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IEQ Capital’s Primis Financial Corp FRST Stock Holding History

IEQ Capital’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 		$345K Buy
21,095
+259
+1% +$3.78K ﹤0.01% 1577
2026
Q1 		$277K Buy
20,836
+6,577
+46% +$88.3K ﹤0.01% 1552
2025
Q4 		$198K Buy
14,259
+2,051
+17% +$23.2K ﹤0.01% 1700
2025
Q3 		$128K Buy
+12,208
New +$136K ﹤0.01% 1740

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

IEQ Capital's FRST Position: Q2 2026 in Review

IEQ Capital increased its Primis Financial Corp (FRST) stake by 1.2% in Q2 2026, buying an estimated $3.78K and bringing the position to 21,095 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

IEQ Capital first reported a position in FRST in Q3 2025 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • IEQ Capital held 21,095 shares of Primis Financial Corp worth $345K as of Q2 2026.
  • IEQ Capital bought 259 Primis Financial Corp shares in Q2 2026, an estimated $3.78K.
  • Primis Financial Corp made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1577 holding.
  • IEQ Capital first reported a position in Primis Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.