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Root Financial Partners’s Primis Financial Corp FRST Stock Holding History

Root Financial 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
Q1 		$266 Buy
+20
New +$269 ﹤0.01% 3081

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PFPGI
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Root Financial Partners's FRST Position: Q1 2026 in Review

Root Financial Partners opened a new position in Primis Financial Corp (FRST) in Q1 2026: 20 shares worth $266. The stake represents ﹤0.01% of the portfolio and ranks #3081 among its holdings.

135 funds tracked by Wall St. Rank hold FRST as of Q1 2026.

  • Root Financial Partners held 20 shares of Primis Financial Corp worth $266 as of Q1 2026.
  • Primis Financial Corp was a new Root Financial Partners position in Q1 2026.
  • Primis Financial Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3081 holding.
  • 135 funds tracked by Wall St. Rank held Primis Financial Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.