Smartleaf Asset Management
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
2026
Q3 		$538 Buy
+35
New +$560 ﹤0.01% 3319
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

Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return
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
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Corbyn Investment Management
Corbyn Investment Management Lutherville, Maryland $336M AUM 15.47% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Smartleaf Asset Management's FRST Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Primis Financial Corp (FRST) in Q3 2026: 35 shares worth $538. The stake represents ﹤0.01% of the portfolio and ranks #3319 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in FRST as recently as Q1 2025.

Smartleaf Asset Management first reported a position in FRST in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.86K in Q3 2024. 64 funds tracked by Wall St. Rank hold FRST as of Q3 2026.

  • Smartleaf Asset Management held 35 shares of Primis Financial Corp worth $538 as of Q3 2026.
  • Primis Financial Corp was a new Smartleaf Asset Management position in Q3 2026.
  • Primis Financial Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3319 holding.
  • Smartleaf Asset Management first reported a position in Primis Financial Corp in Q2 2024 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Primis Financial Corp position peaked at $1.86K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Primis Financial Corp as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.