Creative Planning’s Primis Financial Corp FRST Stock Holding History

Creative Planning’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	$734K	Buy	44,822 +31,828	+245%	+$464K	﹤0.01%	2887
2026 Q1	$173K	Buy	+12,994	New	+$175K	﹤0.01%	3781
2023 Q4	–	Sell	-13,395	Closed	-$109K	–	2881
2023 Q3	$109K	Hold	13,395	–	–	﹤0.01%	2383
2023 Q2	$113K	Buy	13,395 +2,563	+24%	+$21.4K	﹤0.01%	2325
2023 Q1	$104K	Buy	+10,832	New	+$123K	﹤0.01%	2251
2017 Q3	–	Sell	-505	Closed	-$9K	–	2541
2017 Q2	$9K	Buy	+505	New	+$8.75K	﹤0.01%	3684

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

Creative Planning's FRST Position: Q2 2026 in Review

Creative Planning increased its Primis Financial Corp (FRST) stake by 245% in Q2 2026, buying an estimated $464K and bringing the position to 44,822 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Creative Planning first reported a position in FRST in Q2 2017 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

Creative Planning held 44,822 shares of Primis Financial Corp worth $734K as of Q2 2026.
Creative Planning bought 31,828 Primis Financial Corp shares in Q2 2026, an estimated $464K.
Primis Financial Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2887 holding.
Creative Planning first reported a position in Primis Financial Corp in Q2 2017 and has held it in 6 quarters since.
144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.