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Wealthspire Advisors (New York)’s Primis Financial Corp FRST Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-503
Closed -$5.29K – 1710
2025
Q3 		$5.29K Buy
+503
New +$5.61K ﹤0.01% 2311

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s FRST Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Primis Financial Corp (FRST) in Q4 2025, closing a stake of 503 shares — an estimated $5.29K sold.

Wealthspire Advisors (New York) first reported a position in FRST in Q3 2025 and held it in 1 quarter. The position peaked at $5.29K in Q3 2025. 122 funds tracked by Wall St. Rank hold FRST as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Primis Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 503 Primis Financial Corp shares in Q4 2025, an estimated $5.29K.
  • Wealthspire Advisors (New York) first reported a position in Primis Financial Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Primis Financial Corp position peaked at $5.29K in Q3 2025.
  • 122 funds tracked by Wall St. Rank held Primis Financial Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.