SAM
FRST icon

Smartleaf Asset Management’s Primis Financial Corp FRST Stock Holding History

Smartleaf Asset 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
2025
Q2 		– Sell
-30
Closed -$293 – 2809
2025
Q1 		$293 Sell
30
-124
-81% -$1.32K ﹤0.01% 2764
2024
Q4 		$1.79K Hold
154
– – ﹤0.01% 2557
2024
Q3 		$1.86K Buy
154
+124
+413% +$1.46K ﹤0.01% 2496
2024
Q2 		$297 Buy
+30
New +$314 ﹤0.01% 2631

Other funds holding FRST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Smartleaf Asset Management's FRST Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Primis Financial Corp (FRST) in Q2 2025, closing a stake of 30 shares — an estimated $293 sold.

Smartleaf Asset Management first reported a position in FRST in Q2 2024 and held it in 4 quarters. The position peaked at $1.86K in Q3 2024. 118 funds tracked by Wall St. Rank hold FRST as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Primis Financial Corp position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 30 Primis Financial Corp shares in Q2 2025, an estimated $293.
  • Smartleaf Asset Management first reported a position in Primis Financial Corp in Q2 2024 and held it in 4 quarters.
  • Smartleaf Asset Management's Primis Financial Corp position peaked at $1.86K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.