Wellington Management Group
FSUN

Wellington Management Group’s FirstSun Capital Bancorp FSUN Stock Holding History

Wellington Management Group’s Portfolio FSUN Stock Details FSUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$159M Buy
4,097,274
+1,216,889
+42% +$44.6M 0.03% 437
2026
Q1 		$105M Hold
2,880,385
– – 0.02% 543
2025
Q4 		$108M Buy
2,880,385
+189,493
+7% +$6.9M 0.02% 533
2025
Q3 		$104M Sell
2,690,892
-56,745
-2% -$2.14M 0.02% 543
2025
Q2 		$95.5M Hold
2,747,637
– – 0.02% 531
2025
Q1 		$99.3M Buy
2,747,637
+121,470
+5% +$4.84M 0.02% 505
2024
Q4 		$105M Buy
2,626,167
+207,774
+9% +$8.14M 0.02% 521
2024
Q3 		$103M Buy
+2,418,393
New +$99.8M 0.02% 524

Other funds holding FSUN

FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAS
Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group's FSUN Position: Q2 2026 in Review

Wellington Management Group increased its FirstSun Capital Bancorp (FSUN) stake by 42% in Q2 2026, buying an estimated $44.6M and bringing the position to 4,097,274 shares worth $159M. The position accounts for 0.03% of the portfolio, ranked #437.

Wellington Management Group first reported a position in FSUN in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold FSUN as of Q2 2026.

  • Wellington Management Group held 4,097,274 shares of FirstSun Capital Bancorp worth $159M as of Q2 2026.
  • Wellington Management Group bought 1,216,889 FirstSun Capital Bancorp shares in Q2 2026, an estimated $44.6M.
  • FirstSun Capital Bancorp made up 0.03% of Wellington Management Group's portfolio in Q2 2026, its #437 holding.
  • Wellington Management Group first reported a position in FirstSun Capital Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 166 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.