13FBOX
FIRSTSUN CAP BANCORP · 13F Institutional Holdings
Options Calculator Rankings

FIRSTSUN CAP BANCORP

FSUN
Institutions
166
Combined AUM (Q2 2026)
$955.6M
Combined Shares (Q2 2026)
24.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+14.1M
140 · 59 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-883,525
45 · 24 Exit · ≈
⚖️ Net
+13.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$955.6M
Institutions
166
New Buys
59
Adds
81
Reduces
21
Exits
24
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WELLINGTON MANAGEMENT GROUP LLP
0.03%0.02%#32$158.9M4.1M$105.0M2.9M+1.2M+42.25%Add
Fortress Investment Group LLC
16.05%#2$85.2M2.2M$00+2.2MNew Buy
CANYON CAPITAL ADVISORS LLC
8.49%#3$74.9M1.9M$00+1.9MNew Buy
BlackRock, Inc.
<0.01%<0.01%#82$73.5M1.9M$32.3M887,232+1.0M+113.49%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#80$51.2M1.3M$22.4M615,062+704,099+114.48%Add
STRATEGIC VALUE BANK PARTNERS LLC
31.26%#1$44.6M1.2M$00+1.2MNew Buy
STATE STREET CORP
<0.01%<0.01%#81$36.8M949,489$19.3M529,957+419,532+79.16%Add
DIMENSIONAL FUND ADVISORS LP
0.01%<0.01%#49$28.7M739,703$14.5M398,362+341,341+85.69%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#74$26.3M676,961$11.1M309,967+366,994+118.40%Add
Stelac Advisory Services LLC
4.51%4.6%#5$24.2M623,704$22.7M623,70400.00%Unchanged
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#50$24.2M623,683$5.6M153,732+469,951+305.69%Add
MIRABELLA FINANCIAL SERVICES LLP
2.35%1.59%#8$24.2M623,236$16.7M459,401+163,835+35.66%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#69$20.4M525,768$7.8M215,130+310,638+144.40%Add
MALTESE CAPITAL MANAGEMENT LLC
2.87%0.44%#6$15.7M405,946$2.3M61,946+344,000+555.32%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.04%0.02%#29$14.5M373,937$6.1M167,518+206,419+123.22%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#75$13.6M351,690$5.5M150,992+200,698+132.92%Add
MENDON CAPITAL ADVISORS CORP
4.77%1.93%#4$13.5M347,747$5.0M136,325+211,422+155.09%Add
MONETA GROUP INVESTMENT ADVISORS LLC
0.1%#23$12.9M333,000$00+333,000New Buy
Curi Capital, LLC
0.19%0.08%#18$12.2M315,476$4.4M121,325+194,151+160.03%Add
FIRST FOUNDATION ADVISORS
0.4%#17$11.3M290,275$00+290,275New Buy
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#55$10.1M276,717$9.6M256,046+20,671+8.07%Add
BANC FUNDS CO LLC
1.52%1.14%#11$9.2M238,031$6.1M168,489+69,542+41.27%Add
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#54$9.2M236,526$6.2M169,281+67,245+39.72%Add
NORTHERN TRUST CORP
<0.01%<0.01%#85$8.9M229,279$4.0M109,882+119,397+108.66%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#76$8.6M220,578$3.4M92,756+127,822+137.80%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#112$8.1M209,893$3.5M96,831+113,062+116.76%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.13%0.13%#20$7.3M188,389$6.7M183,804+4,585+2.49%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#71$6.8M175,872$2.6M71,300+104,572+146.66%Add
SALZHAUER MICHAEL
1.55%2.42%#9$5.5M140,987$5.1M140,960+27+0.02%Add
Empowered Funds, LLC
0.03%0.03%#33$4.8M124,995$4.4M120,410+4,585+3.81%Add
FIRST TRUST ADVISORS LP
<0.01%<0.01%#57$4.7M121,277$2.8M76,716+44,561+58.09%Add
Verition Fund Management LLC
0.01%<0.01%#48$4.5M116,434$879,74324,129+92,305+382.55%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#121$4.0M103,115$3.6M99,637+3,478+3.49%Add
TWO SIGMA INVESTMENTS, LP
<0.01%0.01%#58$3.8M97,802$11.4M313,844-216,042-68.84%Reduce
Quantinno Capital Management LP
<0.01%<0.01%#52$3.8M97,410$1.0M27,893+69,517+249.23%Add
EJF Capital LP
2.51%#7$3.8M96,926$00+96,926New Buy
MORGAN STANLEY
<0.01%<0.01%#129$3.5M91,383$4.6M118,318-26,935-22.76%Reduce
Gator Capital Management, LLC
0.74%#14$3.5M91,186$00+91,186New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#109$3.5M90,508$5.9M160,712-70,204-43.68%Reduce
Access Investment Management LLC
0.87%0.52%#13$3.4M87,340$2.0M53,725+33,615+62.57%Add
ExodusPoint Capital Management, LP
0.02%#34$3.3M85,132$00+85,132New Buy
MARTINGALE ASSET MANAGEMENT L P
0.07%#25$3.1M81,142$00+81,142New Buy
Bank of New York Mellon Corp
<0.01%<0.01%#101$3.1M80,656$1.6M44,587+36,069+80.90%Add
Black Maple Capital Management LP
1.53%0.17%#10$2.7M69,544$304,0768,340+61,204+733.86%Add
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
0.12%#21$2.5M64,332$00+64,332New Buy
CALDWELL SUTTER CAPITAL, INC.
0.89%0.86%#12$2.4M60,912$2.1M58,322+2,590+4.44%Add
Nuveen, LLC
<0.01%<0.01%#97$2.3M58,496$705,64719,354+39,142+202.24%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#92$2.2M56,493$1.6M43,848+12,645+28.84%Add
Swiss National Bank
<0.01%<0.01%#83$2.1M53,100$1.9M51,100+2,000+3.91%Add
Invesco Ltd.
<0.01%<0.01%#135$2.0M51,745$1.8M48,977+2,768+5.65%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow