FRSTNasdaqState Commercial BanksFiscal year ends December 31
Primis Financial Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$15.40−0.07 (-0.45%)
Close on Oct 19, 2026
- Market cap
- $381.74M
- P/E (TTM)
- 7.1
- Dividend yield
- 2.60%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
88.7%
22M of 25M shares
Institutional holders
144
25 new, 12 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
35 buys · 0 sales
Net bought $426.71K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,832,377 | 7.40% | 13G (passive) amendment | Dec 31, 2023 |
| W. Kirk Wycoff | 1,317,531 | 5.35% | 13D (active) | Aug 12, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FRST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,461,114 | 9.92% | $40.29M | +422,550 | 0.00% |
| North Reef Capital Management LP | 1,226,283 | 4.94% | $20.07M | +91,002 | 0.77% |
| Patriot Financial Partners GP II, L.P. | 1,217,531 | 4.91% | $19.93M | – | 5.09% |
| Alliancebernstein L.P. | 1,196,270 | 4.82% | $15.89M | +3,420 | 0.01% |
| Dimensional Fund Advisors LP | 1,064,320 | 4.29% | $17.42M | −121,473 | 0.00% |
| Vanguard Capital Management LLC | 985,372 | 3.97% | $16.13M | −2,415 | 0.00% |
| Mendon Capital Advisors Corp | 929,735 | 3.75% | $15.22M | −294,808 | 5.38% |
| Two Sigma Investments, LP | 923,711 | 3.72% | $15.12M | +505,335 | 0.01% |
| Maltese Capital Management LLC | 897,100 | 3.62% | $14.69M | −47,900 | 2.68% |
| Banc Funds Co LLC | 872,961 | 3.52% | $14.29M | – | 2.36% |
| RMB Capital Management, LLC | 801,797 | 3.23% | $13.13M | −202,491 | 0.20% |
| Geode Capital Management, LLC | 536,724 | 2.16% | $8.79M | +38,397 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 527,939 | 2.13% | $8.64M | +356,630 | 0.00% |
| Salzhauer Michael | 471,795 | 1.90% | $7.72M | −218,126 | 2.64% |
| State Street Corp | 430,454 | 1.74% | $7.05M | +10,276 | 0.00% |
| CSM Advisors, LLC | 364,425 | 1.47% | $5.97K | −400 | 0.13% |
| Prudential Financial Inc | 346,145 | 1.40% | $5.67M | +180,500 | 0.01% |
| Qube Research & Technologies Ltd | 312,943 | 1.26% | $5.12M | +120,535 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 283,551 | 1.14% | $4.64M | +123,115 | 0.01% |
| Corbyn Investment Management Inc/Md | 270,282 | 1.09% | $4.42M | – | 1.28% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 144 | 22M | 88.7% | 25 / 68 | 29 / 12 | 4M | 2M |
| Q1 2026 | 135 | 20M | 80.9% | 25 / 45 | 37 / 9 | 2M | 1M |
| Q4 2025 | 122 | 20M | 80.1% | 13 / 46 | 40 / 12 | 1M | 1M |
| Q3 2025 | 123 | 20M | 79.1% | 15 / 45 | 36 / 9 | 3M | 2M |
| Q2 2025 | 119 | 20M | 78.9% | 13 / 42 | 40 / 15 | 2M | 1M |
| Q1 2025 | 122 | 19M | 78.1% | 15 / 45 | 36 / 10 | 2M | 2M |
| Q4 2024 | 119 | 19M | 77.4% | 13 / 39 | 38 / 17 | 1M | 1M |
| Q3 2024 | 123 | 19M | 76.5% | 10 / 48 | 34 / 12 | 4M | 1M |
| Q2 2024 | 126 | 18M | 72.3% | 24 / 46 | 31 / 16 | 1M | 2M |
