UMA Financial Services »

Primis Financial Corp shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in Primis Financial Corp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Primis Financial Corp by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $376 23 16.39

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

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