FirstSun Capital Bancorp has 12 Schedule 13D or 13G filings on record since 2026-01-07. 1 holder's 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 |
| 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 |
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 |
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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.