$FSUN

$40.09 +$0.29 (0.73%) Close

$FSUN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 46.7M shares outstanding

Who owns FSUN?

By type of holder

Institutions 52.6% Insiders 0.0% Everyone else 47.4%

Concentration Top 10 holders own 33.3%

Wellington Management Group LLP 8.8% · Fortress Investment Group LLC 4.7%

Institutional ownership

52.6%

+28.2 pts vs last qtr

Institutional holders

161

+29 vs last qtr

Net shares bought

+13.2M

by institutions in Q2 2026

New / sold out

56 / 27

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Fortress Investment Group LLC NEW +2.2M
Canyon Capital Advisors LLC NEW +1.9M

Biggest sellers in Q2 2026

Two Sigma Investments, LP −216.0K
Assenagon Asset Management S.A. SOLD OUT −88.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Firstsun Capital Bancorp in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+42.2%

+6.05% a year

Each share's claim on the business

−29.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$38.3M vs $17M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years1% 1–3 years60% Under 1 year39%

Quarterly turnover

65.5%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting FSUN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	4.1M	8.77%	+1.2M (+42.2%)	2024	0.0%
Shares held by quarter Peak holding4.1M (Q2'26) Change over 8 quarters+1.7M Share of the company8.770% Wellington Management Group LLP's full portfolio →
FI Fortress Investment Group LLC	2.2M	4.70%	NEW	Q2 '26	16.1%
Shares held by quarter Peak holding2.2M (Q2'26) Change over 8 quarters+2.2M Share of the company4.700% Fortress Investment Group LLC's full portfolio →

Wellington Management Group LLP

4.1M

% of company

8.77%

Change vs last qtr

+1.2M (+42.2%)

Held since

2024

Fortress Investment Group LLC

2.2M

% of company

4.70%

Change vs last qtr

NEW

Held since

Q2 '26

28 more super investors behind a free account

See every manager holding Firstsun Capital Bancorp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting FSUN on Form N-PORT; together they hold 13.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$38.3M	988.0K	2.11%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$25.5M	657.6K	1.41%	0.03%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$38.3M

% of company

2.11%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$25.5M

% of company

1.41%

% of the fund

0.03%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Firstsun Capital Bancorp and how much of the fund the position is.

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