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, Q3 2024
Institutional positions in Primis Financial Corp. as of Sep 30, 2024. 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
- 123
- −2 vs. Q2 2024
- Shares held
- 18.9M
- +2.98M (+18.7%) vs. Q2 2024
- Total value
- $230.3M
- +$53.4M (+30.2%) vs. Q2 2024
- New holders
- 10
- 48 more added
- Sold out
- 12
- 34 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Primis Financial Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | +3+60.0% | Added |
| True Wealth Design, LLC | 2 | $25 | 0.00% | +2 | New |
| Nisa Investment Advisors, LLC | 9 | $110 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $183 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28 | $341 | 0.00% | −7−20.0% | Reduced |
| Jones Financial Companies LLLP | 54 | $658 | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 63 | $767 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 64 | $780 | 0.00% | +64 | New |
| EverSource Wealth Advisors, LLC | 65 | $792 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 65 | $792 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 67 | $816 | 0.00% | +67 | New |
| Capital Performance Advisors LLP | 131 | $1.60K | 0.00% | +131 | New |
| Smartleaf Asset Management LLC | 154 | $1.86K | 0.00% | +124+413.3% | Added |
| GAMMA Investing LLC | 165 | $2.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 201 | $2.45K | 0.00% | +1+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 222 | $2.70K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 562 | $6.84K | 0.00% | −3,948−87.5% | Reduced |
| Toth Financial Advisory Corp | 678 | $8.26K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 840 | $10.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 874 | $10.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,466 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,573 | $19.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,710 | $20.8K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,714 | $21.0K | 0.00% | +1,558+998.7% | Added |
| Main Street Group, LTD | 1,728 | $21.0K | 0.01% | +13+0.8% | Added |
| US Bancorp | 1,766 | $21.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,131 | $26.0K | 0.00% | −7,800−78.5% | Reduced |
| FMR LLC | 2,186 | $26.6K | 0.00% | +43+2.0% | Added |
| CWM, LLC | 3,328 | $41.0K | 0.00% | +1,590+91.5% | Added |
| Public Employees Retirement System of Ohio | 7,903 | $96.3K | 0.00% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 10,000 | $121.8K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,000 | $121.8K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,054 | $122.5K | 0.00% | +399+4.1% | Added |
| HighTower Advisors, LLC | 10,197 | $125.0K | 0.00% | −484−4.5% | Reduced |
| Corebridge Financial, Inc. | 10,818 | $131.8K | 0.00% | −66−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,931 | $133.1K | 0.00% | +1,169+12.0% | Added |
| Gamco Investors, Inc. Et Al | 11,000 | $134.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,282 | $137.4K | 0.00% | +11,282 | New |
| Stifel Financial Corp | 12,677 | $154.4K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 13,233 | $161.2K | 0.00% | +5,471+70.5% | Added |
| Corton Capital Inc. | 13,261 | $161.5K | 0.08% | −1,721−11.5% | Reduced |
| MetLife Investment Management | 13,462 | $164.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,780 | $167.8K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 14,149 | $172.3K | 0.00% | −210−1.5% | Reduced |
| Boston Family Office LLC | 14,215 | $173.0K | 0.01% | −500−3.4% | Reduced |
| First Trust Advisors LP | 14,932 | $181.9K | 0.00% | +14,932 | New |
| Teton Advisors, Inc. | 15,000 | $182.7K | 0.08% | 00.0% | Unchanged |
| SEI Investments Co | 17,053 | $207.7K | 0.00% | −3,210−15.8% | Reduced |
| Jane Street Group, LLC | 17,127 | $208.6K | 0.00% | −5,337−23.8% | Reduced |
| AQR Capital Management LLC | 18,583 | $226.3K | 0.00% | −514−2.7% | Reduced |
