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Integrated Wealth Concepts’s Primis Financial Corp FRST Stock Holding History

Integrated Wealth Concepts’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 		$18.3K Buy
+1,115
New +$16.3K ﹤0.01% 4156

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

Integrated Wealth Concepts's FRST Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Primis Financial Corp (FRST) in Q2 2026: 1,115 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #4156 among its holdings.

144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • Integrated Wealth Concepts held 1,115 shares of Primis Financial Corp worth $18.3K as of Q2 2026.
  • Primis Financial Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • Primis Financial Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4156 holding.
  • 144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.