As of the latest SEC filings, Primis Financial Corp. (FRST) is held by 141 institutional funds. The largest fund shareholder is RMB Mendon Financial Services Fund (RMBKX), holding an estimated $13,313,080.48 in market value, representing 5.86% of its portfolio.
Funds holding Primis Financial Corp. (FRST)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FRST
- CIK:
- 0001325670
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 5.86% | $13,313,080.48 | 1,002,491 | Mar 31, 2026 | May 21, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $9,642,090.08 | 726,061 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $7,291,158.24 | 549,033 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $4,764,793.20 | 325,020 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,116,869.12 | 234,704 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $3,071,284.66 | 209,501 | Apr 30, 2026 | Jun 26, 2026 |
|
GRSPX
Cromwell Greenspring Mid Cap Fund
|
MF | Independent / Boutique | 2.31% | $2,783,341.92 | 209,589 | Mar 31, 2026 | May 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,448,579.68 | 184,381 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,623,770.92 | 110,762 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $1,504,878.32 | 102,652 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,432,214.99 | 108,419 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,377,948.31 | 104,311 | Feb 28, 2026 | Apr 28, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.03% | $1,255,253.83 | 95,023 | Feb 27, 2026 | Apr 24, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,186,125.94 | 80,909 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $1,134,640.02 | 77,397 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $883,235.68 | 60,248 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $882,356.08 | 60,188 | Apr 30, 2026 | Jun 29, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.04% | $742,338.72 | 55,899 | Mar 31, 2026 | Jun 1, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.02% | $708,647.36 | 53,362 | Mar 31, 2026 | May 27, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $706,177.28 | 53,176 | Mar 31, 2026 | May 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.03% | $694,595.01 | 52,581 | Feb 28, 2026 | Apr 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $676,133.86 | 46,121 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $625,600.84 | 42,674 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.03% | $622,924.96 | 46,907 | Mar 31, 2026 | Jun 1, 2026 |
|
BBTSX
Bridge Builder Tax Managed Small/Mid Cap Fund
|
MF | Independent / Boutique | 0.02% | $589,353.12 | 44,379 | Mar 31, 2026 | May 22, 2026 |
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