Global Retirement Partners’s Primis Financial Corp FRST Stock Holding History

Global Retirement Partners’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	$5.55K	Buy	+339	New	+$4.95K	﹤0.01%	3661
2025 Q4	$2.93K	Buy	211 +2	+1%	+$23	﹤0.01%	3606
2025 Q3	$2.2K	Buy	209 +2	+1%	+$22	﹤0.01%	3296
2025 Q2	$2.25K	Buy	+207	New	+$1.91K	﹤0.01%	3202
2024 Q4	$2.37K	Buy	203 +2	+1%	+$24	﹤0.01%	3008
2024 Q3	$2.45K	Buy	201 +1	+0.5%	+$12	﹤0.01%	2867
2024 Q2	$2.09K	Buy	200 +2	+1%	+$21	﹤0.01%	2950
2024 Q1	$2.41K	Buy	198 +2	+1%	+$25	﹤0.01%	2677
2023 Q4	$2.42K	Buy	196 +2	+1%	+$20	﹤0.01%	2601
2023 Q3	$1.53K	Buy	194 +2	+1%	+$18	﹤0.01%	2630
2023 Q2	$1.62K	Buy	192 +2	+1%	+$17	﹤0.01%	2621
2023 Q1	$1.45K	Buy	190 +2	+1%	+$23	﹤0.01%	2608
2022 Q4	$2.23K	Buy	188 +2	+1%	+$25	﹤0.01%	2317
2022 Q3	$2K	Buy	186 +1	+0.5%	+$13	﹤0.01%	2236
2022 Q2	$3K	Buy	185 +1	+0.5%	+$13	﹤0.01%	2055
2022 Q1	$2K	Buy	+184	New	+$2.72K	﹤0.01%	2179
2021 Q4	–	Sell	-181	Closed	-$3K	–	788
2021 Q3	$3K	Buy	181 +1	+0.6%	+$15	﹤0.01%	1750
2021 Q2	$3K	Buy	180 +1	+0.6%	+$15	﹤0.01%	1668
2021 Q1	$3K	Buy	179 +1	+0.6%	+$14	﹤0.01%	1583
2020 Q4	$2K	Buy	178 +2	+1%	+$22	﹤0.01%	1603
2020 Q3	$2K	Buy	+176	New	+$1.54K	﹤0.01%	1477

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

Global Retirement Partners's FRST Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Primis Financial Corp (FRST) in Q2 2026: 339 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #3661 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FRST as recently as Q4 2025.

Global Retirement Partners first reported a position in FRST in Q3 2020 and has held it in 21 quarters since. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

Global Retirement Partners held 339 shares of Primis Financial Corp worth $5.55K as of Q2 2026.
Primis Financial Corp was a new Global Retirement Partners position in Q2 2026.
Primis Financial Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3661 holding.
Global Retirement Partners first reported a position in Primis Financial Corp in Q3 2020 and has held it in 21 quarters since.
144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.