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Primis Financial Corp shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Primis Financial Corp (FRST) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Primis Financial Corp

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All positions including Primis Financial Corp held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Primis Financial Corp by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $90k 5.5k 16.37

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Primis Financial Corp

BlackRock
North Reef Capital Management
Patriot Financial Partners GP II
Alliancebernstein
Dimensional Fund Advisors
Vanguard Capital Management
Mendon Capital Advisors Corp.
Two Sigma Investments
Sandler O'Neill Asset Management
Banc Funds Company
RMB Capital Management
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Salzhauer Michael
State Street Corporation

View all funds holding Primis Financial Corp