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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
Q2 		– Sell
-20
Closed -$266 – 1436
2026
Q1 		$266 Buy
+20
New +$269 ﹤0.01% 3081

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Root Financial Partners's FRST Position: Q2 2026 in Review

Root Financial Partners sold out of Primis Financial Corp (FRST) in Q2 2026, closing a stake of 20 shares — an estimated $266 sold.

Root Financial Partners first reported a position in FRST in Q1 2026 and held it in 1 quarter. The position peaked at $266 in Q1 2026. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • Root Financial Partners reported no remaining Primis Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 Primis Financial Corp shares in Q2 2026, an estimated $266.
  • Root Financial Partners first reported a position in Primis Financial Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Primis Financial Corp position peaked at $266 in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.