Action Point Financial Planning’s Primis Financial Corp FRST Stock Holding History

Action Point Financial Planning’s Portfolio FRST Stock Details FRST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90K	Buy	+5,500	New	+$80.2K	0.01%	629

Other funds holding FRST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Action Point Financial Planning's FRST Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Primis Financial Corp (FRST) in Q2 2026: 5,500 shares worth $90K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings.

143 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

Action Point Financial Planning held 5,500 shares of Primis Financial Corp worth $90K as of Q2 2026.
Primis Financial Corp was a new Action Point Financial Planning position in Q2 2026.
Primis Financial Corp made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #629 holding.
143 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.