FSUN in the 13F filings

Firstsun Cap Bancorp · CUSIP 33767U107

Sector · Banks Theme · Commercial banks and thrifts Theme · Financial services· L3VLUP-defined

Quarter

Q2 2026 Q1 2025

Quarter end: 30 Jun 2026; the date the book describes
Filed: 2 Sep 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 21; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 0 listed it in both
Shares listed: 5,394,508; combined, among listed positions
Reported value: $209m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,227,649.

Managers listing FSUN in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

21 of 21 holders

				Action		Filing
Wellington Management Group LLP	4,097,274	$159m	under 0.1%	Added	+1,216,889	14 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	351,690	$14m	under 0.1%	Added	+200,698	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	276,717	$10m	under 0.1%	Added	+20,671	14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC	116,434	$4.5m	under 0.1%	Added	+92,305	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	97,802	$3.8m	under 0.1%	Trimmed	-216,042	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	90,508	$3.5m	under 0.1%	Trimmed	-70,204	2 Sep 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	85,132	$3.3m	under 0.1%	Added	+55,710	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	56,493	$2.2m	under 0.1%	Added	+12,645	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	51,745	$2.0m	under 0.1%	Added	+2,768	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	46,835	$1.8m	under 0.1%	Added	+34,677	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	23,387	$907k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	23,293	$903k	under 0.1%	Trimmed	-11,447	14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC	13,222	$513k	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	13,034	$506k	under 0.1%	Added	+5,486	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	9,926	$385k	under 0.1%	Trimmed	-4,485	14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	8,403	$326k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP	8,024	$311k	under 0.1%	Trimmed	-6,636	12 Aug 2026 (the filing on sec.gov)
Winton Group Ltd	7,700	$299k	under 0.1%	New	new	7 Aug 2026 (the filing on sec.gov)
GAMCO Investors Inc	6,197	$240k	under 0.1%	Trimmed	-9,059	12 Aug 2026 (the filing on sec.gov)
MFS Investment Management	6,165	$239k	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	4,527	$176k	under 0.1%	Added	+2,367	13 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Wellington Management Group LLPexisting position · 4,097,274 shares now+1,216,889
T. Rowe Price Associates Incexisting position · 351,690 shares now+200,698
Verition Fund Management LLCexisting position · 116,434 shares now+92,305
ExodusPoint Capital Management LPexisting position · 85,132 shares now+55,710
Susquehanna International Group LLPexisting position · 46,835 shares now+34,677

Reductions

Two Sigma Investments LPexisting position · 97,802 shares now-216,042
Citadel Advisors LLCexisting position · 90,508 shares now-70,204
Balyasny Asset Management LLCexisting position · 23,293 shares now-11,447
GAMCO Investors Incexisting position · 6,197 shares now-9,059
Quantbot Technologies LPexisting position · 8,024 shares now-6,636

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

D. E. Shaw & Co.$907k
Walleye Capital LLC$513k
Brevan Howard Capital Management LP$326k
Winton Group Ltd$299k
MFS Investment Management$239k

Exited (4)

Millennium Management LLCwas $2.6m
Man Group PLCwas $1.6m
Marshall Wace LLPwas $1.3m
Schonfeld Strategic Advisors LLCwas $224k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

1 in Q1 2025 to 1 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

FSUN and BAC →FSUN and JPM →FSUN and WFC →Choose a stock to compare with FSUN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own FSUN, latest filings →Back to the 13F Explorer →

Provided for information purposes only, not financial advice. The holdings shown here and anything drawn from them are illustrative, produced from assumptions you control, and must not be relied on for any investment, financial or business decision. Read the full notice

Not advice, and not a recommendation. Everything L3VLUP publishes is provided for information purposes only. Nothing here is financial, investment, legal, tax or accounting advice, a personal recommendation, or an offer or solicitation to buy or sell any security or financial instrument. It takes no account of anyone’s objectives, financial situation or needs.

Not a regulated adviser. L3VLUP does not provide regulated financial services. Speak to a suitably qualified and regulated professional before acting on anything you read here.

Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from. Check it there before relying on it. Past performance is not a guide to future performance.

Company names and logos. Names, tickers and logos are the trademarks of their owners and appear only to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, none of them took part in preparing the exercise, and nothing here is a statement by or about any of them. See third-party names and marks.

No warranty, and limited liability. This page is provided “as is” without warranty of any kind. To the fullest extent permitted by law, L3VLUP accepts no liability for any loss or damage arising from use of, or reliance on, anything on it. Nothing in this notice limits any liability that cannot lawfully be limited.

Full terms: Information Purposes and No Advice · Terms