Titelia

Fund shareholders of Primis Financial Corp.

ISIN US74167B1098 · United States · LEI 549300JNX3M2EENG1F11

Fund shareholders
141
Of which ETFs
24 117 other funds
Value held
75.8M $
Share of capital
22.5 % of 24.8M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
RMB Mendon Financial Services Fund RMB Investors Trust 1,002,49113.3M $5.86 %4.04 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 726,0619.6M $0.00 %2.93 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 549,0337.3M $0.01 %2.21 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 325,0204.8M $0.03 %1.31 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 234,7043.1M $0.00 %0.95 %as of Mar 31, 2026
Cromwell Greenspring Mid Cap Fund Total Fund Solution 209,5892.8M $2.31 %0.85 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 209,5013.1M $0.01 %0.84 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 184,3812.4M $0.02 %0.74 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 119,4821.6M $0.00 %0.48 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 110,7621.6M $0.01 %0.45 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 108,4191.4M $0.00 %0.44 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 104,3111.4M $0.01 %0.42 %as of Feb 28, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 102,6521.5M $0.02 %0.41 %as of Apr 30, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 95,0231.3M $0.03 %0.38 %as of Feb 27, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 80,9091.2M $0.01 %0.33 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,3971.1M $0.02 %0.31 %as of Apr 30, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 60,248883.2K $0.01 %0.24 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 60,188882.4K $0.00 %0.24 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 55,899742.3K $0.04 %0.23 %as of Mar 31, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 53,362708.6K $0.02 %0.22 %as of Mar 31, 2026
iShares Micro-Cap ETF iShares Trust 53,176706.2K $0.06 %0.21 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 52,581694.6K $0.03 %0.21 %as of Feb 28, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 46,121676.1K $0.01 %0.19 %as of Apr 30, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 44,379589.4K $0.02 %0.18 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 43,700580.3K $0.84 %0.18 %as of Mar 31, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 42,674625.6K $0.00 %0.17 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 38,381507K $0.00 %0.15 %as of Feb 28, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 36,557485.5K $0.39 %0.15 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 36,156530K $0.00 %0.15 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 35,857476.2K $0.01 %0.14 %as of Mar 31, 2026
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 31,600419.6K $0.03 %0.13 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,207428.2K $0.00 %0.12 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 28,606377.9K $0.00 %0.12 %as of Feb 28, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 26,604353.3K $0.02 %0.11 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,879317.1K $0.01 %0.10 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 20,974278.5K $0.01 %0.08 %as of Mar 31, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 20,000265.6K $0.31 %0.08 %as of Mar 31, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 19,074253.3K $0.02 %0.08 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,506271.3K $0.01 %0.07 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,579219K $0.00 %0.07 %as of Feb 28, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 15,980212.2K $0.01 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 15,213201K $0.02 %0.06 %as of Feb 28, 2026
TETON Westwood Mighty Mites Fund Teton Westwood Funds 15,000199.2K $0.11 %0.06 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,000199.2K $0.01 %0.06 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,364210.6K $0.00 %0.06 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 13,714182.1K $0.00 %0.06 %as of Mar 31, 2026
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 13,630181K $0.02 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,308176.7K $0.00 %0.05 %as of Mar 31, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 13,175175K $0.00 %0.05 %as of Mar 31, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 12,494183.2K $0.01 %0.05 %as of Apr 30, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,950144.6K $0.08 %0.04 %as of Feb 28, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 10,789142.5K $0.01 %0.04 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,628141.1K $0.00 %0.04 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 10,278150.7K $0.00 %0.04 %as of Apr 30, 2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,202134.8K $0.05 %0.04 %as of Feb 28, 2026
iShares Russell 3000 ETF iShares Trust 9,840130.7K $0.00 %0.04 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 9,761129.6K $0.01 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 9,239135.4K $0.01 %0.04 %as of Apr 30, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 8,689115.4K $0.16 %0.04 %as of Mar 31, 2026
SMALL CAP EQUITY FUND GuideStone Funds 8,610114.3K $0.01 %0.03 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 8,462111.8K $0.01 %0.03 %as of Feb 28, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 8,290110.1K $0.02 %0.03 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 7,876104K $0.10 %0.03 %as of Feb 28, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,690102.1K $0.01 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,36997.9K $0.01 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,16995.2K $0.00 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,00093K $0.01 %0.03 %as of Mar 31, 2026
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 6,99192.8K $0.03 %0.03 %as of Mar 31, 2026
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 6,86391.1K $0.05 %0.03 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,00079.3K $0.01 %0.02 %as of Feb 28, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 5,78584.8K $0.00 %0.02 %as of Apr 30, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,51673.3K $0.01 %0.02 %as of Mar 31, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 5,21069.2K $0.05 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,57360.7K $0.01 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,23556.2K $0.01 %0.02 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 4,18055.5K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 4,08754.3K $0.01 %0.02 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,76149.9K $0.03 %0.02 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,46550.8K $0.01 %0.01 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,29443.7K $0.01 %0.01 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,20046.9K $0.00 %0.01 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,13941.5K $0.02 %0.01 %as of Feb 28, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,09241.1K $0.00 %0.01 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,05440.6K $0.02 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,05144.7K $0.00 %0.01 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,94139.1K $0.01 %0.01 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,73740.1K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,57537.7K $0.00 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,53037.1K $0.01 %0.01 %as of Apr 30, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,52533.5K $0.01 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,47932.9K $0.01 %0.01 %as of Mar 31, 2026
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,44432.5K $0.02 %0.01 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,39631.7K $0.03 %0.01 %as of Feb 28, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,27133.3K $0.00 %0.01 %as of Apr 30, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,22429.5K $0.03 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,07230.4K $0.00 %0.01 %as of Apr 30, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,94228.5K $0.00 %0.01 %as of Apr 30, 2026
Longview Advantage ETF RBB Fund Trust 1,89525K $0.00 %0.01 %as of Feb 28, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,88125K $0.02 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,85824.7K $0.01 %0.01 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
RMB Mendon Financial Services Fund RMB Investors Trust 5.86 %as of Mar 31, 2026
Cromwell Greenspring Mid Cap Fund Total Fund Solution 2.31 %as of Mar 31, 2026
Victory Integrity Discovery Fund Victory Portfolios 0.84 %as of Mar 31, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.39 %as of Mar 31, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.31 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 0.16 %as of Mar 31, 2026
TETON Westwood Mighty Mites Fund Teton Westwood Funds 0.11 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 0.10 %as of Feb 28, 2026
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 0.08 %as of Feb 28, 2026
Small Company Value Portfolio Wilshire Mutual Funds Inc 0.07 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2141+85,573,825+0.8 %
2026Q113305,531,482-4.9 %
2025Q4133-15,818,926-2.1 %
2025Q3134-65,941,496+0.8 %
2025Q2140-55,892,840-2.8 %
2025Q1145-36,060,372-0.6 %
2024Q4148+16,095,001+3.2 %
2024Q3147-15,905,469+1.6 %
2024Q2148+65,810,903-0.5 %
2024Q1142+15,842,933+2.3 %
2023Q41415,713,092

