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Steward Partners Investment Advisory’s Primis Financial Corp FRST Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-222
Closed -$2.59K – 4064
2024
Q4 		$2.59K Hold
222
– – ﹤0.01% 3571
2024
Q3 		$2.7K Hold
222
– – ﹤0.01% 3376
2024
Q2 		$2.33K Buy
+222
New +$2.33K ﹤0.01% 3250
2024
Q1 		– Sell
-1,893
Closed -$24K – 3603
2023
Q4 		$24K Hold
1,893
– – ﹤0.01% 2323
2023
Q3 		$15.4K Hold
1,893
– – ﹤0.01% 2429
2023
Q2 		$15.9K Hold
1,893
– – ﹤0.01% 2400
2023
Q1 		$18.2K Hold
1,893
– – ﹤0.01% 2283
2022
Q4 		$22.4K Hold
1,893
– – ﹤0.01% 2188
2022
Q3 		$23K Hold
1,893
– – ﹤0.01% 2164
2022
Q2 		$26K Hold
1,893
– – ﹤0.01% 2108
2022
Q1 		$26K Hold
1,893
– – ﹤0.01% 2240
2021
Q4 		$28K Hold
1,893
– – ﹤0.01% 2176
2021
Q3 		$27K Hold
1,893
– – ﹤0.01% 2187
2021
Q2 		$29K Hold
1,893
– – ﹤0.01% 4308
2021
Q1 		$27.5K Hold
1,893
– – ﹤0.01% 2314
2020
Q4 		$23K Hold
1,893
– – ﹤0.01% 1997
2020
Q3 		$16K Hold
1,893
– – ﹤0.01% 1959
2020
Q2 		$18K Hold
1,893
– – ﹤0.01% 1811
2020
Q1 		$18K Hold
1,893
– – ﹤0.01% 1643
2019
Q4 		$30K Hold
1,893
– – ﹤0.01% 1617
2019
Q3 		$29K Hold
1,893
– – ﹤0.01% 1590
2019
Q2 		$28K Buy
+1,893
New +$27.9K ﹤0.01% 1568
2018
Q4 		– Sell
-1,893
Closed -$31K – 1263
2018
Q3 		$31K Buy
+1,893
New +$32.8K ﹤0.01% 1377

Other funds holding FRST

Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Steward Partners Investment Advisory's FRST Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Primis Financial Corp (FRST) in Q1 2025, closing a stake of 222 shares — an estimated $2.59K sold.

Steward Partners Investment Advisory first reported a position in FRST in Q3 2018 and held it in 23 quarters. The position peaked at $31K in Q3 2018. 122 funds tracked by Wall St. Rank hold FRST as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Primis Financial Corp position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 222 Primis Financial Corp shares in Q1 2025, an estimated $2.59K.
  • Steward Partners Investment Advisory first reported a position in Primis Financial Corp in Q3 2018 and held it in 23 quarters.
  • Steward Partners Investment Advisory's Primis Financial Corp position peaked at $31K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held Primis Financial Corp as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.