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FSUN · Firstsun Capital Bancorp · Holdings

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$39.53 +1.05 (+2.73%)
Russell 2000 member Rebalance outlook locked
Market Cap
$1.79B
Shares
46.58M
Volume · Oct 22 291.13K Avg daily vol (3M) 318.05K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of FSUN: 13F, 13D and 13G, insiders and funds →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 167
Total Value: $955,499,169
Total Shares: 24,639,081
Showing 1–100 of 167 holdings by value · page 1 of 2

Institutional Ownership Trend

17 quarters

Superinvestors Holding FSUN

All superinvestors →
Mario Gabelli $240,319

Holder Concentration

Across 165 13F filers
Top Holder
16.6%
Sep 2023 → Jun 2026 · range 16.6% – 100.0%
of institutional value
Top 5
46.4%
Sep 2023 → Jun 2026 · range 46.4% – 100.0%
of institutional value
Top 10
63.2%
Sep 2023 → Jun 2026 · range 63.2% – 100.0%
of institutional value
HHI
605
Sep 2023 → Jun 2026 · range 605 – 10,000
Broadly held

Who Holds FSUN

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 165 filers, like-for-like change +116.0%; actively managed books +120.5%; index-like books +103.7%.

Holder type Share Filers Change
Registered adviser 44.0% 89 +181.7%
Exempt adviser 2.6% 3 +26.1%
Adviser 11.6% 4 +1306.6%
Bank 6.1% 13 +52.4%
Insurer 0.1% 1 -23.2%
Benefit plan 0.2% 2 +118.2%
Non-US 0.1% 3 +121.4%
Holding company 26.9% 7 +61.4%
Unknown 8.2% 43 +21.9%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

165 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
7
4.24% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
3
median weight 0.001%
Mar 31, 2026: 1
Crowding
—
the issuer has more than one class of common stock, so its count is the total across classes
Mar 31, 2026: 11.2%
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
the issuer has more than one class of common stock, so its count is the total across classes
Top 10 holders
63.2%
of 13F shares, Herfindahl 0.061
Active holders
+120.5%
like-for-like share change of active filers
5% stakes on record
2
0 13D, 2 13G (1 institutional, 0 passive, 1 exempt)
How long holders have held it value-weighted 4.9 quarters
Under 1 year 41.8% 1 to 3 years 57.3% 3 years or more 0.965% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $42,151,765 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$37.35
estimated per share
Mar 31, 2026: $38.27
Quarter-end price
$38.78
implied by 13F values
Estimated gain or loss
+3.8%
price against the estimated cost
Estimated at a loss
19.7%
of costed 13F value

Estimated cost covers 91.9% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies FSUN's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 AMTB Amerant Bancorp Inc. 5
2 FRST Primis Financial Corp. 5
3 USCB Uscb Financial Holdings, Inc. 5
4 OBT Orange County Bancorp, Inc. 5
5 BWB Bridgewater Bancshares Inc 6
6 MNSB MainStreet Bancshares, Inc. 3
7 UNTY Unity Bancorp Inc 4
8 BRBS Blue Ridge Bankshares, Inc. 5
9 AVBH Avidbank Holdings, Inc. 4
10 CBAN Colony Bankcorp Inc 4

Shareholder Targets

13F filers that own its peers but not FSUN, quarter ended Jun 30, 2026

Found through its holder-overlap peers: AMTB, FRST, USCB, OBT, BWB, MNSB, UNTY, BRBS, AVBH, CBAN, EFSI, COSO, CBK, CNOB, PGC, INBK, WNEB, TCBX, BANC, NPB. 466 filers in all.

