Vault-13

PRIMIS FINANCIAL CORP FRST

COM · Common Stock · CUSIP 74167B109

121 institutional holders -2 vs Q1 2025
19,521,74619.5m shares reported held*
79.2% of all shares outstanding*
$211.8mreported value*
10 new 42 added 41 reduced 14 sold out net bought ≈ $6.3m (+557.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($380.9k this quarter). Holder counts are more reliable. Shares outstanding: 24.6m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $10.85. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 107Q4 22: 107Q1 23: 105Q2 23: 108Q3 23: 106Q4 23: 115Q1 24: 120Q2 24: 127Q3 24: 124Q4 24: 120Q1 25: 123Q2 25: 121121Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022107
Q4 2022107
Q1 2023105
Q2 2023108
Q3 2023106
Q4 2023115
Q1 2024120
Q2 2024127
Q3 2024124
Q4 2024120
Q1 2025123
Q2 2025121

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 32 bought or addedQ3 23: 43 cut or sold outQ4 23: 59 bought or addedQ4 23: 40 cut or sold outQ4 23Q1 24: 51 bought or addedQ1 24: 50 cut or sold outQ2 24: 68 bought or addedQ2 24: 47 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 46 cut or sold outQ4 24: 47 bought or addedQ4 24: 55 cut or sold outQ4 24Q1 25: 59 bought or addedQ1 25: 43 cut or sold outQ2 25: 52 bought or addedQ2 25: 55 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233243
Q4 20235940
Q1 20245150
Q2 20246847
Q3 20245646
Q4 20244755
Q1 20255943
Q2 20255255

Biggest buyers

ALLIANCEBERNSTEIN L.P. Added +535,027+535.0k
Fourthstone LLC Added +395,924+395.9k
CSM Advisors, LLC New +378,420+378.4k
MENDON CAPITAL ADVISORS CORP Added +185,083+185.1k
Curi Capital, LLC Added +109,355+109.4k
MALTESE CAPITAL MANAGEMENT LLC Added +96,200+96.2k
MILLENNIUM MANAGEMENT LLC Added +48,428+48.4k
DIMENSIONAL FUND ADVISORS LP Added +47,710+47.7k
KENNEDY CAPITAL MANAGEMENT LLC Added +34,950+35.0k
DEUTSCHE BANK AG\ New +27,477+27.5k

