Boston Family Office’s Primis Financial Corp FRST Stock Holding History

Boston Family Office’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
2025 Q4	–	Sell	-11,215	Closed	-$118K	–	312
2025 Q3	$118K	Hold	11,215	–	–	0.01%	294
2025 Q2	$122K	Sell	11,215 -3,000	-21%	-$27.6K	0.01%	283
2025 Q1	$139K	Hold	14,215	–	–	0.01%	278
2024 Q4	$166K	Hold	14,215	–	–	0.01%	272
2024 Q3	$173K	Sell	14,215 -500	-3%	-$5.91K	0.01%	273
2024 Q2	$154K	Hold	14,715	–	–	0.01%	262
2024 Q1	$179K	Sell	14,715 -500	-3%	-$6.21K	0.01%	259
2023 Q4	$193K	Sell	15,215 -2,192	-13%	-$21.4K	0.01%	255
2023 Q3	$142K	Sell	17,407 -535	-3%	-$4.72K	0.01%	250
2023 Q2	$152K	Hold	17,942	–	–	0.01%	257
2023 Q1	$172K	Hold	17,942	–	–	0.01%	258
2022 Q4	$213K	Sell	17,942 -1,236	-6%	-$15.2K	0.02%	257
2022 Q3	$232K	Sell	19,178 -2,000	-9%	-$26.5K	0.02%	247
2022 Q2	$289K	Sell	21,178 -722	-3%	-$9.69K	0.02%	234
2022 Q1	$306K	Hold	21,900	–	–	0.02%	242
2021 Q4	$329K	Hold	21,900	–	–	0.02%	240
2021 Q3	$317K	Hold	21,900	–	–	0.02%	239
2021 Q2	$334K	Sell	21,900 -1,000	-4%	-$15K	0.02%	236
2021 Q1	$332K	Hold	22,900	–	–	0.02%	233
2020 Q4	$277K	Hold	22,900	–	–	0.02%	240
2020 Q3	$199K	Hold	22,900	–	–	0.02%	233
2020 Q2	$222K	Hold	22,900	–	–	0.02%	232
2020 Q1	$225K	Hold	22,900	–	–	0.03%	224
2019 Q4	$374K	Hold	22,900	–	–	0.04%	214
2019 Q3	$352K	Hold	22,900	–	–	0.04%	216
2019 Q2	$351K	Hold	22,900	–	–	0.04%	221
2019 Q1	$335K	Hold	22,900	–	–	0.04%	220
2018 Q4	$303K	Hold	22,900	–	–	0.04%	220
2018 Q3	$371K	Hold	22,900	–	–	0.04%	222
2018 Q2	$409K	Sell	22,900 -1,000	-4%	-$16.8K	0.05%	209
2018 Q1	$379K	Hold	23,900	–	–	0.04%	212
2017 Q4	$383K	Hold	23,900	–	–	0.04%	211
2017 Q3	$406K	Hold	23,900	–	–	0.05%	210
2017 Q2	$421K	Hold	23,900	–	–	0.05%	206
2017 Q1	$405K	Buy	23,900 +3,500	+17%	+$57.8K	0.05%	199
2016 Q4	$333K	Hold	20,400	–	–	0.04%	210
2016 Q3	$266K	Sell	20,400 -1,000	-5%	-$12.7K	0.03%	221
2016 Q2	$260K	Hold	21,400	–	–	0.03%	225
2016 Q1	$255K	Buy	+21,400	New	+$272K	0.03%	221

Other funds holding FRST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Boston Family Office's FRST Position: Q4 2025 in Review

Boston Family Office sold out of Primis Financial Corp (FRST) in Q4 2025, closing a stake of 11,215 shares — an estimated $118K sold.

Boston Family Office first reported a position in FRST in Q1 2016 and held it in 39 quarters. The position peaked at $421K in Q2 2017. 121 funds tracked by Wall St. Rank hold FRST as of Q4 2025.

Boston Family Office reported no remaining Primis Financial Corp position as of Q4 2025 after selling out during the quarter.
Boston Family Office sold 11,215 Primis Financial Corp shares in Q4 2025, an estimated $118K.
Boston Family Office first reported a position in Primis Financial Corp in Q1 2016 and held it in 39 quarters.
Boston Family Office's Primis Financial Corp position peaked at $421K in Q2 2017.
121 funds tracked by Wall St. Rank held Primis Financial Corp as of Q4 2025.

Based on Boston Family Office's 13F filing for Q4 2025, filed 13 Feb 2026.