BlackRock's new 5.4% passive stake adds a major institutional holder to the register. Monitor future 13G amendments for accumulation or reduction, and watch for any 13D conversion if BlackRock's intent changes. The filing aligns with strong Q3 earnings and improved credit quality, suggesting passive conviction in the bank's post-acquisition trajectory.
Price Chart
Executive Summary
BlackRock disclosed a 5.4% passive stake in FirstSun Capital Bancorp as of September 30, 2026, holding 2,374,814 common shares. This is a new SC 13G filing by BlackRock, which was not a prior filer in the cross-filing context (prior filers were Bay Pond Partners and John J Hale Trust). The filing certifies passive intent and follows the company's strong Q3 2026 earnings report released the prior day.
Key Financial Metrics
Key Facts
- BlackRock disclosed beneficial ownership of 2,374,814 shares of FirstSun Capital Bancorp common stock, representing 5.4% of shares outstanding.
- The filing is a new SC 13G (not an amendment) filed under Rule 13d-1(b), certifying passive intent with no control influence.
- BlackRock's filing date is October 27, 2026, with ownership as of September 30, 2026.
- The filing follows FirstSun's Q3 2026 earnings release on October 26, 2026, which showed GAAP net income of $38.4M ($0.82/diluted share), up from $23.2M in Q3 2025.
- BlackRock's listed subsidiaries with 5%+ ownership include BlackRock Advisors, LLC, BlackRock Fund Advisors, and others.
Financial Impact
BlackRock holds 5.4% of FirstSun Capital Bancorp, valued at approximately $102.6M based on the $1.9B market cap snapshot.
Risk Factors
- Passive filing certifies no control intent; any future activist conversion would be a material event.
- BlackRock's stake is relatively small at 5.4%, limiting influence.
- The filing date is after the earnings release, so the stake may have been built prior to the strong Q3 results.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002012383-26-003783 |
| Document: Item_7.txt | 0002012383-26-003783 |
| Document: 0002012383-26-003783-index-headers.html | 0002012383-26-003783 |
| Document: 0002012383-26-003783-index.html | 0002012383-26-003783 |
| Document: 0002012383-26-003783.txt | 0002012383-26-003783 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 4d ago | SC 13G | $39.08 | awaiting T+5 | awaiting T+5 | $39.17 (+0.23%) |
Oct 26, 2026 5d ago | 8-K | $40.09 | awaiting T+5 | awaiting T+5 | $39.17 (−2.29%) |
Aug 15, 2026 11w ago | Institutional Cluster | $40.98 $40.56 | ▼ −1.02% | ▲ +0.17% | $39.17 (−4.42%) |
Jun 25, 2026 18w ago | 8-K | $37.62 $39.85 | ▲ +5.94% | ▲ +4.38% | $39.17 (+4.13%) |
Jun 5, 2026 21w ago | 8-K | $35.72 $36.28 | ▲ +1.57% | ▼ −0.54% | $39.17 (+9.66%) |
Apr 27, 2026 26w ago | 8-K | $37.31 $35.84 | ▲ +3.94% | ▲ +5.63% | $39.17 (−4.99%) |
Apr 21, 2026 27w ago | DEFA14A | $38.11 $37.31 | ▼ −2.10% | ▼ −3.18% | $39.17 (+2.78%) |
Feb 25, 2026 35w ago | 8-K | $38.58 $37.17 | ▼ −3.65% | ▼ −2.53% | $39.17 (+1.53%) |
US Market Status
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