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Primis Financial Corp shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Primis Financial Corp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Primis Financial Corp by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $610 46 13.28
2025-06-30 $1.2k 108 10.85
2025-03-31 $448 22k 0.02

More positions owned by Whipplewood Advisors

Janus Detroit Str Tr Exchange Traded Fund (JAAA)
Elevation Series Trust Exchange Traded Fund
J P Morgan Exchange Traded F Exchange Traded Fund (JPLD)
Innovator Etfs Trust Exchange Traded Fund (BALT)
Western Asset Premier Bd Closed-end Fund (WEA)
Tesla Common / Ordinary Stock (TSLA)
First Tr Exchange-traded Exchange Traded Fund (RDVI)
Vanguard Specialized Funds Exchange Traded Fund (VIG)
Apple Common / Ordinary Stock (AAPL)
Vanguard Tax-managed Fds Exchange Traded Fund (VEA)
Ishares Tr Exchange Traded Fund (MTUM)
Vanguard Whitehall Fds Exchange Traded Fund (VIGI)
Ark Etf Tr Exchange Traded Fund (ARKK)
Schwab Strategic Tr Exchange Traded Fund (FNDF)
Vanguard Intl Equity Index F Exchange Traded Fund (VT)

View all positions for Whipplewood Advisors

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