| Bank of America Corp | 18,689 | $227.6K | 0.00% | +817+4.6% | Added |
| Cornercap Investment Counsel Inc | 18,725 | $228.1K | 0.07% | −19,492−51.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,173 | $234.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 21,000 | $255.8K | 0.00% | +3,401+19.3% | Added |
| De Lisle Partners LLP | 21,016 | $256.0K | 0.04% | +10,986+109.5% | Added |
| Royal Bank of Canada | 21,172 | $258.0K | 0.00% | −131−0.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,157 | $282.1K | 0.02% | +2,103+10.0% | Added |
| RBF Capital, LLC | 23,763 | $289.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25,334 | $308.6K | 0.00% | −13−0.1% | Reduced |
| State of Wisconsin Investment Board | 27,200 | $331.3K | 0.00% | +14,400+112.5% | Added |
| Barclays PLC | 27,441 | $334.2K | 0.00% | +19,460+243.8% | Added |
| Price T Rowe Associates Inc | 29,563 | $361.0K | 0.00% | −7,430−20.1% | Reduced |
| Martingale Asset Management L P | 31,556 | $384.4K | 0.01% | −46,347−59.5% | Reduced |
| Sherbrooke Park Advisers LLC | 34,099 | $415.3K | 0.10% | −13,050−27.7% | Reduced |
| Squarepoint Ops LLC | 34,630 | $421.8K | 0.00% | +34,630 | New |
| Empowered Funds, LLC | 35,372 | $430.8K | 0.01% | −16,593−31.9% | Reduced |
| Rhumbline Advisers | 36,475 | $444.3K | 0.00% | −1,271−3.4% | Reduced |
| Gsa Capital Partners LLP | 37,238 | $454.0K | 0.03% | −10,006−21.2% | Reduced |
| STRS Ohio | 44,300 | $539.6K | 0.00% | +2,600+6.2% | Added |
| Qube Research & Technologies Ltd | 46,589 | $567.5K | 0.00% | +12,266+35.7% | Added |
| Citadel Advisors LLC | 47,240 | $575.4K | 0.00% | +35,907+316.8% | Added |
| Trexquant Investment LP | 50,660 | $617.0K | 0.01% | +8,850+21.2% | Added |
| Invesco Ltd. | 54,929 | $669.0K | 0.00% | −27,688−33.5% | Reduced |
| Ameriprise Financial Inc | 57,981 | $706.2K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 59,324 | $722.6K | 0.00% | +2,708+4.8% | Added |
| Millennium Management LLC | 60,262 | $734.0K | 0.00% | −23,234−27.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 61,350 | $747.2K | 0.03% | +42,750+229.8% | Added |
| CWM Advisors, LLC | 67,957 | $827.7K | 0.08% | +67,957 | New |
| Pinnacle Holdings, LLC | 68,459 | $833.8K | 0.33% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 71,112 | $866.1K | 0.00% | +38,792+120.0% | Added |
| Nuveen Asset Management, LLC | 73,035 | $889.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 74,042 | $901.8K | 0.00% | +1,858+2.6% | Added |
| ELCO Management Co., LLC | 76,586 | $932.8K | 0.50% | +21,408+38.8% | Added |
| Victory Capital Management Inc | 78,000 | $950.0K | 0.00% | +4,000+5.4% | Added |
| Goldman Sachs Group Inc | 81,742 | $995.6K | 0.00% | +25,755+46.0% | Added |
| Panagora Asset Management Inc | 82,733 | $1.01M | 0.00% | +12,155+17.2% | Added |
| Outfitter Financial LLC | 97,380 | $1.19M | 0.98% | −5,325−5.2% | Reduced |
| Petiole USA ltd | 108,801 | $1.33M | 0.87% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 113,562 | $1.38M | 0.00% | +2,200+2.0% | Added |
| Citigroup Inc | 119,555 | $1.46M | 0.00% | +24,749+26.1% | Added |
| Acadian Asset Management LLC | 121,854 | $1.48M | 0.00% | −56,458−31.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 125,028 | $1.52M | 0.01% | +59,746+91.5% | Added |
| Jacobs Levy Equity Management, Inc | 125,611 | $1.53M | 0.01% | −3,713−2.9% | Reduced |
| American Century Companies Inc | 128,053 | $1.56M | 0.00% | −2,040−1.6% | Reduced |
| Prudential Financial Inc | 129,800 | $1.58M | 0.00% | −50,200−27.9% | Reduced |
| Bank of New York Mellon Corp | 139,480 | $1.70M | 0.00% | −8,641−5.8% | Reduced |
| Bridgeway Capital Management, LLC | 146,429 | $1.78M | 0.04% | −41,593−22.1% | Reduced |
| Northern Trust Corp | 165,557 | $2.02M | 0.00% | +2,572+1.6% | Added |
| Segall Bryant & Hamill, LLC | 182,617 | $2.22M | 0.03% | +3,346+1.9% | Added |
| Morgan Stanley | 185,740 | $2.26M | 0.00% | +2,341+1.3% | Added |