApr 1, 2026No 13F filer matched
13G/ADana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011
with JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011, Dana Hale Nelson Trust Agreement U/A/D 12/8/1995
1,616,0003.7%Newly reportedApr 1, 2026No 13F filer matched
13G/ATwin Meadow VHC Trust u/a/d 5/25/2011
with Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003, Mollie Hale Carter Trust Agreement dated 12/19/1995, Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011
1,025,4502.3%Newly reportedApr 1, 2026No 13F filer matched
13GBlackRock, Inc.2,374,814
5.4% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (1,894,135 sh) · +480,679
13G/ABay Pond Investors (Bermuda) L.P.1,797,754
4.1% of class · Jun 30, 2026Newly reported
No 13F filer matched
13G/ABay Pond Partners, L.P.1,783,121
4.0% of class · Jun 30, 2026Newly reported
No 13F filer matched
13G/AMax Alan Hale Family Irrevocable Trust u/a/d 6/1/20111,816,000
4.1% of class · Apr 1, 2026Newly reported
with Max Alan Hale Trust Agreement U/A/D 6/1/1996
No 13F filer matched
13G/AKaren Hale Young Family Irrevocable Trust u/a/d 5/25/20111,816,000
4.1% of class · Apr 1, 2026Newly reported
with Joyce V Hale Grat FBO Karen H Young Family, JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011, Karen Hale Young Trust U/A/D 2/23/1996
No 13F filer matched
13G/ADana Hale Nelson Family Irrevocable Trust u/a/d 5-25-20111,616,000
3.7% of class · Apr 1, 2026Newly reported
with JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011, Dana Hale Nelson Trust Agreement U/A/D 12/8/1995
No 13F filer matched
13G/ATwin Meadow VHC Trust u/a/d 5/25/20111,025,450
2.3% of class · Apr 1, 2026Newly reported
with Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003, Mollie Hale Carter Trust Agreement dated 12/19/1995, Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP828,150
0.0% of portfolio›$32.0M
Atlas Merchant Capital LLC152,525
91.1% of portfolio›$5.9M
Salzhauer Michael98,843
1.5% of portfolio›$3.8M
Access Investment Management LLC89,515
0.8% of portfolio›$3.5M
Citigroup Inc49,204
0.0% of portfolio›$1.9M
Private Management Group Inc32,224
0.0% of portfolio›$1.2M
Allspring Global Investments Holdings, LLC19,170
0.0% of portfolio›$743.8K
Commonwealth Equity Services, LLC14,953
0.0% of portfolio›$577.3K
Creative Planning14,004
0.0% of portfolio›$540.7K
CenterBook Partners LP12,795
0.0% of portfolio›$494.0K
Daytona Street Capital LLC10,000
0.3% of portfolio›$394.8K
Elco Management Co., LLC8,623
0.2% of portfolio›$332.9K
Inscription Capital, LLC8,173
0.0% of portfolio›$315.6K
Sterling Capital Management LLC8,004
0.0% of portfolio›$309.0K
Arizona State Retirement System7,144
0.0% of portfolio›$275.8K
Versant Capital Management, Inc1,961
0.0% of portfolio›$75.7K
State of Alaska, Department of Revenue1,943
0.0% of portfolio›$75.0K
Larson Financial Group LLC1,439
0.0% of portfolio›$55.6K
Nisa Investment Advisors, LLC1,241
0.0% of portfolio›$47.9K
Farther Finance Advisors, LLC806
0.0% of portfolio›$31.1K
Signaturefd, LLC358
0.0% of portfolio›$13.8K
Covestor Ltd273
0.0% of portfolio›$11
Gamma Investing LLC246
0.0% of portfolio›$9.5K
Owl Creek Wealth Partners LLC197
0.0% of portfolio›$7.6K
Parallel Advisors, LLC140
0.0% of portfolio›$5.4K
EverSource Wealth Advisors, LLC113
0.0% of portfolio›$4.4K
Hilton Head Capital Partners, LLC100
0.0% of portfolio›$3.9K
Essential Partners LLC82
0.0% of portfolio›$3.2K
True Wealth Design, LLC46
0.0% of portfolio›$1.8K
Parkside Financial Bank & Trust45
0.0% of portfolio›$1.7K
Fortitude Family Office, LLC30
0.0% of portfolio›$1.2K
Silver Grove Financial Group, Inc.29
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.28
