FRST Home Investment Highlights Valuation & Metrics Price Chart Why The Stock Moved Return vs. Risk About FRST Interactive Breakdown Better Bets vs. FRST Latest Trefis Analyses Trade Ideas More From Trefis Peer Comparisons FDIC Bank Data FDA Approved Drugs Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Forward Guidance Insider Activity Investor Activity (13F) Trade Sentinel Investor Videos Industry Resource Links External Quote Links

    Primis Financial (FRST)

    Market Price (8/7/2026): $16.29 | Market Cap: $401.8 MilSector: Financials | Industry: Regional Banks

    Primis Financial (FRST)

    Market Price (8/7/2026): $16.29
    Market Cap: $401.8 Mil
    Sector: Financials
    Industry: Regional Banks

    Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

    0

    Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 14%, Dividend Yield is 2.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.7%

    Low stock price volatility
    Vol 12M is 30%

    Megatrend and thematic drivers
    Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending.

    Trading close to highs
    Dist 52W High is -2.8%, Dist 3Y High is -2.8%

    Weak multi-year price returns
    2Y Excs Rtn is -3.1%

    Weak revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg QQuarterly Revenue Change % is -22%

    Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -51%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -51%

    Key risks
    FRST key risks include [1] a potential Nasdaq delisting stemming from its failure to timely file financial reports and acknowledged material weaknesses in internal controls, Show more.

    0 Attractive yield
    Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 14%, Dividend Yield is 2.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.7%
    1 Low stock price volatility
    Vol 12M is 30%
    2 Megatrend and thematic drivers
    Megatrends include Fintech & Digital Payments. Themes include Online Banking & Lending.
    3 Trading close to highs
    Dist 52W High is -2.8%, Dist 3Y High is -2.8%
    4 Weak multi-year price returns
    2Y Excs Rtn is -3.1%
    5 Weak revenue growth
    Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg QQuarterly Revenue Change % is -22%
    6 Not cash flow generative
    CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -51%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -51%
    7 Key risks
    FRST key risks include [1] a potential Nasdaq delisting stemming from its failure to timely file financial reports and acknowledged material weaknesses in internal controls, Show more.

    FRST in ETFs

    Weight = FRST's share of each fund

    IWM0.01%
    IWN0.02%
    VTWO0.01%
    IWO0.01%
    DFAS0.01%
    AVUV0.00%
    DFAC0.00%
    IWV0.00%

    Valuation & Metrics

    FYE: 12/31FRST [1]S&P 500 [2]
    REVENUE GROWTH
    LTM Revenue [3]$152.4 Mil—
    FY 2026 Sales$198.5 Mil—
    FY 2027 Sales$212.2 Mil—
    FY 2026 Sales Growth30.3%—
    FY 2027 Sales Growth6.9%13.0%
    EARNINGS
    LTM Net Income (GAAP) [3]$46.1 Mil—
    FY 2026 Net Income (Non-GAAP)$35.6 Mil—
    FY 2027 Net Income (Non-GAAP)$47.8 Mil—
    FY 2027 Net Income Growth34.3%19.0%
    FY 2026 EPS (Non-GAAP)$1.45—
    FY 2027 EPS (Non-GAAP)$1.94—
    FY 2027 EPS Growth34.3%—
    VALUATION
    FY 2026 P/S2.01.7
    FY 2027 P/S1.9—
    FY 2026 P/E11.38.1
    FY 2027 P/E8.4—

    [1] FRST forward figures are analyst consensus for the next two fiscal years (fiscal year end 12/31). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
    [2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 8/31/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
    [3] LTM = reported trailing-twelve-month actuals (GAAP).
    FRSTS&P 500
    REVENUE GROWTHVERY POOR
    Rev LTM ($ Bil)0.2
    Rev Chg Q-22.3%9.3%
    Rev Chg LTM-10.6%7.9%
    Rev Chg 3Y Avg4.4%5.8%
    PROFITABILITYVERY GOOD
    Op Inc LTM ($ Bil)�
    CFO LTM ($ Bil)-0.1
    Net Inc LTM ($ Bil)0.0
    CFO/Rev LTM-51.2%21.8%
    Net Inc Mgn30.3%13.0%
    VALUATIONLOW
    P/S2.63.3
    P/CFO-5.215.7
    P/FCF-5.120.3
    P/E8.724.1