Biggest sellers

Rhino Investment Partners, Inc Reduced -241,368-241.4k
BANC FUNDS CO LLC Reduced -232,272-232.3k
GOLDMAN SACHS GROUP INC Reduced -202,596-202.6k
SEGALL BRYANT & HAMILL, LLC Sold out -167,255-167.3k
BlackRock, Inc. Reduced -96,251-96.3k
CITADEL ADVISORS LLC Reduced -63,060-63.1k
AMERICAN CENTURY COMPANIES INC Reduced -38,881-38.9k
CARY STREET PARTNERS FINANCIAL LLC Reduced -36,750-36.8k
MARTINGALE ASSET MANAGEMENT L P Sold out -33,260-33.3k
Connor, Clark & Lunn Investment Management Ltd. Reduced -31,217-31.2k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Castle Creek Capital Partners VII, LP (4.4%, 2026-04-21), BANC FUNDS CO LLC (3.2%, 2026-02-17)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 5 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 4 buyingQ4 24: 1 sellingQ4 24Q1 25: 3 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$31.1k0——
Q4 20230—0——
Q1 20245$202.1k0——
Q2 20240—0——
Q3 20240—0——
Q4 20244$160.6k1$136.3k—
Q1 20253$223.6k0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,939,7611.9m $21.0m $21.0m 0.00% Reduced -96.3k -96,251
2 BANC FUNDS CO LLC 2.25% of their portfolio CHICAGO, IL 1,369,0881.4m $14.9m $14.9m 2.25% Reduced -232.3k -232,272
3 MENDON CAPITAL ADVISORS CORP 6.85% of their portfolio KEY LARGO, FL 1,301,9331.3m $14.1m $14.1m 6.85% Added +185.1k +185,083
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,227,3431.2m $13.3m $13.3m 0.00% Added +47.7k +47,710
5 PATRIOT FINANCIAL PARTNERS GP, LP 4.66% of their portfolio Radnor, PA 1,217,5311.2m $13.2m $13.2m 4.66% Unchanged
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,192,3191.2m $12.9m $12.9m 0.00% Reduced -15.9k -15,943
7 MALTESE CAPITAL MANAGEMENT LLC 1.56% of their portfolio New York, NY 1,025,4301.0m $11.1m $11.1m 1.56% Added +96.2k +96,200
8 Curi Capital, LLC 0.21% of their portfolio CHICAGO, IL 1,002,8911.0m $10.9m $10.9m 0.21% Added +109.4k +109,355
9 SALZHAUER MICHAEL 5.19% of their portfolio NEW YORK, NY 758,851758.9k $8.2m $8.2m 5.19% Added +1.0k +1,020
10 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 754,888754.9k $8.2m $8.2m 0.00% Added +535.0k +535,027
11 Fourthstone LLC 1.23% of their portfolio ST LOUIS, MO 576,260576.3k $6.3m $6.3m 1.23% Added +395.9k +395,924
12 KENNEDY CAPITAL MANAGEMENT LLC 0.14% of their portfolio ST LOUIS, MO 527,416527.4k $5.7m $5.7m 0.14% Added +35.0k +34,950
13 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 494,626494.6k $5.4m $5.4m 0.00% Added +3.2k +3,178
14 PL Capital Advisors, LLC 1.72% of their portfolio NAPLES, FL 475,241475.2k $5.2m $5.2m 1.72% Unchanged
15 Rhino Investment Partners, Inc 1.36% of their portfolio WEST CONSHOHOCKEN, PA 456,531456.5k $5.0m $5.0m 1.36% Reduced -241.4k -241,368
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 411,015411.0k $4.5m $4.5m 0.00% Reduced -16.9k -16,883
17 CSM Advisors, LLC 0.12% of their portfolio WARRENDALE, PA 378,420378.4k $4.1m $4.1m 0.12% New
18 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 310,313310.3k $3.4m $3.4m 0.00% Reduced -5.0k -5,000
19 CORBYN INVESTMENT MANAGEMENT INC/MD 1.06% of their portfolio Lutherville, MD 291,000291.0k $3.2m $3.2m 1.06% Reduced -15.9k -15,934
20 Boston Partners 0.00% of their portfolio BOSTON, MA 284,090284.1k $3.1m $3.1m 0.00% Reduced -4.5k -4,484
21 Petiole USA ltd 1.77% of their portfolio New York, NY 230,222230.2k $2.5m $2.5m 1.77% Unchanged
22 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 208,879208.9k $2.3m $2.3m 0.00% Reduced -20.7k -20,675
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 177,593177.6k $1.9m $1.9m 0.00% Added +10.5k +10,503
24 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 161,066161.1k $1.7m $1.7m 0.00% Reduced -10.6k -10,578
25 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 156,901156.9k $1.7m $1.7m 0.00% Reduced -780 -780
26 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 149,477149.5k $1.6m $1.6m 0.00% Added +22.8k +22,797
27 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 142,150142.2k $1.5m $1.5m 0.00% Added +1.7k +1,744
28 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 136,806136.8k $1.5m $1.5m 0.04% Reduced -872 -872
29 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 123,989124.0k $1.3m $1.3m 0.00% Reduced -31.2k -31,217
30 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 116,362116.4k $1.3m $1.3m 0.00% Added +3.5k +3,500
31 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 102,921102.9k $1.1m $1.1m 0.00% Added +48.4k +48,428
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 98,75098.8k $1.1m $1.1m 0.00% Added +14.0k +14,017
33 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 91,78591.8k $995.9k $995.9k 0.00% Reduced -8.6k -8,567
34 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 89,86589.9k $975.0k $975.0k 0.00% Reduced -8.1k -8,081
35 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 89,50089.5k $971.1k $971.1k 0.00% Reduced -2.0k -2,000
36 OUTFITTERS FINANCIAL LLC 0.78% of their portfolio Brunswick, ME 84,49084.5k $916.7k $916.7k 0.78% Added +170 +170
37 ELCO Management Co., LLC 0.46% of their portfolio New York, NY 81,01581.0k $879.0k $879.0k 0.46% Unchanged
38 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 77,66977.7k $842.7k $842.7k 0.00% Reduced -38.9k -38,881
39 Pinnacle Holdings, LLC 0.27% of their portfolio TULSA, OK 68,21668.2k $740.1k $740.1k 0.27% Unchanged
40 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 64,83264.8k $703.4k $703.4k 0.00% Reduced -16.4k -16,397
41 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 63,66563.7k $690.8k $690.8k 0.00% Reduced -322 -322
42 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 62,14662.1k $674.3k $674.3k 0.01% Added +23.2k +23,248
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 57,89357.9k $628.1k $628.1k 0.00% Reduced -27.0k -27,046
44 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 48,20048.2k $523.0k $523.0k 0.00% Added +3.9k +3,900
