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FirstSun Capital Bancorp (FSUN) 10.3% stake filing update

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

FirstSun Capital Bancorp received an amended Schedule 13G/A from several Wellington Management entities reporting a significant ownership position in its common stock. The Wellington reporting group, including Wellington Management Group LLP and related affiliates, reports beneficial ownership of 2,880,385 shares of FirstSun common stock, representing 10.3% of the class as of the event date. All of these shares are reported with shared voting and shared dispositive power, and no shares are held with sole voting or dispositive authority.

The securities are owned of record by clients of the Wellington investment advisers, meaning the economic interest belongs to those clients rather than the advisers themselves. The filing notes that, among those clients, Bay Pond Partners, L.P. is an exception to the general statement that no client holds more than five percent of the class. Wellington certifies that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of FirstSun Capital Bancorp.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:01/08/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:01/08/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:01/08/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:01/08/2026

FAQ

How much of FirstSun Capital Bancorp (FSUN) does Wellington report owning?

Wellington Management entities report beneficial ownership of 2,880,385 shares of FirstSun Capital Bancorp common stock, representing 10.3% of the class.

Which Wellington entities are reporting ownership in FirstSun Capital Bancorp (FSUN)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, along with certain affiliated investment advisers listed in the ownership structure description.

Do Wellington entities have sole or shared voting power over FSUN shares?

The filing states that the Wellington entities have shared voting power over 2,880,385 shares and no sole voting power. They also report shared dispositive power over the same number of shares and no sole dispositive power.

Who ultimately owns the FirstSun (FSUN) shares reported by Wellington?

The securities are owned of record by clients of one or more Wellington investment advisers. Those clients have the right to receive dividends and proceeds from any sale of the shares.

Which Wellington client may hold more than 5% of FirstSun Capital Bancorp (FSUN)?

The filing notes that no client is known to have rights over more than five percent of the class, except Bay Pond Partners, L.P., which is specifically identified as an exception.

Is Wellington seeking to influence control of FirstSun Capital Bancorp (FSUN)?

No. Wellington certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of FirstSun Capital Bancorp.

What is the event date for Wellington’s reported FSUN ownership?

The Schedule 13G/A reports an event date of 12/31/2025 for the ownership information regarding FirstSun Capital Bancorp common stock.

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