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True Wealth Design’s Primis Financial Corp FRST Stock Holding History

True Wealth Design’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 		$410 Sell
25
-9
-26% -$131 ﹤0.01% 2262
2026
Q1 		$452 Hold
34
– – ﹤0.01% 2091
2025
Q4 		$473 Sell
34
-3
-8% -$34 ﹤0.01% 1961
2025
Q3 		$389 Buy
37
+33
+825% +$368 ﹤0.01% 2086
2025
Q2 		$44 Sell
4
-64
-94% -$589 ﹤0.01% 2406
2025
Q1 		$665 Buy
+68
New +$725 ﹤0.01% 1441
2024
Q4 		– Sell
-2
Closed -$25 – 1418
2024
Q3 		$25 Buy
+2
New +$24 ﹤0.01% 1266

Other funds holding FRST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MCM
Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

True Wealth Design's FRST Position: Q2 2026 in Review

True Wealth Design reduced its Primis Financial Corp (FRST) stake by 26% in Q2 2026, selling an estimated $131 and leaving 25 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

True Wealth Design first reported a position in FRST in Q3 2024 and has held it in 7 quarters since. The position peaked at $665 in Q1 2025. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • True Wealth Design held 25 shares of Primis Financial Corp worth $410 as of Q2 2026.
  • True Wealth Design sold 9 Primis Financial Corp shares in Q2 2026, an estimated $131.
  • Primis Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2262 holding.
  • True Wealth Design first reported a position in Primis Financial Corp in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Primis Financial Corp position peaked at $665 in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.