Primis Financial Corp.
FRST- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001325670
In the last 90 days, Primis Financial Corp. insiders filed 5 open-market purchases and 0 sales; 145 institutions reported holding it in 13F filings for Q2 2026, worth $356.3M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Primis Financial Corp. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 107
- +3 vs. Q1 2023
- Shares held
- 17.4M
- +198.1K (+1.2%) vs. Q1 2023
- Total value
- $146.6M
- −$19.1M (−11.5%) vs. Q1 2023
- New holders
- 12
- 28 more added
- Sold out
- 9
- 37 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FRST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 145 | $356.3M |
| Q1 2026 | 135 | $267.1M |
| Q4 2025 | 122 | $276.1M |
| Q3 2025 | 123 | $205.8M |
| Q2 2025 | 120 | $212.0M |
| Q1 2025 | 122 | $188.1M |
| Q4 2024 | 119 | $223.7M |
| Q3 2024 | 123 | $230.3M |
| Q2 2024 | 126 | $197.4M |
| Q1 2024 | 119 | $227.0M |
| Q4 2023 | 115 | $233.9M |
| Q3 2023 | 105 | $142.1M |
| Q2 2023 | 107 | $146.6M |
| Q1 2023 | 104 | $165.8M |
| Q4 2022 | 106 | $206.6M |
| Q3 2022 | 107 | $212.7M |
| Q2 2022 | 102 | $233.5M |
| Q1 2022 | 103 | $234.5M |
| Q4 2021 | 101 | $251.7M |
| Q3 2021 | 100 | $234.3M |
| Q2 2021 | 104 | $246.9M |
| Q1 2021 | 93 | $220.8M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Primis Financial Corp.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 15 | $126 | 0.00% | −5,414−99.7% | Reduced |
| Raffa Wealth Management, LLC | 63 | $530 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 76 | $640 | 0.00% | +76 | New |
| Glassman Wealth Services | 85 | $716 | 0.00% | +85 | New |
| Covestor Ltd | 136 | $1.00K | 0.00% | −180−57.0% | Reduced |
| Gradient Investments LLC | 137 | $1.15K | 0.00% | +137 | New |
| IFP Advisors, Inc | 100 | $1.45K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 192 | $1.62K | 0.00% | +2+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 450 | $3.79K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 466 | $4.00K | 0.00% | +466 | New |
| Spire Wealth Management | 630 | $5.30K | 0.00% | +630 | New |
| Toth Financial Advisory Corp | 678 | $5.71K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 701 | $5.90K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,165 | $9.81K | 0.00% | +1,165 | New |
| Earnest Partners LLC | 1,209 | $10.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,217 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,250 | $10.5K | 0.00% | −1,041−45.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,573 | $13.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,893 | $15.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,175 | $18.0K | 0.00% | −210−8.8% | Reduced |
| US Bancorp | 2,146 | $18.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,171 | $18.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,802 | $23.6K | 0.00% | +718+34.5% | Added |
| Barclays PLC | 5,675 | $47.8K | 0.00% | −5,400−48.8% | Reduced |
| California State Teachers Retirement System | 6,742 | $56.8K | 0.00% | −1,496−18.2% | Reduced |
| Public Employees Retirement System of Ohio | 8,743 | $74.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,121 | $76.8K | 0.00% | +4,786+110.4% | Added |
| American International Group, Inc. | 9,756 | $82.1K | 0.00% | −938−8.8% | Reduced |
| New York State Common Retirement Fund | 9,946 | $83.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,000 | $84.2K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,197 | $86.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 10,440 | $87.9K | 0.00% | −3,250−23.7% | Reduced |
| Connors Investor Services Inc | 10,400 | $88.0K | 0.01% | −600−5.5% | Reduced |
| Gamco Investors, Inc. Et Al | 11,000 | $92.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,147 | $94.0K | 0.00% | −4,929−30.7% | Reduced |
| UBS Group AG | 11,383 | $95.8K | 0.00% | +4,160+57.6% | Added |
| Voya Investment Management LLC | 11,608 | $97.7K | 0.00% | +605+5.5% | Added |
| Manufacturers Life Insurance Company, The | 11,816 | $99.5K | 0.00% | +691+6.2% | Added |
| MetLife Investment Management | 12,245 | $103.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,677 | $106.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,395 | $112.8K | 0.00% | +2,563+23.7% | Added |
| SEI Investments Co | 16,013 | $134.8K | 0.00% | +16,013 | New |
