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 2026
Institutional positions in Primis Financial Corp. as of Jun 30, 2026. 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
- 145
- +12 vs. Q1 2026
- Shares held
- 22.0M
- +1.94M (+9.7%) vs. Q1 2026
- Total value
- $356.3M
- +$89.3M (+33.4%) vs. Q1 2026
- New holders
- 24
- 67 more added
- Sold out
- 12
- 30 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Primis Financial Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 2 | $33 | 0.00% | +1+100.0% | Added |
| Torren Management, LLC | 2 | $37 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $49 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 3 | $50 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 5 | $82 | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 10 | $164 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 17 | $278 | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 23 | $377 | 0.00% | +23 | New |
| True Wealth Design, LLC | 25 | $410 | 0.00% | −9−26.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 39 | $638 | 0.00% | +39 | New |
| Basecamp Wealth Advisors LLC | 45 | $737 | 0.00% | +22+95.7% | Added |
| Parkside Financial Bank & Trust | 55 | $901 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 59 | $966 | 0.00% | +59 | New |
| Raffa Wealth Management, LLC | 63 | $1.03K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 65 | $1.06K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 65 | $1.07K | 0.00% | −53−44.9% | Reduced |
| Simplex Trading, LLC | 99 | $1.62K | 0.00% | +99 | New |
| Optiver Holding B.V. | 110 | $1.80K | 0.00% | −104−48.6% | Reduced |
| IFP Advisors, Inc | 118 | $1.93K | 0.00% | +90+321.4% | Added |
| Essential Partners LLC | 123 | $2.01K | 0.00% | −271−68.8% | Reduced |
| Main Street Group, LTD | 145 | $2.37K | 0.00% | +1+0.7% | Added |
| Rothschild Investment LLC | 187 | $3.06K | 0.00% | +109+139.7% | Added |
| UBS Asset Management Americas Inc | 216 | $3.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 219 | $3.59K | 0.00% | −151−40.8% | Reduced |
| California State Teachers Retirement System | 295 | $4.83K | 0.00% | −842−74.1% | Reduced |
| Sterling Capital Management LLC | 299 | $4.89K | 0.00% | −396−57.0% | Reduced |
| Global Retirement Partners, LLC | 339 | $5.55K | 0.00% | +339 | New |
| Jones Financial Companies LLLP | 427 | $7.11K | 0.00% | +10+2.4% | Added |
| First Horizon Corp | 510 | $8.35K | 0.00% | +510 | New |
| Old Point Trust & Financial Services N A | 583 | $9.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 649 | $10.6K | 0.00% | +407+168.2% | Added |
| Toth Financial Advisory Corp | 678 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 698 | $11.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 726 | $12.0K | 0.01% | +726 | New |
| GAMMA Investing LLC | 795 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,093 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,573 | $25.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,694 | $27.7K | 0.00% | +1,624+2,320.0% | Added |
| Legal & General Group Plc | 2,220 | $36.3K | 0.00% | +317+16.7% | Added |
| FMR LLC | 2,566 | $42.0K | 0.00% | +133+5.5% | Added |
| Barclays PLC | 3,104 | $50.8K | 0.00% | −1,079−25.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,572 | $58.5K | 0.00% | +2,496+232.0% | Added |
| The PNC Financial Services Group, Inc. | 3,798 | $62.2K | 0.00% | −2,423−38.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,029 | $66.0K | 0.00% | +1,918+90.9% | Added |
| Action Point Financial Planning, LLC | 5,500 | $90.0K | 0.01% | +5,500 | New |
| Police & Firemen's Retirement System of New Jersey | 5,713 | $93.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 5,914 | $96.8K | 0.03% | +5,914 | New |
| Rockefeller Capital Management L.P. | 7,929 | $129.8K | 0.00% | +16+0.2% | Added |
| New York State Common Retirement Fund | 8,531 | $139.7K | 0.00% | +6,400+300.3% | Added |
