Carson Wealth (CWM LLC)
FRST icon

Carson Wealth (CWM LLC)’s Primis Financial Corp FRST Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$106K Buy
7,985
+393
+5% +$5.28K ﹤0.01% 3216
2025
Q4 		$106K Buy
7,592
+190
+3% +$2.15K ﹤0.01% 3012
2025
Q3 		$78K Buy
7,402
+4,262
+136% +$47.5K ﹤0.01% 3168
2025
Q2 		$34K Buy
3,140
+47
+2% +$433 ﹤0.01% 3553
2025
Q1 		$30K Sell
3,093
-53
-2% -$565 ﹤0.01% 3380
2024
Q4 		$37K Sell
3,146
-182
-5% -$2.19K ﹤0.01% 3004
2024
Q3 		$41K Buy
3,328
+1,590
+91% +$18.8K ﹤0.01% 2839
2024
Q2 		$18K Buy
1,738
+1,229
+241% +$12.9K ﹤0.01% 3176
2024
Q1 		$6K Buy
509
+43
+9% +$534 ﹤0.01% 3573
2023
Q4 		$6K Hold
466
– – ﹤0.01% 3417
2023
Q3 		$4K Hold
466
– – ﹤0.01% 3558
2023
Q2 		$4K Buy
+466
New +$3.9K ﹤0.01% 3522

Other funds holding FRST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Carson Wealth (CWM LLC)'s FRST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Primis Financial Corp (FRST) stake by 5.2% in Q1 2026, buying an estimated $5.28K and bringing the position to 7,985 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #3216.

Carson Wealth (CWM LLC) first reported a position in FRST in Q2 2023 and has held it in 12 quarters since. 135 funds tracked by Wall St. Rank hold FRST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,985 shares of Primis Financial Corp worth $106K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 393 Primis Financial Corp shares in Q1 2026, an estimated $5.28K.
  • Primis Financial Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3216 holding.
  • Carson Wealth (CWM LLC) first reported a position in Primis Financial Corp in Q2 2023 and has held it in 12 quarters since.
  • 135 funds tracked by Wall St. Rank held Primis Financial Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.