13FBOX
PRIMIS FINANCIAL CORP COM · 13F Institutional Holdings
Options Calculator Rankings

PRIMIS FINANCIAL CORP COM

FRST
Institutions
145
Combined AUM (Q2 2026)
$356.1M
Combined Shares (Q2 2026)
22.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.2M
95 · 28 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.9M
45 · 16 Exit · ≈
⚖️ Net
+2.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$356.1M
Institutions
145
New Buys
28
Adds
67
Reduces
29
Exits
16
Unchanged
21
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#68$40.3M2.5M$27.1M2.0M+422,550+20.73%Add
North Reef Capital Management LP
0.77%0.52%#10$20.1M1.2M$15.1M1.1M+91,002+8.02%Add
Patriot Financial Partners GP II, L.P.
5.09%4.16%#2$19.9M1.2M$16.2M1.2M00.00%Unchanged
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#44$17.4M1.1M$15.7M1.2M-121,473-10.24%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#81$16.1M985,372$13.1M987,787-2,415-0.24%Reduce
ALLIANCEBERNSTEIN L.P.
0.01%0.01%#37$15.9M1.2M$16.6M1.2M+3,420+0.29%Add
MENDON CAPITAL ADVISORS CORP
5.38%6.3%#1$15.2M929,735$16.3M1.2M-294,808-24.07%Reduce
TWO SIGMA INVESTMENTS, LP
0.01%<0.01%#27$15.1M923,711$5.6M418,376+505,335+120.78%Add
MALTESE CAPITAL MANAGEMENT LLC
2.68%2.47%#4$14.7M897,100$12.5M945,000-47,900-5.07%Reduce
BANC FUNDS CO LLC
2.36%2.16%#6$14.3M872,961$11.6M872,96100.00%Unchanged
Curi Capital, LLC
0.2%0.24%#14$13.1M801,797$13.3M1.0M-202,491-20.16%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#75$8.8M536,724$6.6M498,327+38,397+7.71%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#42$8.6M527,939$2.3M171,309+356,630+208.18%Add
SALZHAUER MICHAEL
2.18%4.32%#7$7.7M471,795$9.2M689,921-218,126-31.62%Reduce
STATE STREET CORP
<0.01%<0.01%#89$7.0M430,454$5.6M420,178+10,276+2.45%Add
CSM Advisors, LLC
0.13%0.12%#17$6.0M364,425$4.8M364,825-400-0.11%Reduce
PRUDENTIAL FINANCIAL INC
0.01%<0.01%#36$5.7M346,145$2.2M165,645+180,500+108.97%Add
Qube Research & Technologies Ltd
<0.01%<0.01%#39$5.1M312,943$2.6M192,408+120,535+62.65%Add
Connor, Clark & Lunn Investment Management Ltd.
0.01%<0.01%#31$4.6M283,551$2.1M160,436+123,115+76.74%Add
CORBYN INVESTMENT MANAGEMENT INC/MD
1.28%#8$4.4M270,282$00+270,282New Buy
PL Capital Advisors, LLC
1.08%0.95%#9$3.9M237,241$3.2M237,24100.00%Unchanged
Nuveen, LLC
<0.01%<0.01%#62$3.9M235,374$2.1M155,225+80,149+51.63%Add
Petiole USA ltd
2.71%2.14%#3$3.8M230,222$3.1M230,22200.00%Unchanged
EJF Capital LP
2.5%1.77%#5$3.7M228,204$2.5M189,504+38,700+20.42%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#38$3.7M223,070$3.6M270,170-47,100-17.43%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#57$3.6M217,841$1.4M108,138+109,703+101.45%Add
ALGERT GLOBAL LLC
0.04%#23$3.5M211,466$00+211,466New Buy
FRANKLIN RESOURCES INC
<0.01%#67$3.3M200,271$00+200,271New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#86$3.1M192,243$1.4M104,797+87,446+83.44%Add
Trexquant Investment LP
0.02%0.01%#26$3.0M185,481$1.0M78,059+107,422+137.62%Add
NORTHERN TRUST CORP
<0.01%<0.01%#83$2.9M174,182$2.1M156,807+17,375+11.08%Add
MORGAN STANLEY
<0.01%<0.01%#95$2.8M170,097$1.5M145,915+24,182+16.57%Add
FIRST MANHATTAN CO. LLC.
0.01%0.01%#33$2.7M166,901$2.2M166,90100.00%Unchanged
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#59$2.6M160,773$751,28056,572+104,201+184.19%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.04%0.04%#21$2.5M153,825$2.1M156,853-3,028-1.93%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#103$2.5M150,256$1.6M121,367+28,889+23.80%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.04%0.04%#22$2.4M148,507$1.8M135,064+13,443+9.95%Add
MARSHALL WACE, LLP
<0.01%<0.01%#50$2.4M145,343$388,35929,244+116,099+397.00%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#73$2.3M142,621$1.7M130,364+12,257+9.40%Add
Bank of New York Mellon Corp
<0.01%<0.01%#80$2.3M138,086$1.7M127,233+10,853+8.53%Add
SEGALL BRYANT & HAMILL, LLC
0.03%0.02%#25$2.2M131,475$1.3M98,080+33,395+34.05%Add
Integrated Quantitative Investments LLC
0.24%#13$1.5M89,505$00+89,505New Buy
STATE OF WISCONSIN INVESTMENT BOARD
<0.01%<0.01%#47$1.4M85,114$457,66934,463+50,651+146.97%Add
Numerai GP LLC
0.11%0.05%#18$1.4M83,443$524,33439,483+43,960+111.34%Add
VICTORY CAPITAL MANAGEMENT INC
<0.01%<0.01%#64$1.3M81,150$1.1M80,200+950+1.18%Add
GSA CAPITAL PARTNERS LLP
0.08%0.07%#19$1.3M77,480$1.1M82,673-5,193-6.28%Reduce
LAZARD ASSET MANAGEMENT LLC
<0.01%#51$1.2M70,946$00+70,946New Buy
Pinnacle Holdings, LLC
0.34%#12$1.1M68,048$00+68,048New Buy
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#104$1.1M66,100$690,00051,906+14,194+27.35%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#96$1.1M64,385$751,03756,554+7,831+13.85%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow