RAFFA WEALTH MANAGEMENT, LLC’s Primis Financial Corp FRST Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.03K	Hold	63	–	–	﹤0.01%	1010
2026 Q1	$837	Hold	63	–	–	﹤0.01%	981
2025 Q4	$876	Hold	63	–	–	﹤0.01%	952
2025 Q3	$662	Hold	63	–	–	﹤0.01%	995
2025 Q2	$684	Hold	63	–	–	﹤0.01%	944
2025 Q1	$616	Hold	63	–	–	﹤0.01%	919
2024 Q4	$735	Hold	63	–	–	﹤0.01%	932
2024 Q3	$767	Hold	63	–	–	﹤0.01%	908
2024 Q2	$660	Hold	63	–	–	﹤0.01%	1000
2024 Q1	$767	Hold	63	–	–	﹤0.01%	958
2023 Q4	$798	Hold	63	–	–	﹤0.01%	879
2023 Q3	$513	Hold	63	–	–	﹤0.01%	934
2023 Q2	$530	Hold	63	–	–	﹤0.01%	959
2023 Q1	$607	Hold	63	–	–	﹤0.01%	919
2022 Q4	$747	Hold	63	–	–	﹤0.01%	857
2022 Q3	$764	Hold	63	–	–	﹤0.01%	888
2022 Q2	$859	Hold	63	–	–	﹤0.01%	863
2022 Q1	$881	Hold	63	–	–	﹤0.01%	910
2021 Q4	$948	Hold	63	–	–	﹤0.01%	897
2021 Q3	$911	Hold	63	–	–	﹤0.01%	854
2021 Q2	$961	Hold	63	–	–	﹤0.01%	845
2021 Q1	$916	Buy	+63	New	+$866	﹤0.01%	856

Other funds holding FRST

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FRST Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Primis Financial Corp (FRST) position steady in Q2 2026 at 63 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FRST in Q1 2021 and has held it in 22 quarters since. 23 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 63 shares of Primis Financial Corp worth $1.03K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Primis Financial Corp share count unchanged in Q2 2026.
Primis Financial Corp made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1010 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Primis Financial Corp in Q1 2021 and has held it in 22 quarters since.
23 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.