Rockefeller Capital Management
FRST icon

Rockefeller Capital Management’s Primis Financial Corp FRST Stock Holding History

Rockefeller Capital 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
Q3 		$121K Buy
7,944
+15
+0.2% +$240 ﹤0.01% 2945
2026
Q2 		$130K Buy
7,929
+16
+0.2% +$233 ﹤0.01% 2835
2026
Q1 		$105K Buy
7,913
+5,142
+186% +$69.1K ﹤0.01% 2846
2025
Q4 		$38.6K Buy
2,771
+460
+20% +$5.2K ﹤0.01% 3196
2025
Q3 		$24.3K Buy
+2,311
New +$25.8K ﹤0.01% 3265

Other funds holding FRST

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Patriot Financial Partners GP II
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North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Rockefeller Capital Management's FRST Position: Q3 2026 in Review

Rockefeller Capital Management increased its Primis Financial Corp (FRST) stake by 0.19% in Q3 2026, buying an estimated $240 and bringing the position to 7,944 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Rockefeller Capital Management first reported a position in FRST in Q3 2025 and has held it in 5 quarters since. The position peaked at $130K in Q2 2026. 107 funds tracked by Wall St. Rank hold FRST as of Q3 2026.

  • Rockefeller Capital Management held 7,944 shares of Primis Financial Corp worth $121K as of Q3 2026.
  • Rockefeller Capital Management bought 15 Primis Financial Corp shares in Q3 2026, an estimated $240.
  • Primis Financial Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2945 holding.
  • Rockefeller Capital Management first reported a position in Primis Financial Corp in Q3 2025 and has held it in 5 quarters since.
  • Rockefeller Capital Management's Primis Financial Corp position peaked at $130K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Primis Financial Corp as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.