FSUNNasdaqNational Commercial BanksFiscal year ends December 31
FIRSTSUN CAPITAL BANCORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$37.54−0.41 (-1.08%)
Close on Oct 19, 2026
- Market cap
- $1.75B
- P/E (TTM)
- 19.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
52.9%
25M of 47M shares
Institutional holders
166
58 new, 21 sold out
Net institutional buying
13M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $52.92K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Investment Advisors Holdings LLP | 4,097,274 | 9.30% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Company LLP | 2,880,385 | 10.30% | 13G (passive) amendment | Dec 31, 2025 |
| Mark F. Vassallo | 1,480,852 | 5.30% | 13G (passive) amendment | Dec 31, 2024 |
| Avenir Offshore, LLC | 1,443,066 | 5.20% | 13G (passive) | Jul 11, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FSUN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 4,097,274 | 8.80% | $158.89M | +1,216,889 | 0.03% |
| Fortress Investment Group LLC | 2,196,449 | 4.72% | $85.18M | New | 16.05% |
| Canyon Capital Advisors LLC | 1,931,052 | 4.15% | $74.89M | New | 8.49% |
| BlackRock, Inc. | 1,894,135 | 4.07% | $73.45M | +1,006,903 | 0.00% |
| Vanguard Capital Management LLC | 1,319,161 | 2.83% | $51.16M | +704,099 | 0.00% |
| Strategic Value Bank Partners LLC | 1,151,160 | 2.47% | $44.64M | New | 31.26% |
| State Street Corp | 949,489 | 2.04% | $36.82M | +419,532 | 0.00% |
| Dimensional Fund Advisors LP | 739,703 | 1.59% | $28.69M | +341,341 | 0.01% |
| Geode Capital Management, LLC | 676,961 | 1.45% | $26.26M | +366,994 | 0.00% |
| Stelac Advisory Services LLC | 623,704 | 1.34% | $24.19M | – | 4.51% |
| Ameriprise Financial Inc | 623,683 | 1.34% | $24.19M | +469,951 | 0.00% |
| Mirabella Financial Services Llp | 623,236 | 1.34% | $24.17M | +163,835 | 2.31% |
| Goldman Sachs Group Inc | 525,768 | 1.13% | $20.39M | +310,638 | 0.00% |
| Maltese Capital Management LLC | 405,946 | 0.87% | $15.74M | +344,000 | 2.87% |
| Hotchkis & Wiley Capital Management LLC | 373,937 | 0.80% | $14.50M | +206,419 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 351,690 | 0.75% | $13.64K | +200,698 | 0.00% |
| Mendon Capital Advisors Corp | 347,747 | 0.75% | $13.49M | +211,422 | 4.77% |
| Moneta Group Investment Advisors LLC | 333,000 | 0.71% | $12.91M | New | 0.10% |
| RMB Capital Management, LLC | 315,476 | 0.68% | $12.23M | +194,151 | 0.19% |
| First Foundation Advisors | 290,275 | 0.62% | $11.26M | New | 0.40% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 166 | 25M | 52.9% | 58 / 82 | 21 / 21 | 14M | 1M |
| Q1 2026 | 132 | 11M | 24.5% | 41 / 47 | 28 / 5 | 3M | 0M |
| Q4 2025 | 97 | 9M | 20.4% | 17 / 24 | 43 / 12 | 1M | 1M |
| Q3 2025 | 92 | 9M | 19.9% | 24 / 40 | 18 / 15 | 2M | 1M |
| Q2 2025 | 83 | 9M | 19.5% | 35 / 28 | 13 / 15 | 2M | 1M |
| Q1 2025 | 63 | 8M | 17.4% | 23 / 27 | 9 / 3 | 2M | 0M |
| Q4 2024 | 43 | 7M | 14.2% | 20 / 15 | 1 / 4 | 2M | 0M |
| Q3 2024 | 27 | 5M | 11.5% | 25 / 0 | 1 / 0 | 5M | 0M |
| Q2 2024 | 2 | 0M | 0.5% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q1 2024 | 2 | 0M | 0.5% | 1 / 0 | 1 / 0 | 0M | 0M |
| Q4 2023 | 1 | 0M | 0.5% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q3 2023 | 1 | 0M | 0.5% | 0 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FSUN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 988,049 | 2.12% | $38.32M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 657,594 | 1.41% | $25.50M | 0.03% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 411,046 | 0.88% | $15.90M | 0.64% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 315,671 | 0.68% | $12.24M | 0.26% | Jun 30, 2026 |
| RMB Mendon Financial Services Fund | 315,000 | 0.68% | $12.22M | 4.73% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 300,679 | 0.65% | $11.66M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 271,069 | 0.58% | $10.48M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 241,549 | 0.52% | $9.37M | 0.06% | Jun 30, 2026 |
