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Whipplewood Advisors’s Primis Financial Corp FRST Stock Holding History

Whipplewood Advisors’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 		– Sell
-46
Closed -$611 – 812
2026
Q1 		$611 Buy
+46
New +$618 ﹤0.01% 968
2025
Q3 		– Sell
-108
Closed -$1.17K – 633
2025
Q2 		$1.17K Sell
108
-21,680
-100% -$200K ﹤0.01% 989
2025
Q1 		$449 Buy
21,788
+21,742
+47,265% +$232K ﹤0.01% 1139
2024
Q4 		$536 Buy
+46
New +$552 ﹤0.01% 1108

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

Whipplewood Advisors's FRST Position: Q2 2026 in Review

Whipplewood Advisors sold out of Primis Financial Corp (FRST) in Q2 2026, closing a stake of 46 shares — an estimated $611 sold.

Whipplewood Advisors first reported a position in FRST in Q4 2024 and held it in 4 quarters. The position peaked at $1.17K in Q2 2025. 144 funds tracked by Wall St. Rank hold FRST as of Q2 2026.

  • Whipplewood Advisors reported no remaining Primis Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 46 Primis Financial Corp shares in Q2 2026, an estimated $611.
  • Whipplewood Advisors first reported a position in Primis Financial Corp in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Primis Financial Corp position peaked at $1.17K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Primis Financial Corp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.