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Covestor’s Primis Financial Corp FRST Stock Holding History

Covestor’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 		$12K Buy
+726
New +$10.6K 0.01% 1429
2025
Q1 		– Sell
-11
Closed – – 2398
2024
Q4 		$0 Buy
11
+3
+38% +$36 ﹤0.01% 2410
2024
Q3 		$0 Buy
8
+3
+60% +$35 ﹤0.01% 2393
2024
Q2 		$0 Buy
+5
New +$52 ﹤0.01% 2409
2024
Q1 		– Sell
-155
Closed -$2K – 2408
2023
Q4 		$2K Sell
155
-28
-15% -$273 ﹤0.01% 1849
2023
Q3 		$1K Buy
183
+47
+35% +$415 ﹤0.01% 1928
2023
Q2 		$1K Sell
136
-180
-57% -$1.51K ﹤0.01% 1940
2023
Q1 		$3K Buy
316
+164
+108% +$1.86K ﹤0.01% 1669
2022
Q4 		$2K Buy
152
+145
+2,071% +$1.78K ﹤0.01% 1772
2022
Q3 		$0 Buy
+7
New +$93 ﹤0.01% 2194

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

Covestor's FRST Position: Q2 2026 in Review

Covestor opened a new position in Primis Financial Corp (FRST) in Q2 2026: 726 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Covestor previously reported a position in FRST as recently as Q4 2024.

Covestor first reported a position in FRST in Q3 2022 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • Covestor held 726 shares of Primis Financial Corp worth $12K as of Q2 2026.
  • Primis Financial Corp was a new Covestor position in Q2 2026.
  • Primis Financial Corp made up 0.01% of Covestor's portfolio in Q2 2026, its #1429 holding.
  • Covestor first reported a position in Primis Financial Corp in Q3 2022 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.