| Boston Family Office LLC | 17,942 | $152.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,333 | $154.4K | 0.00% | +4,402+31.6% | Added |
| Bank of America Corp | 21,425 | $180.4K | 0.00% | −5,947−21.7% | Reduced |
| Royal Bank of Canada | 21,515 | $181.0K | 0.00% | +1,163+5.7% | Added |
| Citigroup Inc | 21,508 | $181.1K | 0.00% | +14,621+212.3% | Added |
| RBF Capital, LLC | 23,763 | $200.1K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 24,544 | $206.7K | 0.00% | +14,188+137.0% | Added |
| Arcus Capital Partners, LLC | 25,639 | $215.9K | 0.06% | +1,600+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 26,173 | $220.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 28,960 | $244.0K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 31,422 | $264.6K | 0.19% | −12,164−27.9% | Reduced |
| Teton Advisors, Inc. | 32,000 | $269.4K | 0.08% | 00.0% | Unchanged |
| Fourthstone LLC | 33,190 | $279.5K | 0.07% | +33,190 | New |
| Empowered Funds, LLC | 37,406 | $315.0K | 0.01% | +37,406 | New |
| EA Series Trust | 37,406 | $315.0K | 0.01% | +37,406 | New |
| Rhumbline Advisers | 37,874 | $318.9K | 0.00% | −284−0.7% | Reduced |
| Two Sigma Investments, LP | 42,444 | $357.4K | 0.00% | −5,767−12.0% | Reduced |
| Goldman Sachs Group Inc | 42,714 | $359.7K | 0.00% | −13,752−24.4% | Reduced |
| Trexquant Investment LP | 45,185 | $380.5K | 0.01% | +19,170+73.7% | Added |
| JPMorgan Chase & Co | 52,607 | $442.9K | 0.00% | −10,122−16.1% | Reduced |
| Ameriprise Financial Inc | 55,335 | $465.9K | 0.00% | −1,557−2.7% | Reduced |
| Charles Schwab Investment Management Inc | 56,616 | $476.7K | 0.00% | −5,178−8.4% | Reduced |
| Two Sigma Advisers, LP | 59,418 | $500.3K | 0.00% | +2,900+5.1% | Added |
| STRS Ohio | 62,600 | $527.0K | 0.00% | +9,800+18.6% | Added |
| Millennium Management LLC | 65,672 | $553.0K | 0.00% | +65,672 | New |
| Gsa Capital Partners LLP | 67,738 | $570.0K | 0.06% | +57,345+551.8% | Added |
| Emerald Mutual Fund Advisers Trust | 68,143 | $573.8K | 0.03% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 68,961 | $580.7K | 0.26% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 69,245 | $583.0K | 0.00% | +15,730+29.4% | Added |
| Nuveen Asset Management, LLC | 71,163 | $599.2K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 81,700 | $687.9K | 0.00% | +40,500+98.3% | Added |
| Victory Capital Management Inc | 83,800 | $705.6K | 0.00% | −1,400−1.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 86,078 | $724.8K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 103,460 | $871.1K | 0.00% | −4,423−4.1% | Reduced |
| Outfitter Financial LLC | 106,945 | $900.5K | 0.81% | +18,810+21.3% | Added |
| Petiole USA ltd | 108,801 | $916.1K | 0.90% | 00.0% | Unchanged |
| LSV Asset Management | 122,422 | $1.03M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 131,864 | $1.11M | 0.03% | −17,569−11.8% | Reduced |
| Atlantic Union Bankshares Corp | 163,500 | $1.38M | 0.14% | −131,973−44.7% | Reduced |
| Northern Trust Corp | 164,701 | $1.39M | 0.00% | −12,140−6.9% | Reduced |
| Bank of New York Mellon Corp | 166,604 | $1.40M | 0.00% | −2,944−1.7% | Reduced |
| Morgan Stanley | 181,844 | $1.53M | 0.00% | +1,553+0.9% | Added |
| Boston Partners | 192,950 | $1.62M | 0.00% | −11,152−5.5% | Reduced |
| First Manhattan Co | 214,781 | $1.81M | 0.01% | −1,320−0.6% | Reduced |
| EJF Capital LLC | 215,036 | $1.81M | 0.83% | −115,629−35.0% | Reduced |
| Renaissance Technologies LLC | 254,470 | $2.14M | 0.00% | +1,457+0.6% | Added |
| BHZ Capital Management, LP | 270,104 | $2.27M | 1.92% | −65,003−19.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 282,813 | $2.38M | 0.01% | +69,410+32.5% | Added |
| Foundry Partners, LLC | 356,620 | $3.00M | 0.18% | −6,590−1.8% | Reduced |
| State Street Corp | 376,066 | $3.17M | 0.00% | −23,900−6.0% | Reduced |
| Franklin Resources Inc | 393,512 | $3.31M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 396,911 | $3.34M | 0.00% | +7,039+1.8% | Added |
| Corbyn Investment Management Inc | 430,077 | $3.62M | 1.76% | −17,834−4.0% | Reduced |
| Kennedy Capital Management, Inc. | 488,957 | $4.12M | 0.10% | +66,195+15.7% | Added |
| Maltese Capital Management LLC | 490,000 | $4.13M | 1.43% | −36,500−6.9% | Reduced |
| PL Capital Advisors, LLC | 510,241 | $4.30M | 1.72% | −31,018−5.7% | Reduced |
| Alliancebernstein L.P. | 581,323 | $4.89M | 0.00% | +119,802+26.0% | Added |
| RMB Capital Management, LLC | 600,000 | $5.05M | 0.17% | +88,222+17.2% | Added |