# Filer In peers
1 T. Rowe Price Investment Management, Inc. Adviser, Diversified active $325,322,835 3 held
2 Patriot Financial Partners GP II, L.P. Unknown, Concentrated $161,388,479 5 held
3 ADAGE CAPITAL PARTNERS GP, L.L.C. Registered adviser, Diversified active $104,779,311 5 held
4 MILLENNIUM MANAGEMENT LLC Registered adviser, Systematic-like $84,263,623 16 held
5 North Reef Capital Management LP Registered adviser, Concentrated $79,305,656 4 held
6 KENNEDY CAPITAL MANAGEMENT LLC Registered adviser, Diversified active $74,240,589 10 held
7 Boston Partners Registered adviser, Diversified active $64,839,369 3 held
8 NEUBERGER BERMAN GROUP LLC Holding company, Diversified active $61,685,582 3 held
9 ACADIAN ASSET MANAGEMENT LLC Unknown, Diversified active $57,755,541 12 held
10 PL Capital Advisors, LLC Registered adviser, Concentrated $56,074,694 3 held

Fund Ownership of FSUN by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 8.36% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 1.77% 826,272
Index ETFs 6.59% 3,069,949
Active ETFs 0.87% 407,044
Active funds 3.85% 1,795,170
Unclassified 0.58% 269,234
All registered funds 13.67% 6,367,669
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 91 Exempt adviser 2 Adviser 4 Bank 13 Insurer 1 Benefit plan 2 Non-US 3 Holding company 7 Unknown 44
Showing 100 of 167
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
WELLINGTON MANAGEMENT GROUP LLP $158,892,285 16.63% 4,097,274
Fortress Investment Group LLC $85,178,292 8.91% 2,196,449
CANYON CAPITAL ADVISORS LLC $74,886,196 7.84% 1,931,052
BlackRock, Inc. $73,454,550 7.69% 1,894,135
VANGUARD CAPITAL MANAGEMENT LLC $51,157,063 5.35% 1,319,161
STRATEGIC VALUE BANK PARTNERS LLC $44,641,984 4.67% 1,151,160
STATE STREET CORP $36,821,183 3.85% 949,489
DIMENSIONAL FUND ADVISORS LP $28,685,680 3.00% 739,703
GEODE CAPITAL MANAGEMENT, LLC $26,252,547 2.75% 676,961
Stelac Advisory Services LLC $24,187,241 2.53% 623,704
AMERIPRISE FINANCIAL INC $24,186,425 2.53% 623,683
MIRABELLA FINANCIAL SERVICES LLP $24,169,092 2.53% 623,236
GOLDMAN SACHS GROUP INC $20,389,282 2.13% 525,768
MALTESE CAPITAL MANAGEMENT LLC $15,742,584 1.65% 405,946
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $14,501,276 1.52% 373,937
PRICE T ROWE ASSOCIATES INC /MD/ $13,638,537 1.43% 351,690
MENDON CAPITAL ADVISORS CORP $13,485,627 1.41% 347,747
MONETA GROUP INVESTMENT ADVISORS LLC $12,913,740 1.35% 333,000
Curi Capital, LLC $12,234,158 1.28% 315,476
FIRST FOUNDATION ADVISORS $11,256,864 1.18% 290,275
ALLIANCEBERNSTEIN L.P. $10,731,085 1.12% 276,717
BANC FUNDS CO LLC $9,230,842 0.97% 238,031
AMERICAN CENTURY COMPANIES INC $9,172,478 0.96% 236,526
NORTHERN TRUST CORP $8,891,437 0.93% 229,279
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $8,554,014 0.90% 220,578
VANGUARD PORTFOLIO MANAGEMENT LLC $8,139,650 0.85% 209,893
BRIDGEWAY CAPITAL MANAGEMENT, LLC $7,305,725 0.76% 188,389
VANGUARD FIDUCIARY TRUST CO $6,820,316 0.71% 175,872
SALZHAUER MICHAEL $5,467,475 0.57% 140,987
Empowered Funds, LLC $4,847,306 0.51% 124,995
FIRST TRUST ADVISORS LP $4,703,122 0.49% 121,277
Verition Fund Management LLC $4,515,310 0.47% 116,434
BANK OF AMERICA CORP /DE/ $3,998,799 0.42% 103,115
TWO SIGMA INVESTMENTS, LP $3,792,761 0.40% 97,802
Quantinno Capital Management LP $3,777,559 0.40% 97,410
EJF Capital LP $3,758,790 0.39% 96,926