| Vanguard Global Advisers, LLC | 8,915 | $145.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,000 | $163.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,172 | $166.5K | 0.00% | +177+1.8% | Added |
| BNP Paribas Arbitrage, SA | 10,437 | $170.9K | 0.00% | +3,594+52.5% | Added |
| Citigroup Inc | 10,688 | $175.0K | 0.00% | +9,273+655.3% | Added |
| Jump Financial, LLC | 10,900 | $178.4K | 0.00% | −3,000−21.6% | Reduced |
| Public Employees Retirement System of Ohio | 10,933 | $179.0K | 0.00% | +4,200+62.4% | Added |
| Daytona Street Capital LLC | 12,716 | $200.2K | 0.15% | +11,450+904.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,272 | $201.0K | 0.00% | −3,121−20.3% | Reduced |
| MetLife Investment Management | 12,368 | $202.5K | 0.00% | +384+3.2% | Added |
| Mercer Global Advisors Inc | 13,293 | $217.6K | 0.00% | +13,293 | New |
| Janney Montgomery Scott LLC | 13,481 | $221.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,780 | $225.6K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, LLC | 15,000 | $245.6K | 0.14% | 00.0% | Unchanged |
| StoneX Group Inc. | 17,048 | $265.6K | 0.01% | +17,048 | New |
| Balyasny Asset Management LLC | 16,669 | $272.9K | 0.00% | +16,669 | New |
| Cary Street Partners Financial LLC | 17,650 | $288.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,820 | $291.7K | 0.00% | +6,350+55.4% | Added |
| XTX Topco Ltd | 18,151 | $297.1K | 0.00% | −4,484−19.8% | Reduced |
| Ameriprise Financial Inc | 19,913 | $326.0K | 0.00% | +8,434+73.5% | Added |
| Ieq Capital, LLC | 21,095 | $345.3K | 0.00% | +259+1.2% | Added |
| Wells Fargo & Company | 21,153 | $346.3K | 0.00% | +13,214+166.4% | Added |
| Deutsche Bank AG | 21,757 | $356.2K | 0.00% | +15,244+234.1% | Added |
| Russell Investments Group, Ltd. | 24,341 | $398.5K | 0.00% | +21,660+807.9% | Added |
| Royal Bank of Canada | 24,900 | $408.0K | 0.00% | +23,445+1,611.3% | Added |
| Bank of America Corp | 26,943 | $441.1K | 0.00% | +7,070+35.6% | Added |
| Hillsdale Investment Management Inc. | 27,100 | $443.6K | 0.01% | +2,000+8.0% | Added |
| Invesco Ltd. | 29,828 | $488.3K | 0.00% | +7,781+35.3% | Added |
| Rhumbline Advisers | 30,200 | $494.4K | 0.00% | −497−1.6% | Reduced |
| Point72 Asset Management, L.P. | 30,226 | $494.8K | 0.00% | −43,349−58.9% | Reduced |
| Squarepoint Ops LLC | 30,239 | $495.0K | 0.00% | −817−2.6% | Reduced |
| JPMorgan Chase & Co | 30,934 | $512.3K | 0.00% | +14,283+85.8% | Added |
| UBS Group AG | 36,665 | $600.2K | 0.00% | +14,372+64.5% | Added |
| Citadel Advisors LLC | 38,307 | $627.1K | 0.00% | +38,307 | New |
| Los Angeles Capital Management LLC | 38,495 | $630.2K | 0.00% | −4,970−11.4% | Reduced |
| STRS Ohio | 43,300 | $708.8K | 0.00% | −700−1.6% | Reduced |
| Millennium Management LLC | 44,690 | $731.6K | 0.00% | −11,248−20.1% | Reduced |
| Creative Planning | 44,822 | $733.7K | 0.00% | +31,828+244.9% | Added |
| Empowered Funds, LLC | 50,350 | $824.2K | 0.00% | +3,443+7.3% | Added |
| Magnetar Financial LLC | 50,864 | $832.6K | 0.01% | +50,864 | New |
| Jacobs Levy Equity Management, Inc | 50,936 | $833.8K | 0.00% | +10,847+27.1% | Added |
| Man Group plc | 52,062 | $852.3K | 0.00% | +39,305+308.1% | Added |
| Legato Capital Management LLC | 53,293 | $872.4K | 0.07% | +53,293 | New |
| ELCO Management Co., LLC | 54,735 | $896.0K | 0.39% | −17,596−24.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 63,046 | $1.03M | 0.01% | +63,046 | New |
| Quantinno Capital Management LP | 63,122 | $1.03M | 0.00% | +12,759+25.3% | Added |
| Charles Schwab Investment Management Inc | 64,385 | $1.05M | 0.00% | +7,831+13.8% | Added |
| Price T Rowe Associates Inc | 66,100 | $1.08M | 0.00% | +14,194+27.3% | Added |
| Pinnacle Holdings, LLC | 68,048 | $1.11M | 0.34% | −168−0.2% | Reduced |
| Lazard Asset Management LLC | 70,946 | $1.16M | 0.00% | +70,946 | New |
| Gsa Capital Partners LLP | 77,480 | $1.27M | 0.08% | −5,193−6.3% | Reduced |