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Primis Financial Corp (FRST)

CUSIP: 74167B109 | NYSE | Financial Services · Banks - Regional | Small Cap | 274 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ACastle Creek Capital Partners VII, LP1,076,4994.4%−254,175Apr 17, 2026No 13F filer matched
13D/APatriot Financial Partners GP III, LLC1,217,5314.9%Newly reportedSep 23, 2025No 13F filer matched
13D/ACastle Creek Capital Partners VII, LP1,076,499
4.4% of class · Apr 17, 2026−254,175
No 13F filer matched
13D/APatriot Financial Partners GP III, LLC1,217,531
4.9% of class · Sep 23, 2025Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Patriot Financial Partners GP II, L.P.1,217,531
6.1% of portfolio›$18.6M
Dimensional Fund Advisors LP1,023,998
0.0% of portfolio›$15.6M
Salzhauer Michael450,565
2.8% of portfolio›$6.9M
Corbyn Investment Management Inc269,091
1.2% of portfolio›$4.1M
Bank of New York Mellon Corp133,893
0.0% of portfolio›$2.0M
Creative Planning66,027
0.0% of portfolio›$1.0M
Strs Ohio57,200
0.0% of portfolio›$874.0K
Elco Management Co., LLC55,505
0.4% of portfolio›$848.1K
Wealth Enhancement Advisory Services, LLC12,925
0.0% of portfolio›$198.1K
Daytona Street Capital LLC12,716
0.1% of portfolio›$198.0K
Cambridge Investment Research Advisors, Inc.10,772
0.0% of portfolio›$165
State of Wyoming4,485
0.0% of portfolio›$68.5K
Citigroup Inc3,714
0.0% of portfolio›$56.8K
Harbor Investment Advisory, LLC1,918
0.0% of portfolio›$29.3K
Gamma Investing LLC1,220
0.0% of portfolio›$18.6K
Versant Capital Management, Inc1,093
0.0% of portfolio›$16.7K
Nisa Investment Advisors, LLC698
0.0% of portfolio›$10.7K
Toth Financial Advisory Corp678
0.0% of portfolio›$10.4K
Towne Trust Company, N.a583
0.0% of portfolio›$8.9K
Sterling Capital Management LLC550
0.0% of portfolio›$8.4K
SJS Investment Consulting Inc.352
0.0% of portfolio›$5.4K
Farther Finance Advisors, LLC319
0.0% of portfolio›$4.9K
EverSource Wealth Advisors, LLC303
0.0% of portfolio›$4.6K
US Bancorp \de\225
0.0% of portfolio›$3.4K
IFP Advisors, Inc203
0.0% of portfolio›$3.1K
Essential Partners LLC156
0.0% of portfolio›$2.4K
Main Street Group, LTD145
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC118
0.0% of portfolio›$1.8K
Covestor Ltd98
0.0% of portfolio›$2
Parkside Financial Bank & Trust85
0.0% of portfolio›$1.3K
Root Financial Partners, LLC69
0.0% of portfolio›$1.1K
Signaturefd, LLC59
0.0% of portfolio›$902
True Wealth Design, LLC35
0.0% of portfolio›$535
Fortitude Family Office, LLC17
0.0% of portfolio›$260
Torren Management, LLC2
0.0% of portfolio›$35
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$15
SBI Securities Co., Ltd.1
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Patriot Financial Partners GP II, L.P.
1,217,531$18.6M6.1%Deep ValueVery LowRadnor, PA2026-11-04
Dimensional Fund Advisors LP
1,023,998$15.6M0.0%IndexLowAustin, TX2026-11-04
Salzhauer Michael
450,565$6.9M2.8%GARPLowNew York, NY2026-10-28
Corbyn Investment Management Inc
269,091$4.1M1.2%ValueLowLutherville, MD2026-10-30
Bank of New York Mellon Corp
133,893$2.0M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
66,027$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
57,200$874.0K0.0%CoreMediumColumbus, OH2026-10-30
Elco Management Co., LLC
55,505$848.1K0.4%CoreLowNew York, NY2026-10-14
Wealth Enhancement Advisory Services, LLC
12,925$198.1K0.0%CoreLowPlymouth, MN2026-10-13
Daytona Street Capital LLC
12,716$198.0K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Cambridge Investment Research Advisors, Inc.
10,772$1650.0%ETFLowFairfield, IA2026-11-02
State of Wyoming
4,485$68.5K0.0%ValueHighCheyenne, WY2026-10-28
Citigroup Inc
3,714$56.8K0.0%CoreMediumNew York, NY2026-11-04
Harbor Investment Advisory, LLC
1,918$29.3K0.0%GrowthLowLutherville, MD2026-10-13
Gamma Investing LLC
1,220$18.6K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
1,093$16.7K0.0%GARPLowPhoenix, AZ2026-10-02
Nisa Investment Advisors, LLC
698$10.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Toth Financial Advisory Corp
678$10.4K0.0%CoreLowLeesburg, VA2026-10-08
Towne Trust Company, N.a
583$8.9K0.0%CoreLowNewport News, VA2026-10-28
Sterling Capital Management LLC
550$8.4K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
352$5.4K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
319$4.9K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
303$4.6K0.0%CoreMediumBirmingham, AL2026-11-04
US Bancorp \de\
225$3.4K0.0%IndexLowMinneapolis, MN2026-11-05
IFP Advisors, Inc
203$3.1K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
156$2.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Main Street Group, LTD
145$2.2K0.0%ETFMediumGlen Allen, VA2026-10-28
Provenance Wealth Advisors, LLC
118$1.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Covestor Ltd
98$20.0%ValueHighLondon, United Kingdom2026-10-30
Parkside Financial Bank & Trust
85$1.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
69$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
59$9020.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
35$5350.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
17$2600.0%ETFMediumScottsdale, AZ2026-10-14
Torren Management, LLC
2$350.0%ETFMediumSan Diego, CA2026-10-29
Caitong International Asset Management Co., Ltd
1$150.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
1$150.0%Agg GrowthLowTokyo, Mexico2026-10-22