| T. Rowe Price Financial Services Fund, Inc. | 177,300 | 0.38% | $6.88M | 0.37% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 159,012 | 0.34% | $5.64M | 0.02% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 127,531 | 0.27% | $4.93M | 0.03% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 124,995 | 0.27% | $4.85M | 0.20% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 121,580 | 0.26% | $4.31M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 120,765 | 0.26% | $4.67M | 0.02% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 117,254 | 0.25% | $4.16M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mollie H. Carter | Executive Chair, Director | 1,025,450 | 2.20% | Aug 10, 2026 |
| Neal E. Arnold | CEO & President, Director | 573,012 | 1.23% | Apr 2, 2026 |
| Jennifer Norris | Chief Credit Officer | 16,461 | 0.04% | Apr 2, 2026 |
| Robert A. Cafera | Chief Financial Officer | 144,826 | 0.31% | Apr 2, 2026 |
| Laura J. Frazier | Chief Administrative Officer | 18,397 | 0.04% | Apr 2, 2026 |
| Beverly O. Elving | Director | 17,291 | 0.04% | Aug 14, 2026 |
| David W. Levy | Director | 9,208 | 0.02% | Jun 10, 2026 |
| John Fleshood | Director | 5,902 | 0.01% | Jun 10, 2026 |
| Peter E. Murphy | Director | 3,649 | 0.01% | Jun 10, 2026 |
| C. Allen Parker | Director | 4,239 | 0.01% | Jun 10, 2026 |
| Spencer Cohn | Director | 3,599 | 0.01% | Jun 10, 2026 |
| Benjamin Mackovak | Director | 1,155,399 | 2.48% | Jun 10, 2026 |
| Sam Edelson | Director | 4,239 | 0.01% | Jun 10, 2026 |
| Henchy R. Enden | Director | 30 | 0.00% | Apr 2, 2026 |
| Kevin T. Hammond | Director | 30 | 0.00% | Apr 2, 2026 |
| Thomas C. Shafer | Director | 87,520 | 0.19% | Apr 2, 2026 |
| Paul A. Larkins | Director | 3,395 | 0.01% | Jun 11, 2025 |
| Diane Merdian | Director | 25,716 | 0.06% | Jun 2, 2025 |
| Isabella C. M. Cunningham | Director | 14,781 | 0.03% | May 12, 2025 |
| JLL/FCH Holdings I, LLC | 10% owner | 3,529,142 | 7.58% | Oct 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Beverly O. Elving Director | Aug 13, 2026 | Option exercise | +7,553 | $19.72 | $148.95K | 13,439 |
| Beverly O. Elving Director | Aug 13, 2026 | Tax withholding | −4,505 | $40.88 | $184.16K | 8,934 |
| Beverly O. Elving Director | Jun 8, 2026 | Award | +2,099 | – | – | 3,852 |
| David W. Levy Director | Jun 8, 2026 | Award | +2,099 | – | – | 9,208 |
| John Fleshood Director | Jun 8, 2026 | Award | +2,099 | – | – | 5,902 |
| C. Allen Parker Director | Jun 8, 2026 | Award | +2,099 | – | – | 4,239 |
| Peter E. Murphy Director | Jun 8, 2026 | Award | +2,099 | – | – | 2,149 |
| Sam Edelson Director | Jun 8, 2026 | Award | +2,099 | – | – | 4,239 |
| Benjamin Mackovak Director | Jun 8, 2026 | Award | +2,099 | – | – | 4,239 |
| Spencer Cohn Director | Jun 8, 2026 | Award | +2,099 | – | – | 2,099 |
| Mollie H. Carter Executive Chair, Director | May 20, 2026 | Gift | −5,165 | – | – | 0 |
| Mollie H. Carter Executive Chair, Director | Apr 1, 2026 | Tax withholding | −1,691 | $36.71 | $62.08K | 5,165 |
| Robert A. Cafera Chief Financial Officer | Apr 1, 2026 | Award | +9,600 | – | – | 144,826 |
| Robert A. Cafera Chief Financial Officer | Apr 1, 2026 | Award | +6,333 | – | – | 151,159 |
| Robert A. Cafera Chief Financial Officer | Apr 1, 2026 | Tax withholding | −2,537 | $36.46 | $92.50K | 148,622 |
| C. Allen Parker Director | Apr 1, 2026 | Award | +2,140 | – | – | 2,140 |
| Sam Edelson Director | Apr 1, 2026 | Award | +2,140 | – | – | 2,140 |
| Henchy R. Enden Director | Apr 1, 2026 | Award | +30 | – | – | 30 |
| Kevin T. Hammond Director | Apr 1, 2026 | Award | +30 | – | – | 30 |
| Neal E. Arnold CEO & President, Director | Apr 1, 2026 | Award | +36,950 | – | – | 340,664 |
| Neal E. Arnold CEO & President, Director | Apr 1, 2026 | Tax withholding | −10,914 | $36.46 | $397.92K | 329,750 |
| Neal E. Arnold CEO & President, Director | Apr 1, 2026 | Award | +30,170 | – | – | 303,714 |
| Thomas C. Shafer Director | Apr 1, 2026 | Award | +80,415 | – | – | 80,415 |
| Laura J. Frazier Chief Administrative Officer | Apr 1, 2026 | Award | +4,751 | – | – | 18,397 |
| Laura J. Frazier Chief Administrative Officer | Apr 1, 2026 | Tax withholding | −1,883 | $36.46 | $68.65K | 16,514 |
| Laura J. Frazier Chief Administrative Officer | Apr 1, 2026 | Award | +5,485 | – | – | 13,646 |
| Mollie H. Carter Executive Chair, Director | Apr 1, 2026 | Tax withholding | −1,691 | $36.46 | $61.65K | 5,165 |
| Jennifer Norris Chief Credit Officer | Apr 1, 2026 | Award | +3,958 | – | – | 16,461 |
| Jennifer Norris Chief Credit Officer | Apr 1, 2026 | Tax withholding | −1,368 | $36.46 | $49.88K | 15,093 |
| Jennifer Norris Chief Credit Officer | Apr 1, 2026 | Award | +5,485 | – | – | 12,503 |
| Benjamin Mackovak Director | Apr 1, 2026 | Award | +2,140 | – | – | 2,140 |
| Benjamin Mackovak Director | Apr 1, 2026 | Award | +1,151,160 | – | – | 1,151,160 |
| Mollie H. Carter Executive Chair, Director | Mar 31, 2026 | Award | +6,856 | – | – | 6,856 |
| Peter E. Murphy Director | Mar 16, 2026 | Buy | +1,500 | $35.28 | $52.92K | 1,500 |
| Peter E. Murphy Director | Jan 23, 2026 | Award | +50 | – | – | 50 |
| JLL/FCH Holdings I, LLC 10% owner | Oct 3, 2025 | Option exercise | +2,088 | $26.81 | $55.98K | 3,529,142 |
| JLL/FCH Holdings I, LLC 10% owner | Oct 3, 2025 | Option exercise | +2,088 | $24.90 | $51.99K | 3,531,230 |
| JLL/FCH Holdings I, LLC 10% owner | Oct 3, 2025 | Tax withholding | −26,328 | $38.86 | $1.02M | 3,504,902 |
| JLL/FCH Holdings I, LLC 10% owner | Oct 3, 2025 | Option exercise | +35,245 | $21.55 | $759.53K | 3,520,790 |
| JLL/FCH Holdings I, LLC 10% owner | Oct 3, 2025 | Option exercise | +2,088 | $21.55 | $45.00K | 3,522,878 |
| JLL/FCH Holdings I, LLC 10% owner | Oct 3, 2025 | Option exercise | +2,088 | $25.62 | $53.49K | 3,527,054 |
| JLL/FCH Holdings I, LLC 10% owner | Oct 3, 2025 | Option exercise | +2,088 | $27.29 | $56.98K | 3,524,966 |
| Paul A. Larkins Director | Jun 9, 2025 | Returned to company | −1,169 | – | – | 3,395 |
| Diane Merdian Director | May 30, 2025 | Gift | −1,677 | – | – | 1,753 |
| Diane Merdian Director | May 29, 2025 | Tax withholding | −5,776 | $36.05 | $208.22K | 3,904 |
| Diane Merdian Director | May 29, 2025 | Gift | −474 | – | – | 3,430 |
| Diane Merdian Director | May 29, 2025 | Option exercise | +6,250 | $32.54 | $203.38K | 9,680 |
| Isabella C. M. Cunningham Director | May 8, 2025 | Award | +1,753 | – | – | 14,781 |
| Paul A. Larkins Director | May 8, 2025 | Award | +1,169 | – | – | 4,564 |
| JLL/FCH Holdings I, LLC 10% owner | May 8, 2025 | Award | +1,169 | – | – | 3,485,545 |
| Diane Merdian Director | May 8, 2025 | Award | +1,753 | – | – | 3,430 |
| Beverly O. Elving Director | May 8, 2025 | Award | +1,753 | – | – | 3,430 |
| Beverly O. Elving Director | May 8, 2025 | Gift | −1,677 | – | – | 1,753 |
| David W. Levy Director | May 8, 2025 | Award | +1,753 | – | – | 7,109 |
| John Fleshood Director | May 8, 2025 | Award | +1,753 | – | – | 3,803 |
| John Fleshood Director | May 7, 2025 | Buy | +1,000 | $35.50 | $35.50K | 2,050 |
| John Fleshood Director | May 7, 2025 | Buy | +1,000 | $35.25 | $35.25K | 1,050 |
| Neal E. Arnold CEO & President, Director | Apr 30, 2025 | Award | +24,872 | – | – | 280,844 |
| Neal E. Arnold CEO & President, Director | Apr 30, 2025 | Tax withholding | −7,300 | $34.99 | $255.43K | 273,544 |
| Robert A. Cafera Chief Financial Officer | Apr 30, 2025 | Tax withholding | −1,252 | $34.99 | $43.81K | 135,226 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.