STOCK TITAN

FirstSun Capital Bancorp (FSUN): Wellington entities disclose 9.29% ownership stake

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities report beneficial ownership of FirstSun Capital Bancorp common stock. As of 06/30/2026, Wellington Management Group LLP and its affiliated holding and investment advisory entities report beneficial ownership of 4,097,274 shares of FirstSun Capital Bancorp common stock, representing 9.29% of the class.

The Wellington entities report no sole voting or dispositive power, and shared voting and shared dispositive power over 4,097,274 shares, with the shares owned of record by clients of one or more Wellington investment advisers. Those clients have rights to dividends and sale proceeds, and no single client is known to hold more than five percent of the class. The filing describes a parent holding company structure in which Wellington Management Group LLP ultimately controls the listed holding and investment advisory subsidiaries.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 4,097,274 shares Common stock of FirstSun Capital Bancorp reported by Wellington entities as of 06/30/2026
Percent of class 9.29% Beneficial ownership percentage of FirstSun Capital Bancorp common stock
Shared voting power 4,097,274 shares Shares over which Wellington entities report shared voting power
Shared dispositive power 4,097,274 shares Shares over which Wellington entities report shared dispositive power
Sole voting power 0 shares Shares over which Wellington entities report sole voting power
Sole dispositive power 0 shares Shares over which Wellington entities report sole dispositive power
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 4,097,274.00 7 | Sole Dispositive Power 0.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 4,097,274.00 9 4,097,274.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"
beneficial ownership financial
"Ownership (a) | Amount beneficially owned: See the responses to Item 9"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

FAQ

What percentage of FirstSun Capital Bancorp (FSUN) does Wellington report owning?

Wellington entities report beneficial ownership of 9.29% of FirstSun Capital Bancorp’s common stock. This corresponds to 4,097,274 shares as stated in the Schedule 13G/A, reflecting their aggregate position across affiliated entities.

How many FirstSun Capital Bancorp (FSUN) shares are beneficially owned by Wellington?

Wellington entities report beneficial ownership of 4,097,274 shares of FirstSun Capital Bancorp common stock. This holding represents 9.29% of the outstanding common stock as of 06/30/2026, according to the Schedule 13G/A filing.

Does Wellington have sole or shared voting power over its FSUN shares?

Wellington reports 0 shares with sole voting power and 4,097,274 shares with shared voting power. The same 4,097,274 shares are also subject to shared dispositive power, with no sole dispositive power reported.

Who actually owns the FSUN shares reported by Wellington?

The FSUN shares are owned of record by clients of one or more Wellington investment advisers. These clients have rights to dividends and sale proceeds, while Wellington reports beneficial ownership and shared voting and dispositive power over the 4,097,274 shares.

Does any single Wellington client hold more than 5% of FSUN?

No. The filing states that no client is known to have the right to receive dividends or sale proceeds for more than five percent of this class of securities. The 9.29% stake is spread across multiple clients.

Which Wellington entities are listed as reporting persons for the FSUN stake?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. All are part of a parent holding and investment adviser structure described in the Schedule 13G/A.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





33767U107

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026