Primis Financial Corp. (FRST) — Institutional Holders, Q2 2026 (page 2)
146 institutional investment managers reported a FRST position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $356.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 146. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FRST 13F holders ranked 101–146 of 146
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | ACTION POINT FINANCIAL PLANNING#101 · 5,500 sh | 5,500 | $90.0K | <0.01% | New |
| 102 | Tower Research Capital (TRC)#102 · 4,029 sh | 4,029 | $66.0K | <0.01% | +90.9% |
| 103 | PNC FINANCIAL SERVICES GROUP#103 · 3,798 sh | 3,798 | $62.2K | 0.00% | -38.9% |
| 104 | Federation des caisses Desjardins du Quebec#104 · 3,572 sh | 3,572 | $58.5K | <0.01% | +232.0% |
| 105 | BARCLAYS PLC#105 · 3,104 sh | 3,104 | $50.8K | 0.00% | -25.8% |
| 106 | FMR#106 · 2,566 sh | 2,566 | $42.0K | 0.00% | +5.5% |
| 107 | Legal & General Group Plc#107 · 2,220 sh | 2,220 | $36.3K | 0.00% | +16.7% |
| 108 | SRS Capital Advisors#108 · 1,694 sh | 1,694 | $27.7K | <0.01% | +2320.0% |
| 109 | Ameritas Investment Partners#109 · 1,573 sh | 1,573 | $25.8K | <0.01% | 0.0% |
| 110 | Integrated Wealth Concepts#110 · 1,115 sh | 1,115 | $18.3K | <0.01% | New |
| 111 | Versant Capital Management#111 · 1,093 sh | 1,093 | $17.9K | — | 0.0% |
| 112 | GAMMA Investing#112 · 795 sh | 795 | $13.0K | — | 0.0% |
| 113 | Covestor Ltd#113 · 726 sh | 726 | $12.0K | <0.01% | New |
| 114 | NISA INVESTMENT ADVISORS#114 · 698 sh | 698 | $11.4K | — | 0.0% |
| 115 | TOTH FINANCIAL ADVISORY#115 · 678 sh | 678 | $11.1K | — | 0.0% |
| 116 | Allworth Financial#116 · 649 sh | 649 | $10.6K | 0.00% | +168.2% |
| 117 | OLD POINT & FINANCIAL SERVICES N A#117 · 583 sh | 583 | $9.5K | <0.01% | 0.0% |
| 118 | FIRST HORIZON NATIONAL#118 · 510 sh | 510 | $8.3K | — | New |
| 119 | JONES FINANCIAL COMPANIES LLLP#119 · 427 sh | 427 | $7.1K | 0.00% | +2.4% |
| 120 | Global Retirement Partners#120 · 339 sh | 339 | $5.5K | <0.01% | — |
| 121 | Sterling Capital Management#121 · 299 sh | 299 | $4.9K | — | -57.0% |
| 122 | EverSource Wealth Advisors#122 · 219 sh | 219 | $3.6K | <0.01% | -95.1% |
| 123 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#123 · 216 sh | 216 | $3.5K | 0.00% | 0.0% |
| 124 | ROTHSCHILD INVESTMENT#124 · 187 sh | 187 | $3.1K | <0.01% | +139.7% |
| 125 | Main Street Group, LTD#125 · 145 sh | 145 | $2.4K | <0.01% | +0.7% |
| 126 | Essential Partners#126 · 123 sh | 123 | $2.0K | — | -68.8% |
| 127 | IFP Advisors#127 · 118 sh | 118 | $1.9K | — | +321.4% |
| 128 | Parkside Financial Bank#128 · 110 sh | 110 | $1.8K | <0.01% | +100.0% |
| 129 | Optiver Holding B.V.#129 · 110 sh | 110 | $1.8K | 0.00% | -48.6% |
| 130 | SIMPLEX TRADING#130 · 99 sh | 99 | $1.6K | 0.00% | New |
| 131 | Farther Finance Advisors#131 · 65 sh | 65 | $1.1K | — | -44.9% |
| 132 | MassMutual Private Wealth & , FSB#132 · 65 sh | 65 | $1.1K | — | 0.0% |
| 133 | RAFFA WEALTH MANAGEMENT#133 · 63 sh | 63 | $1.0K | <0.01% | 0.0% |
| 134 | SIGNATUREFD#134 · 59 sh | 59 | $966.00 | — | New |
| 135 | Basecamp Wealth Advisors#135 · 45 sh | 45 | $737.00 | <0.01% | +95.7% |
| 136 | CARY STREET PARTNERS INVESTMENT ADVISORY#136 · 39 sh | 39 | $638.00 | <0.01% | New |
| 137 | True Wealth Design#137 · 25 sh | 25 | $410.00 | — | -26.5% |
| 138 | Physician Wealth Advisors#138 · 23 sh | 23 | $377.00 | — | New |
| 139 | Fortitude Family Office#139 · 17 sh | 17 | $278.00 | — | New |
| 140 | Clearstead Advisors#140 · 10 sh | 10 | $164.00 | 0.00% | New |
| 141 | Caitong International Asset Management , Ltd#141 · 5 sh | 5 | $82.00 | 0.00% | New |
| 142 | SJS Investment Consulting#142 · 3 sh | 3 | $50.00 | — | New |
| 143 | SBI Securities , Ltd.#143 · 3 sh | 3 | $49.00 | — | +50.0% |
| 144 | Torren Management#144 · 2 sh | 2 | $37.00 | 0.00% | 0.0% |
| 145 | JPL Wealth Management#145 · 2 sh | 2 | $33.00 | 0.00% | +100.0% |
| 146 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#146 · 295 sh | 295 | — | — | -74.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.