| Q1 2024 | 119 | 19M | 76.8% | 15 / 37 | 40 / 10 | 2M | 1M |
| Q4 2023 | 114 | 19M | 75.3% | 21 / 39 | 28 / 12 | 3M | 2M |
| Q3 2023 | 105 | 17M | 70.3% | 6 / 26 | 36 / 7 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FRST | Value | % of fund | As of |
|---|---|---|---|---|---|
| RMB Mendon Financial Services Fund | 800,000 | 3.23% | $13.10M | 5.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 726,061 | 2.93% | $11.89M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 682,611 | 2.75% | $11.17M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 325,020 | 1.31% | $5.21M | 0.03% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 239,802 | 0.97% | $3.84M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 233,877 | 0.94% | $3.83M | 0.00% | Jun 30, 2026 |
| Cromwell Greenspring Mid Cap Fund | 209,589 | 0.85% | $3.43M | 2.52% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 196,082 | 0.79% | $3.21M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 159,905 | 0.64% | $2.62M | 0.02% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 120,138 | 0.48% | $1.92M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 110,762 | 0.45% | $1.77M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 108,175 | 0.44% | $1.56M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 107,885 | 0.44% | $1.56M | 0.01% | May 31, 2026 |
| North Square Dynamic Small Cap Fund | 97,052 | 0.39% | $1.40M | 0.18% | May 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 93,573 | 0.38% | $1.35M | 0.03% | May 29, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Dennis J. Zember JR | President/CEO, Director | 270,981 | 1.09% | Mar 6, 2026 |
| Anurag Sharma | EVP, Chief Information Officer | 694 | 0.00% | Jun 3, 2026 |
| Marie Taylor Leibson | EVP, Chief Credit Officer | 78,610 | 0.32% | Mar 9, 2026 |
| Cheryl Wood | EVP, Chief Admin Officer | 15,489 | 0.06% | Mar 6, 2026 |
| Rickey Allen Fulk | EVP, President | 18,074 | 0.07% | Mar 6, 2026 |
| Ann-Stanton C. Gore | EVP, Chief Marketing Officer | 13,840 | 0.06% | Mar 6, 2026 |
| Matthew Alan Switzer | EVP, CFO | 101,445 | 0.41% | Mar 6, 2026 |
| Donald Charles Savino | EVP, Chief Risk Officer | 7,500 | 0.03% | Dec 2, 2025 |
| Susan B. Williamson | EVP, Director of Reg Relations | 8,397 | 0.03% | Feb 7, 2025 |
| Ryan Lysaght Gorney | Chief Information Officer | 0 | – | Jan 29, 2025 |
| Eric Alan Johnson | Director | 52,744 | 0.21% | Sep 10, 2026 |
| Margaret M. Weichert | Director | 734 | 0.00% | Sep 3, 2026 |
| Jason Brock Saunders | Director | 500 | 0.00% | Jun 12, 2026 |
| F. L. Garrett Iii | Director | 55,032 | 0.22% | Jun 11, 2026 |
| Scott R. Gamble | Director | 3,100 | 0.01% | Jun 4, 2026 |
| Robert Yates Clagett | Director | 53,665 | 0.22% | May 20, 2026 |
| John Fitzgerald Biagas | Director | 91,944 | 0.37% | Mar 13, 2026 |
| Deborah Diaz | Director | 21,122 | 0.09% | Mar 12, 2026 |
| William Rand Cook | Director | 46,203 | 0.19% | Feb 11, 2026 |
| Charles A. Kabbash | Director | 65,372 | 0.26% | Dec 16, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Eric Alan Johnson Director | Sep 9, 2026 | Buy | +1,565 | $15.95 | $24.96K | 52,447 |
| Eric Alan Johnson Director | Sep 1, 2026 | Buy | +1,280 | $15.60 | $19.97K | 50,882 |
| Margaret M. Weichert Director | Sep 1, 2026 | Buy | +100 | $15.75 | $1.58K | 734 |
| Margaret M. Weichert Director | Aug 20, 2026 | Buy | +110 | $16.00 | $1.76K | 634 |
| Margaret M. Weichert Director | Aug 6, 2026 | Buy | +100 | $16.27 | $1.63K | 424 |
| Margaret M. Weichert Director | Aug 6, 2026 | Buy | +100 | $16.37 | $1.64K | 524 |
| Jason Brock Saunders Director | Jun 11, 2026 | Buy | +500 | $15.20 | $7.60K | 500 |
| F. L. Garrett Iii Director | Jun 9, 2026 | Buy | +155 | $15.24 | $2.36K | 48,339 |
| F. L. Garrett Iii Director | Jun 8, 2026 | Buy | +250 | $15.03 | $3.76K | 48,184 |
| F. L. Garrett Iii Director | Jun 5, 2026 | Buy | +125 | $15.00 | $1.88K | 47,934 |
| F. L. Garrett Iii Director | Jun 4, 2026 | Buy | +125 | $14.75 | $1.84K | 47,809 |
| F. L. Garrett Iii Director | Jun 3, 2026 | Buy | +450 | $14.50 | $6.53K | 47,684 |
| Scott R. Gamble Director | Jun 3, 2026 | Buy | +1,711 | $14.59 | $24.96K | 3,100 |
| Anurag Sharma EVP, Chief Information Officer | Jun 3, 2026 | Buy | +694.2 | $14.40 | $10.00K | 694 |
| F. L. Garrett Iii Director | Jun 2, 2026 | Buy | +250 | $14.75 | $3.69K | 47,234 |
| F. L. Garrett Iii Director | Jun 1, 2026 | Buy | +350 | $14.30 | $5.01K | 46,984 |
| Scott R. Gamble Director | Jun 1, 2026 | Buy | +1,389 | $14.39 | $19.99K | 1,389 |
| F. L. Garrett Iii Director | May 29, 2026 | Buy | +250 | $14.40 | $3.60K | 46,634 |
| F. L. Garrett Iii Director | May 28, 2026 | Buy | +250 | $14.50 | $3.63K | 46,384 |
| F. L. Garrett Iii Director | May 27, 2026 | Buy | +250 | $14.51 | $3.63K | 46,134 |
| F. L. Garrett Iii Director | May 26, 2026 | Buy | +354 | $14.49 | $5.13K | 45,884 |
| F. L. Garrett Iii Director | May 22, 2026 | Buy | +290 | $14.40 | $4.18K | 45,530 |
| Robert Yates Clagett Director | May 19, 2026 | Buy | +1,421 | $14.00 | $19.89K | 53,665 |
| Robert Yates Clagett Director | May 14, 2026 | Buy | +1,410 | $14.16 | $19.97K | 52,244 |
| John Fitzgerald Biagas Director | Mar 12, 2026 | Buy | +1,925 | $12.80 | $24.64K | 91,944 |
| John Fitzgerald Biagas Director | Mar 11, 2026 | Buy | +1,550 | $12.75 | $19.76K | 90,019 |
| Marie Taylor Leibson EVP, Chief Credit Officer | Mar 9, 2026 | Option exercise | +5,500 | $11.99 | $65.95K | 68,848 |
| Deborah Diaz Director | Mar 6, 2026 | Buy | +1,050 | $12.77 | $13.41K | 21,122 |
| Dennis J. Zember JR President/CEO, Director | Mar 5, 2026 | Option exercise | +50,964 | – | – | 270,981 |
| Ann-Stanton C. Gore EVP, Chief Marketing Officer | Mar 5, 2026 | Option exercise | +1,969 | – | – | 13,840 |
| Matthew Alan Switzer EVP, CFO | Mar 5, 2026 | Option exercise | +5,219 | – | – | 101,445 |
| Rickey Allen Fulk EVP, President | Mar 5, 2026 | Option exercise | +2,297 | – | – | 18,074 |
| Cheryl Wood EVP, Chief Admin Officer | Mar 5, 2026 | Option exercise | +3,469 | – | – | 15,441 |
| Marie Taylor Leibson EVP, Chief Credit Officer | Mar 5, 2026 | Option exercise | +3,469 | – | – | 63,348 |
| William Rand Cook Director | Feb 10, 2026 | Buy | +1,770 | $14.17 | $25.08K | 46,203 |
| William Rand Cook Director | Feb 5, 2026 | Buy | +1,410 | $14.26 | $20.11K | 44,433 |
| Matthew Alan Switzer EVP, CFO | Feb 3, 2026 | Buy | +2,500 | $14.06 | $35.15K | 96,226 |
| Matthew Alan Switzer EVP, CFO | Dec 18, 2025 | Award | +4,500 | – | – | 93,726 |
| Cheryl Wood EVP, Chief Admin Officer | Dec 18, 2025 | Award | +4,500 | – | – | 11,972 |
| Dennis J. Zember JR President/CEO, Director | Dec 18, 2025 | Award | +20,250 | – | – | 220,017 |
| Rickey Allen Fulk EVP, President | Dec 18, 2025 | Award | +5,250 | – | – | 15,777 |
| Ann-Stanton C. Gore EVP, Chief Marketing Officer | Dec 18, 2025 | Award | +4,500 | – | – | 11,871 |
| Marie Taylor Leibson EVP, Chief Credit Officer | Dec 18, 2025 | Award | +4,500 | – | – | 59,879 |
| Deborah Diaz Director | Dec 10, 2025 | Buy | +1,608 | $12.34 | $19.84K | 20,072 |
| Robert Yates Clagett Director | Nov 13, 2025 | Buy | +2,268 | $10.98 | $24.90K | 50,834 |
| Robert Yates Clagett Director | Nov 11, 2025 | Buy | +1,830 | $10.84 | $19.84K | 48,566 |
| Eric Alan Johnson Director | Oct 28, 2025 | Buy | +300 | $10.71 | $3.21K | 39,980 |
| Eric Alan Johnson Director | Oct 28, 2025 | Buy | +2,020 | $10.70 | $21.61K | 39,680 |
| Eric Alan Johnson Director | Sep 9, 2025 | Buy | +1,818 | $11.00 | $20.00K | 37,660 |
| F. L. Garrett Iii Director | Aug 6, 2025 | Buy | +2,261 | $11.07 | $25.03K | 45,240 |
| F. L. Garrett Iii Director | Aug 5, 2025 | Buy | +1,810 | $11.02 | $19.95K | 42,979 |
| John Fitzgerald Biagas Director | Mar 12, 2025 | Buy | +10,000 | $9.97 | $99.70K | 88,469 |
| Susan B. Williamson EVP, Director of Reg Relations | Feb 6, 2025 | Buy | +2,800 | $11.15 | $31.22K | 8,397 |
| William Rand Cook Director | Feb 6, 2025 | Buy | +2,242 | $11.15 | $25.00K | 28,901 |
| Susan B. Williamson EVP, Director of Reg Relations | Feb 5, 2025 | Buy | +220 | $11.05 | $2.43K | 5,597 |
| William Rand Cook Director | Feb 4, 2025 | Buy | +1,850 | $10.98 | $20.31K | 9,387 |
| John Fitzgerald Biagas Director | Feb 4, 2025 | Buy | +2,298 | $10.86 | $24.96K | 78,469 |
| John Fitzgerald Biagas Director | Feb 3, 2025 | Buy | +1,805 | $11.05 | $19.95K | 76,171 |
| F. L. Garrett Iii Director | Dec 13, 2024 | Buy | +3,660 | $12.32 | $45.09K | 41,169 |
| Charles A. Kabbash Director | Dec 13, 2024 | Sale | −11,183 | $12.19 | $136.32K | 65,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.