As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Firstsun Capital Bancorp. The largest reported stake is Wellington Management Group LLP's, at 9.3%. 13 filings are on record since January 7, 2026 (Schedule 13G/A, August 13, 2026).
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Key facts
- · Reporting person: BlackRock, Inc. · Sole voting: 2,297,820 · Shared voting: 0 · Sole dispositive: 2,374,814 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-27
- · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 4,097,274 · Sole dispositive: 0 · Shared dispositive: 4,097,274 · SCHEDULE 13G/A, 2026-08-13
- · Reporting person: Bay Pond Investors (Bermuda) L.P. · Sole voting: 0 · Shared voting: 1,797,754 · Sole dispositive: 0 · Shared dispositive: 1,797,754 · SCHEDULE 13G/A, 2026-08-13
- · Reporting person: Bay Pond Partners, L.P. · Sole voting: 0 · Shared voting: 1,783,121 · Sole dispositive: 0 · Shared dispositive: 1,783,121 · SCHEDULE 13G/A, 2026-08-13
- · Reporting person: Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 · Sole voting: 1,816,000 · Shared voting: 0 · Sole dispositive: 1,816,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-11
Firstsun Capital Bancorp has 13 Schedule 13D or 13G filings on record since 2026-01-07. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 9.3% | 4,097,274 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| BlackRock, Inc. | 5.4% | 2,374,814 | SCHEDULE 13G, 2026-10-27 | 2026-09-30 |
| Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 | 4.12% | 1,816,000 | SCHEDULE 13G/A, 2026-08-11 | 2026-04-01 |
| Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 | 4.12% | 1,816,000 | SCHEDULE 13G/A, 2026-08-11 | 2026-04-01 |
| Bay Pond Investors (Bermuda) L.P. | 4.1% | 1,797,754 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Bay Pond Partners, L.P. | 4% | 1,783,121 | SCHEDULE 13G/A, 2026-08-13 | 2026-06-30 |
| Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 | 3.66% | 1,616,000 | SCHEDULE 13G/A, 2026-08-11 | 2026-04-01 |
| John J Hale Trust u/a/d 12-1-1996 | 3.36% | 1,483,100 | SCHEDULE 13G/A, 2026-05-12 | 2026-03-17 |
| Twin Meadow VHC Trust u/a/d 5/25/2011 | 2.32% | 1,025,450 | SCHEDULE 13G/A, 2026-08-11 | 2026-04-01 |
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More on Firstsun Capital Bancorp and the records around it.
Firstsun Capital Bancorp elsewhere on the record
- Leadership changes Jul 2026
- Acquisition Apr 2026
- Who owns it
Companies that share a holder
- Bay Pond Investors (Bermuda) L.P. also filed stake reports on 4 other companies: Redwood Trust, Inc. (Aug 2026), Northpointe Bancshares, Inc. (Aug 2026), LendingClub Corporation (Apr 2026)
- Bay Pond Partners, L.P. also filed stake reports on 13 other companies: Customers Bancorp, Inc. (Oct 2026), Redwood Trust, Inc. (Sep 2026), Northpointe Bancshares, Inc. (Aug 2026)
- Wellington Management Group LLP also filed stake reports on 240 other companies: Hub Group, Inc. (Oct 2026), Latham Group, Inc. (Oct 2026), Redwood Trust, Inc. (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 4,097,274 | 0 | 4,097,274 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Group Holdings LLP | 0 | 4,097,274 | 0 | 4,097,274 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Investment Advisors Holdings LLP | 0 | 4,097,274 | 0 | 4,097,274 | SCHEDULE 13G/A, 2026-08-13 |
| Wellington Management Company LLP | 0 | 4,097,274 | 0 | 4,097,274 | SCHEDULE 13G/A, 2026-08-13 |
| BlackRock, Inc. | 2,297,820 | 0 | 2,374,814 | 0 | SCHEDULE 13G, 2026-10-27 |
| Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 | 1,816,000 | 0 | 1,816,000 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Max Alan Hale Trust Agreement U/A/D 6/1/1996 | 100 | 0 | 100 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 | 1,816,000 | 0 | 1,816,000 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Joyce V Hale GRAT FBO Karen H Young Family | 85,000 | 0 | 85,000 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| JVH Orion Trust for the Karen Hale Young Family U/A/D 7/8/2011 | 69,000 | 0 | 69,000 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Karen Hale Young Trust U/A/D 2/23/1996 | 100 | 0 | 100 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Bay Pond Investors (Bermuda) L.P. | 0 | 1,797,754 | 0 | 1,797,754 | SCHEDULE 13G/A, 2026-08-13 |
| Bay Pond Partners, L.P. | 0 | 1,783,121 | 0 | 1,783,121 | SCHEDULE 13G/A, 2026-08-13 |
| Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 | 1,616,000 | 0 | 1,616,000 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| JVH Orion Trust For the Dana Hale Nelson Family U/A/D 7/8/2011 | 69,000 | 0 | 69,000 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Dana Hale Nelson Trust Agreement U/A/D 12/8/1995 | 200 | 0 | 200 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Twin Meadow VHC Trust u/a/d 5/25/2011 | 1,025,450 | 0 | 1,025,450 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Mollie Hale Carter Trust Agreement dated 12/19/1995 | 514,290 | 0 | 514,290 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Wood Racket Trust FBO Mollie H. Carter U/A/D 7/31/2003 | 666,500 | 0 | 666,500 | 0 | SCHEDULE 13G/A, 2026-08-11 |
| Orion VHC Trust For the Mollie Hale Carter Family U/A/D 7/8/2011 | 353,400 | 0 | 353,400 | 0 | SCHEDULE 13G/A, 2026-08-11 |
The latest filing identifies Firstsun Capital Bancorp by CUSIP 33767U107 and gives its principal executive office as 1400 16th Street, Suite 250, Denver, CO 80202 (SCHEDULE 13G, 2026-10-27).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2026-01-07 | Wellington Management Group LLP | 10.3% | SCHEDULE 13G/A |
| 2026-04-07 | Bay Pond Partners, L.P. | 5.3% | SCHEDULE 13G |
| 2026-04-07 | Bay Pond Investors (Bermuda) L.P. | 5.4% | SCHEDULE 13G |
| 2026-05-12 | John J Hale Trust u/a/d 12-1-1996 | 3.36% | SCHEDULE 13G/A |
| 2026-05-15 | Bay Pond Partners, L.P. | 4.4% | SCHEDULE 13G/A |
| 2026-08-11 | Dana Hale Nelson Family Irrevocable Trust u/a/d 5-25-2011 | 3.66% | SCHEDULE 13G/A |
| 2026-08-11 | Max Alan Hale Family Irrevocable Trust u/a/d 6/1/2011 | 4.12% | SCHEDULE 13G/A |
| 2026-08-11 | Twin Meadow VHC Trust u/a/d 5/25/2011 | 2.32% | SCHEDULE 13G/A |
| 2026-08-11 | Karen Hale Young Family Irrevocable Trust u/a/d 5/25/2011 | 4.12% | SCHEDULE 13G/A |
| 2026-08-13 | Wellington Management Group LLP | 9.3% | SCHEDULE 13G/A |
| 2026-08-13 | Bay Pond Partners, L.P. | 4% | SCHEDULE 13G/A |
| 2026-08-13 | Bay Pond Investors (Bermuda) L.P. | 4.1% | SCHEDULE 13G/A |
| 2026-10-27 | BlackRock, Inc. | 5.4% | SCHEDULE 13G |
Questions about who owns Firstsun Capital Bancorp
Who owns Firstsun Capital Bancorp?
On this page, 2 holders' latest ownership filings report 5% or more of Firstsun Capital Bancorp: Wellington Management Group LLP (9.3%, Schedule 13G/A, filed 2026-08-13) and BlackRock, Inc. (5.4%, Schedule 13G, filed 2026-10-27).
Who are the largest shareholders of Firstsun Capital Bancorp?
By the share each holder's latest filing reports, the largest holders of Firstsun Capital Bancorp on this page are Wellington Management Group LLP (9.3%) and BlackRock, Inc. (5.4%).
When did Wellington Management Group LLP buy into Firstsun Capital Bancorp?
The filings give report dates, not purchase dates. The earliest filing from Wellington Management Group LLP on this page is the Schedule 13G/A, filed 2026-01-07, reporting 10.3%; its latest, Schedule 13G/A filed 2026-08-13, reports 9.3%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 13 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Firstsun Capital Bancorp
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| April 1, 2026 | Acquired First Foundation | $17.50M | Acquisition | Source |
| April 1, 2026 | Leadership change: Spencer T. Cohn appointed, Director, and 1 more | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.