45 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 47,45147.5k $515.0k $515.0k 0.04% Added +11.1k +11,087
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 46,04346.0k $499.6k $499.6k 0.00% Reduced -202.6k -202,596
47 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 40,90940.9k $444.0k $444.0k 0.00% Added +8.3k +8,317
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 39,13139.1k $424.6k $424.6k 0.00% Reduced -8.1k -8,147
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 37,53237.5k $407.2k $407.2k 0.00% Added +12.9k +12,881
50 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 36,56036.6k $396.7k $396.7k 0.00% Added +516 +516
51 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 34,24334.2k $371.5k $371.5k 0.00% Reduced -22.5k -22,547
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 33,23233.2k $358.0k $358.0k 0.00% Added +8.4k +8,357
53 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,31431.3k $339.8k $339.8k 0.00% Added +8.8k +8,818
54 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 29,23629.2k $317.2k $317.2k 0.00% Added +2.6k +2,615
55 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 28,95329.0k $314.1k $314.1k 0.00% Added +5.0k +5,049
56 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 27,47727.5k $298.1k $298.1k 0.00% New
57 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 26,44826.4k $287.0k $287.0k 0.00% Added +1.2k +1,182
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,13826.1k $283.6k $283.6k 0.00% Reduced -6.0k -5,988
59 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 25,22625.2k $273.7k $273.7k 0.00% Reduced -19.9k -19,929
60 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 24,40424.4k $264.8k $264.8k 0.00% Added +8.1k +8,057
61 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 23,30023.3k $252.8k $252.8k 0.00% Added +9.3k +9,300
62 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 20,65020.6k $224.1k $224.1k 0.01% Reduced -36.8k -36,750
63 OXFORD ASSET MANAGEMENT LLP 0.07% of their portfolio OXFORD, X0 18,84118.8k $204.4k $204.4k 0.07% Not comparable
64 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 16,62316.6k $180.4k $180.4k 0.00% Added +1.3k +1,313
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 16,29716.3k $176.8k $176.8k 0.00% Added +416 +416
66 RBF Capital, LLC 0.01% of their portfolio RENO, NV 15,00015.0k $162.8k $162.8k 0.01% Unchanged
67 Teton Advisors, Inc. 0.10% of their portfolio Rye, NY 15,00015.0k $162.8k $162.8k 0.10% Unchanged
68 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,92013.9k $151.0k $151.0k 0.00% Reduced -171 -171
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,78013.8k $149.5k $149.5k 0.00% Unchanged
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,71913.7k $148.9k $148.9k 0.00% Reduced -63.1k -63,060
71 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 12,81912.8k $139.1k $139.1k 0.00% Unchanged
72 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,67712.7k $137.5k $137.5k 0.00% Unchanged
73 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,28712.3k $133.3k $133.3k 0.00% Reduced -3.6k -3,585
74 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 11,85411.9k $128.6k $128.6k 0.00% New
75 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 11,52111.5k $125.0k $125.0k 0.00% Reduced -1.6k -1,551
76 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 11,23211.2k $121.9k $121.9k 0.01% New
77 BOSTON FAMILY OFFICE LLC 0.01% of their portfolio BOSTON, MA 11,21511.2k $122.0k $122.0k 0.01% Reduced -3.0k -3,000
78 De Lisle Partners LLP 0.02% of their portfolio POOLE, X0 11,01611.0k $119.5k $119.5k 0.02% Unchanged
79 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,92110.9k $118.5k $118.5k 0.00% Added +241 +241
80 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 10,00110.0k $108.5k $108.5k 0.00% Reduced -2.5k -2,500
81 Anchor Investment Management, LLC 0.01% of their portfolio COLUMBIA, SC 10,00010.0k $108.5k $108.5k 0.01% Unchanged
82 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 7,6537.7k $83.0k $83.0k 0.00% Reduced -11.7k -11,749
83 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,7135.7k $62.0k $62.0k 0.00% Unchanged
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,5554.6k $49.4k $49.4k 0.00% Added +2.8k +2,767
85 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 4,2534.3k $46.1k $46.1k 0.00% Reduced -2.3k -2,314
86 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,1403.1k $34.0k $34.0k 0.00% Added +47 +47
87 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,5552.6k $27.7k $27.7k 0.00% Reduced -687 -687
88 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 2,3382.3k $25.4k $25.4k 0.00% New
89 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,1312.1k $23.1k $23.1k 0.00% Unchanged
90 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 2,0472.0k $22.2k $22.2k 0.00% Reduced -1.5k -1,478
91 Legal & General Group Plc 0.00% of their portfolio London, X0 1,9031.9k $20.6k $20.6k 0.00% Added +193 +193
92 FMR LLC 0.00% of their portfolio BOSTON, MA 1,7551.8k $19.0k $19.0k 0.00% Added +480 +480
93 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,5731.6k $17.1k $17.1k 0.00% Unchanged
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,4661.5k $15.9k $15.9k 0.00% Unchanged
95 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 1,2841.3k $13.9k $13.9k 0.00% Added +1.2k +1,215
96 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,1881.2k $12.9k $12.9k 0.00% Added +1.2k +1,179
97 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 840840 $9.0k $9.0k 0.00% Unchanged
98 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 698698 $7.6k $7.6k 0.00% Added +74 +74
99 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 692692 $7.5k $7.5k 0.00% Unchanged
100 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 678678 $7.4k $7.4k 0.00% Unchanged