0.0% of portfolio›$1.1K
Ascentis Wealth Management, LLC16
0.0% of portfolio›$617
Physician Wealth Advisors, Inc.14
0.0% of portfolio›$541
Pinnacle Wealth Planning Services, Inc.10
0.0% of portfolio›$386
Root Financial Partners, LLC10
0.0% of portfolio›$386
Assetmark, Inc8
0.0% of portfolio›$309
DecisionPoint Financial, LLC6
0.0% of portfolio›$233
SBI Securities Co., Ltd.5
0.0% of portfolio›$193
IFP Advisors, Inc4
0.0% of portfolio›$154
Caitong International Asset Management Co., Ltd3
0.0% of portfolio›$116
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
828,150$32.0M0.0%IndexLowAustin, TX2026-11-04
Atlas Merchant Capital LLC
152,525$5.9M91.1%N/AN/ANew York, NY2026-11-04
Salzhauer Michael
98,843$3.8M1.5%GARPLowNew York, NY2026-10-28
Access Investment Management LLC
89,515$3.5M0.8%Deep ValueLowAtlanta, GA2026-10-23
Citigroup Inc
49,204$1.9M0.0%CoreMediumNew York, NY2026-11-04
Private Management Group Inc
32,224$1.2M0.0%YieldLowIrvine, CA2026-11-04
Allspring Global Investments Holdings, LLC
19,170$743.8K0.0%CoreMediumCharlotte, NC2026-11-04
Commonwealth Equity Services, LLC
14,953$577.3K0.0%ETFLowWaltham, MA2026-11-02
Creative Planning
14,004$540.7K0.0%IndexVery LowOverland Park, KS2026-11-02
CenterBook Partners LP
12,795$494.0K0.0%ValueVery HighGreenwich, CT2026-11-02
Daytona Street Capital LLC
10,000$394.8K0.3%Deep ValueMediumSaint Louis, MO2026-10-15
Elco Management Co., LLC
8,623$332.9K0.2%CoreLowNew York, NY2026-10-14
Inscription Capital, LLC
8,173$315.6K0.0%GARPMediumHouston, TX2026-11-02
Sterling Capital Management LLC
8,004$309.0K0.0%GARPMediumCharlotte, NC2026-10-22
Arizona State Retirement System
7,144$275.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Versant Capital Management, Inc
1,961$75.7K0.0%GARPLowPhoenix, AZ2026-10-02
State of Alaska, Department of Revenue
1,943$75.0K0.0%CoreVery LowJuneau, AK2026-10-15
Larson Financial Group LLC
1,439$55.6K0.0%GrowthLowSt Louis, MO2026-11-05
Nisa Investment Advisors, LLC
1,241$47.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
806$31.1K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
358$13.8K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
273$110.0%ValueHighLondon, United Kingdom2026-10-30
Gamma Investing LLC
246$9.5K0.0%IndexVery LowFoster City, CA2026-10-08
Owl Creek Wealth Partners LLC
197$7.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Parallel Advisors, LLC
140$5.4K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
113$4.4K0.0%CoreMediumBirmingham, AL2026-11-04
Hilton Head Capital Partners, LLC
100$3.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Essential Partners LLC
82$3.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
46$1.8K0.0%ETFMediumAkron, OH2026-10-13
Parkside Financial Bank & Trust
45$1.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
30$1.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Silver Grove Financial Group, Inc.
29$1.1K0.0%CoreMediumOrchard Park, NY2026-11-05
SJS Investment Consulting Inc.
28$1.1K0.0%ETFVery LowSylvania, OH2026-10-26
Ascentis Wealth Management, LLC
16$6170.0%Agg GrowthLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
14$5410.0%ETFMediumMidvale, UT2026-10-20
Pinnacle Wealth Planning Services, Inc.
10$3860.0%GARPLowMansfield, OH2026-10-27
Root Financial Partners, LLC
10$3860.0%ETFMediumEncinitas, CA2026-10-21
Assetmark, Inc
8$3090.0%ETFLowConcord, CA2026-10-21
DecisionPoint Financial, LLC
6$2330.0%ETFVery LowMesa, AZ2026-10-27
SBI Securities Co., Ltd.
5$1930.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
4$1540.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
3$1160.0%GrowthVery HighHong Kong, South Korea2026-10-29