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JPL Wealth Management’s Primis Financial Corp FRST Stock Holding History

JPL Wealth Management’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 		$33 Buy
2
+1
+100% +$15 ﹤0.01% 1760
2026
Q1 		$14 Buy
+1
New +$13 ﹤0.01% 1543

Other funds holding FRST

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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

JPL Wealth Management's FRST Position: Q2 2026 in Review

JPL Wealth Management increased its Primis Financial Corp (FRST) stake by 100% in Q2 2026, buying an estimated $15 and bringing the position to 2 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

JPL Wealth Management first reported a position in FRST in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • JPL Wealth Management held 2 shares of Primis Financial Corp worth $33 as of Q2 2026.
  • JPL Wealth Management bought 1 Primis Financial Corp share in Q2 2026, an estimated $15.
  • Primis Financial Corp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1760 holding.
  • JPL Wealth Management first reported a position in Primis Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.