MORGAN STANLEY $3,543,829 0.37% 91,383
Gator Capital Management, LLC $3,536,193 0.37% 91,186
CITADEL ADVISORS LLC $3,509,900 0.37% 90,508
Access Investment Management LLC $3,387,045 0.35% 87,340
ExodusPoint Capital Management, LP $3,301,418 0.35% 85,132
MARTINGALE ASSET MANAGEMENT L P $3,146,686 0.33% 81,142
Bank of New York Mellon Corp $3,127,839 0.33% 80,656
Black Maple Capital Management LP $2,696,916 0.28% 69,544
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $2,494,794 0.26% 64,332
CALDWELL SUTTER CAPITAL, INC. $2,362,167 0.25% 60,912
Nuveen, LLC $2,268,474 0.24% 58,496
AQR CAPITAL MANAGEMENT LLC $2,190,796 0.23% 56,493
Swiss National Bank $2,059,218 0.22% 53,100
Invesco Ltd. $2,006,669 0.21% 51,745
CenterBook Partners LP $1,893,355 0.20% 48,823
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,816,261 0.19% 46,835
UBS Group AG $1,668,469 0.17% 43,024
CITIGROUP INC $1,639,267 0.17% 42,271
GABELLI FUNDS LLC $1,420,472 0.15% 36,629
ALLSTATE CORP $1,356,989 0.14% 34,992
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,206,949 0.13% 31,123
RHUMBLINE ADVISERS $1,191,321 0.12% 30,720
Legal & General Group Plc $1,136,602 0.12% 29,309
SEI INVESTMENTS CO $1,093,402 0.11% 28,195
BARCLAYS PLC $1,001,803 0.10% 25,833
DEUTSCHE BANK AG\ $957,361 0.10% 24,687
NAPLES GLOBAL ADVISORS, LLC $926,531 0.10% 23,892
BNP PARIBAS ARBITRAGE, SA $925,678 0.10% 23,870
FLC Capital Advisors $923,972 0.10% 23,826
D. E. Shaw & Co., Inc. $906,947 0.09% 23,387
Balyasny Asset Management L.P. $903,302 0.09% 23,293
CreativeOne Wealth, LLC $843,038 0.09% 21,739
STRS OHIO $829,892 0.09% 21,400
Oppenheimer & Close, LLC $820,197 0.09% 21,150
WELLS FARGO & COMPANY/MN $819,380 0.09% 21,129
Numerai GP LLC $743,994 0.08% 19,185
GROUP ONE TRADING LLC $739,844 0.08% 19,078
Allspring Global Investments Holdings, LLC $714,211 0.07% 18,417
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $709,790 0.07% 18,303
Rafferty Asset Management, LLC $694,278 0.07% 17,903
VANGUARD ASSET MANAGEMENT, Ltd $687,220 0.07% 17,721
PRIVATE MANAGEMENT GROUP INC $685,048 0.07% 17,665
COMMONWEALTH EQUITY SERVICES, LLC $601,012 0.06% 15,498
MANUFACTURERS LIFE INSURANCE COMPANY, THE $572,741 0.06% 14,769
MetLife Investment Management, LLC $562,387 0.06% 14,502
MERCER GLOBAL ADVISORS INC /ADV $544,897 0.06% 14,051
BARR E S & CO $542,920 0.06% 14,000
Susquehanna Portfolio Strategies, LLC $537,762 0.06% 13,867
Engineers Gate Manager LP $525,236 0.05% 13,544
Creative Planning $521,746 0.05% 13,454
Corient Private Wealth LLC $517,363 0.05% 13,341
Walleye Capital LLC $512,749 0.05% 13,222
Jupiter Topco LLC $505,458 0.05% 13,034
Russell Investments Group, Ltd. $478,816 0.05% 12,347
Polymer Capital Management (US) LLC $477,304 0.05% 12,308
JPMORGAN CHASE & CO $448,218 0.05% 11,558
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $444,884 0.05% 11,472
Inscription Capital, LLC $405,173 0.04% 10,448
Daytona Street Capital LLC $386,100 0.04% 10,000
Squarepoint Ops LLC $384,930 0.04% 9,926
Vanguard Global Advisers, LLC $352,355 0.04% 9,086
SG Americas Securities, LLC $351,850 0.04% 9,073
KLP KAPITALFORVALTNING AS $333,508 0.03% 8,600
ELCO Management Co., LLC $332,934 0.03% 8,623

Showing the top 100 of 167 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1709442 CUSIP 33767U107 13F (30d) 16 filings 16 filers Visit website Investor relations