Institutional managers

129 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.2,038,56427.1M $as of Mar 31, 2026
MENDON CAPITAL ADVISORS CORP1,224,54316.3M $as of Mar 31, 2026
Patriot Financial Partners GP II, L.P.1,217,53116.2M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,192,85016.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,185,79315.7M $as of Mar 31, 2026
North Reef Capital Management LP1,135,28115.1M $as of Mar 31, 2026
Curi Capital, LLC1,004,28813.3M $as of Mar 31, 2026
MALTESE CAPITAL MANAGEMENT LLC945,00012.5M $as of Mar 31, 2026
BANC FUNDS CO LLC872,96111.6M $as of Mar 31, 2026
Fourthstone LLC731,3589.7M $as of Mar 31, 2026
SALZHAUER MICHAEL689,9219.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC498,3276.6M $as of Mar 31, 2026
STATE STREET CORP420,1785.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP418,3765.6M $as of Mar 31, 2026
CSM Advisors, LLC364,8254.8K $as of Mar 31, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD270,2823.6M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC270,1703.6M $as of Mar 31, 2026
PL Capital Advisors, LLC237,2413.2M $as of Mar 31, 2026
Petiole USA ltd230,2223.1M $as of Mar 31, 2026
Qube Research & Technologies Ltd192,4082.6M $as of Mar 31, 2026
EJF Capital LP189,5042.5M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP171,3092.3M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.166,9012.2M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC165,6452.2M $as of Mar 31, 2026
MORGAN STANLEY164,3162.2M $as of Mar 31, 2026

Declared shareholders of Primis Financial Corp.

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Castle Creek Capital Partners VII, LP and 1 other4.40 %1,076,499as of Apr 17, 2026 · SCHEDULE 13D

Funds holding the debt of Primis Financial Corp.

1 fund declares one bond line of this company. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Thompson Bond Fund12M $as of Feb 28, 2026
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Titelia. "Fund shareholders of Primis Financial Corp.". https://titelia.com/en/stocks/primis-financial-corp-US74167B1098