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 |
|---|---|---|---|---|---|
| Action Point Financial Planning, LLC | 5,500 | $90.0K | 0.01% | +5,500 | New |
| Tower Research Capital LLC (TRC) | 4,029 | $66.0K | 0.00% | +1,918+90.9% | Added |
| The PNC Financial Services Group, Inc. | 3,798 | $62.2K | 0.00% | −2,423−38.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,572 | $58.5K | 0.00% | +2,496+232.0% | Added |
| Barclays PLC | 3,104 | $50.8K | 0.00% | −1,079−25.8% | Reduced |
| FMR LLC | 2,566 | $42.0K | 0.00% | +133+5.5% | Added |
| Legal & General Group Plc | 2,220 | $36.3K | 0.00% | +317+16.7% | Added |
| SRS Capital Advisors, Inc. | 1,694 | $27.7K | 0.00% | +1,624+2,320.0% | Added |
| Ameritas Investment Partners, Inc. | 1,573 | $25.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,093 | $17.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 795 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 726 | $12.0K | 0.01% | +726 | New |
| Nisa Investment Advisors, LLC | 698 | $11.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 678 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 649 | $10.6K | 0.00% | +407+168.2% | Added |
| Old Point Trust & Financial Services N A | 583 | $9.54K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 510 | $8.35K | 0.00% | +510 | New |
| Jones Financial Companies LLLP | 427 | $7.11K | 0.00% | +10+2.4% | Added |
| Global Retirement Partners, LLC | 339 | $5.55K | 0.00% | +339 | New |
| Sterling Capital Management LLC | 299 | $4.89K | 0.00% | −396−57.0% | Reduced |
| California State Teachers Retirement System | 295 | $4.83K | 0.00% | −842−74.1% | Reduced |
| EverSource Wealth Advisors, LLC | 219 | $3.59K | 0.00% | −151−40.8% | Reduced |
| UBS Asset Management Americas Inc | 216 | $3.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 187 | $3.06K | 0.00% | +109+139.7% | Added |
| Main Street Group, LTD | 145 | $2.37K | 0.00% | +1+0.7% | Added |
| Essential Partners LLC | 123 | $2.01K | 0.00% | −271−68.8% | Reduced |
| IFP Advisors, Inc | 118 | $1.93K | 0.00% | +90+321.4% | Added |
| Optiver Holding B.V. | 110 | $1.80K | 0.00% | −104−48.6% | Reduced |
| Simplex Trading, LLC | 99 | $1.62K | 0.00% | +99 | New |
| Farther Finance Advisors, LLC | 65 | $1.07K | 0.00% | −53−44.9% | Reduced |
| Massmutual Trust Co FSB | 65 | $1.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $1.03K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 59 | $966 | 0.00% | +59 | New |
| Parkside Financial Bank & Trust | 55 | $901 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 45 | $737 | 0.00% | +22+95.7% | Added |
| Cary Street Partner Investment Advisory LLC | 39 | $638 | 0.00% | +39 | New |
| True Wealth Design, LLC | 25 | $410 | 0.00% | −9−26.5% | Reduced |
| UMA Financial Services, Inc. | 23 | $377 | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 17 | $278 | 0.00% | +17 | New |
| Clearstead Advisors, LLC | 10 | $164 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 5 | $82 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $50 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 3 | $49 | 0.00% | +1+50.0% | Added |
| Torren Management, LLC | 2 | $37 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $33 | 0.00% | +1+100.0% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −731,358−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,532−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −35,950−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,026−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −12,877−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,677−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |