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 Q3	$535	Buy	35 +10	+40%	+$160	﹤0.01%	2112
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

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's FRST Position: Q3 2026 in Review

True Wealth Design increased its Primis Financial Corp (FRST) stake by 40% in Q3 2026, buying an estimated $160 and bringing the position to 35 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

True Wealth Design first reported a position in FRST in Q3 2024 and has held it in 8 quarters since. The position peaked at $665 in Q1 2025. 12 funds tracked by Wall St. Rank hold FRST as of Q3 2026.

True Wealth Design held 35 shares of Primis Financial Corp worth $535 as of Q3 2026.
True Wealth Design bought 10 Primis Financial Corp shares in Q3 2026, an estimated $160.
Primis Financial Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2112 holding.
True Wealth Design first reported a position in Primis Financial Corp in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Primis Financial Corp position peaked at $665 in Q1 2025.
12 funds tracked by Wall St. Rank held Primis Financial Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.