Clearstead Advisors’s Primis Financial Corp FRST Stock Holding History

Clearstead Advisors’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	$164	Buy	+10	New	+$146	﹤0.01%	3253
2026 Q1	–	Sell	-2	Closed	-$28	–	2474
2025 Q4	$28	Sell	2 -1,205	-100%	-$13.6K	﹤0.01%	2661
2025 Q3	$12.7K	Sell	1,207 -25,241	-95%	-$282K	﹤0.01%	1842
2025 Q2	$287K	Buy	26,448 +1,182	+5%	+$10.9K	﹤0.01%	780
2025 Q1	$247K	Sell	25,266 -68	-0.3%	-$725	﹤0.01%	762
2024 Q4	$295K	Hold	25,334	–	–	﹤0.01%	727
2024 Q3	$309K	Sell	25,334 -13	-0.1%	-$154	﹤0.01%	717
2024 Q2	$266K	Buy	+25,347	New	+$265K	﹤0.01%	723

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

Clearstead Advisors's FRST Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Primis Financial Corp (FRST) in Q2 2026: 10 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #3253 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FRST as recently as Q4 2025.

Clearstead Advisors first reported a position in FRST in Q2 2024 and has held it in 8 quarters since. The position peaked at $309K in Q3 2024. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

Clearstead Advisors held 10 shares of Primis Financial Corp worth $164 as of Q2 2026.
Primis Financial Corp was a new Clearstead Advisors position in Q2 2026.
Primis Financial Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3253 holding.
Clearstead Advisors first reported a position in Primis Financial Corp in Q2 2024 and has held it in 8 quarters since.
Clearstead Advisors's Primis Financial Corp position peaked at $309K in Q3 2024.
144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.