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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAS
Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group's FSUN Position: Q1 2026 in Review

Wellington Management Group held its FirstSun Capital Bancorp (FSUN) position steady in Q1 2026 at 2,880,385 shares worth $105M. The position accounts for 0.02% of the portfolio, ranked #543.

Wellington Management Group first reported a position in FSUN in Q3 2024 and has held it in 7 quarters since. The position peaked at $108M in Q4 2025. 132 funds tracked by Wall St. Rank hold FSUN as of Q1 2026.

  • Wellington Management Group held 2,880,385 shares of FirstSun Capital Bancorp worth $105M as of Q1 2026.
  • Wellington Management Group left its FirstSun Capital Bancorp share count unchanged in Q1 2026.
  • FirstSun Capital Bancorp made up 0.02% of Wellington Management Group's portfolio in Q1 2026, its #543 holding.
  • Wellington Management Group first reported a position in FirstSun Capital Bancorp in Q3 2024 and has held it in 7 quarters since.
  • Wellington Management Group's FirstSun Capital Bancorp position peaked at $108M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held FirstSun Capital Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.