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Allworth Financial’s Primis Financial Corp FRST Stock Holding History

Allworth Financial’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 		$10.6K Buy
649
+407
+168% +$5.94K ﹤0.01% 3678
2026
Q1 		$3.21K Buy
242
+80
+49% +$1.07K ﹤0.01% 4179
2025
Q4 		$2.25K Sell
162
-44
-21% -$498 ﹤0.01% 4076
2025
Q3 		$2.17K Buy
206
+163
+379% +$1.82K ﹤0.01% 3967
2025
Q2 		$467 Buy
+43
New +$396 ﹤0.01% 4154

Other funds holding FRST

BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
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
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

Allworth Financial's FRST Position: Q2 2026 in Review

Allworth Financial increased its Primis Financial Corp (FRST) stake by 168% in Q2 2026, buying an estimated $5.94K and bringing the position to 649 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3678.

Allworth Financial first reported a position in FRST in Q2 2025 and has held it in 5 quarters since. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • Allworth Financial held 649 shares of Primis Financial Corp worth $10.6K as of Q2 2026.
  • Allworth Financial bought 407 Primis Financial Corp shares in Q2 2026, an estimated $5.94K.
  • Primis Financial Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3678 holding.
  • Allworth Financial first reported a position in Primis Financial Corp in Q2 2025 and has held it in 5 quarters since.
  • 144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.