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Primis Financial Corp shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Primis Financial Corp

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

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Quarterly reported holdings in Primis Financial Corp by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $173k 13k 13.28
2023-09-30 $109k 13k 8.15
2023-06-30 $113k 13k 8.42
2023-03-31 $104k 11k 9.63

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Top funds holding Primis Financial Corp

BlackRock
Vanguard Group
Mendon Capital Advisors Corp.
Patriot Financial Partners GP II
Alliancebernstein
Dimensional Fund Advisors
North Reef Capital Management
RMB Capital Management
Vanguard Capital Management
Sandler O'Neill Asset Management
Banc Funds Company
Fourthstone
Salzhauer Michael
Geode Capital Management
Two Sigma Investments

View all funds holding Primis Financial Corp