EverSource Wealth Advisors’s Primis Financial Corp FRST Stock Holding History

EverSource Wealth 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	$3.59K	Sell	219 -151	-41%	-$2.2K	﹤0.01%	3453
2026 Q1	$4.91K	Buy	370 +31	+9%	+$416	﹤0.01%	3275
2025 Q4	$4.72K	Buy	339 +20	+6%	+$226	﹤0.01%	3148
2025 Q3	$3.35K	Sell	319 -965	-75%	-$10.8K	﹤0.01%	3321
2025 Q2	$13.9K	Buy	1,284 +1,215	+1,761%	+$11.2K	﹤0.01%	2579
2025 Q1	$674	Buy	69 +4	+6%	+$43	﹤0.01%	3358
2024 Q4	$758	Hold	65	–	–	﹤0.01%	3059
2024 Q3	$792	Hold	65	–	–	﹤0.01%	2771
2024 Q2	$858	Hold	65	–	–	﹤0.01%	2768
2024 Q1	$632	Hold	65	–	–	﹤0.01%	2668
2023 Q4	$823	Buy	+65	New	+$634	﹤0.01%	2435
2023 Q2	–	Sell	-845	Closed	-$8.14K	–	2533
2023 Q1	$8.14K	Buy	+845	New	+$9.57K	﹤0.01%	1450

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

EverSource Wealth Advisors's FRST Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Primis Financial Corp (FRST) stake by 41% in Q2 2026, selling an estimated $2.2K and leaving 219 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3453.

EverSource Wealth Advisors first reported a position in FRST in Q1 2023 and has held it in 12 quarters since. The position peaked at $13.9K in Q2 2025. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

EverSource Wealth Advisors held 219 shares of Primis Financial Corp worth $3.59K as of Q2 2026.
EverSource Wealth Advisors sold 151 Primis Financial Corp shares in Q2 2026, an estimated $2.2K.
Primis Financial Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3453 holding.
EverSource Wealth Advisors first reported a position in Primis Financial Corp in Q1 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Primis Financial Corp position peaked at $13.9K in Q2 2025.
144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.