    AI Analysis | Feedback

    MetricValueDateSource
    Core Bank loans2.1 billion9302025Link
    Panacea Financial loans548 million9302025Link
    Mortgage warehouse outstandings327 million9302025Link
    Approved lines for consumer loan program1.0 billion9302025Link
    Digital platform deposits1.0 billion9302025Link
    Panacea customer deposits133 million9302025Link
    Mortgage loan closings323 million6302025Link
    Number of full-service branches249302025Link
    Number of Employees59212312024Link

    Price Chart

    Recent
    7/23/2026Earnings ReleaseRev: $50 Mil (A) vs. $48 Mil (E)
    EPS: 0.23 (A) vs. $0.38 (E)
    Upcoming
    8/07/2026DividendAmount: $0.10
    Payment On: 8/21/2026
    10/22/2026Earnings ReleaseRev: $50 Mil (E)
    EPS: $0.45 (E)

    Why The Stock Moved

    Qualitative Assessment

    AI Analysis | Feedback

    Updated on 8/1/2026

    Primis Financial (FRST) stock has gained about 10% since 4/30/2026 because of the following key factors:

    1. Strong Financial Performance in Fiscal Q2 2026. Primis Financial reported a significant increase in net income and earnings per share (EPS) for the fiscal second quarter of 2026, which ended June 30, 2026. Net income available to common shareholders reached $9.4 million, or $0.38 per diluted share, a substantial increase from $2.4 million, or $0.10 per diluted share, in the prior year's fiscal Q2. The company's revenue also significantly surpassed consensus estimates, posting $55.8 million against an estimated $34.4 million, representing a 62% beat.

    2. Expanded Net Interest Margin and Improved Asset Quality. The company demonstrated enhanced profitability with its net interest margin (NIM) climbing to 3.45% in fiscal Q2 2026, up from 2.86% in the same period last year. This was supported by a reduction in the cost of deposits, which declined to 2.25% in fiscal Q2 2026 from 2.52% a year earlier. Furthermore, asset quality improved significantly, with classified loans as a percentage of total loans decreasing to 2.72% from 4.32% in the prior quarter, and non-performing assets to total assets improving to 1.45% from 2.35% at March 31, 2026.

    Show more
    Updated on 8/1/2026

    Primis Financial (FRST) stock has gained about 10% since 4/30/2026 because of the following key factors:

    1. Strong Financial Performance in Fiscal Q2 2026. Primis Financial reported a significant increase in net income and earnings per share (EPS) for the fiscal second quarter of 2026, which ended June 30, 2026. Net income available to common shareholders reached $9.4 million, or $0.38 per diluted share, a substantial increase from $2.4 million, or $0.10 per diluted share, in the prior year's fiscal Q2. The company's revenue also significantly surpassed consensus estimates, posting $55.8 million against an estimated $34.4 million, representing a 62% beat.

    2. Expanded Net Interest Margin and Improved Asset Quality. The company demonstrated enhanced profitability with its net interest margin (NIM) climbing to 3.45% in fiscal Q2 2026, up from 2.86% in the same period last year. This was supported by a reduction in the cost of deposits, which declined to 2.25% in fiscal Q2 2026 from 2.52% a year earlier. Furthermore, asset quality improved significantly, with classified loans as a percentage of total loans decreasing to 2.72% from 4.32% in the prior quarter, and non-performing assets to total assets improving to 1.45% from 2.35% at March 31, 2026.

    3. Robust Growth in Mortgage and Specialized Banking Segments. Despite macroeconomic headwinds, Primis Mortgage achieved a 30% increase in closed mortgage volume, reaching $421 million in fiscal Q2 2026 compared to the same quarter in 2025. Mortgage warehouse lending also experienced strong growth, with outstanding loan balances up 18% from the previous quarter and 195% year-over-year to $544 million at June 30, 2026. Additionally, Panacea Financial, the company's specialized banking platform for healthcare professionals, saw deposits increase by 52% and loans grow by 22% year-over-year in fiscal Q2 2026.

    4. Increase in Tangible Book Value. Primis Financial reported a notable increase in its tangible book value per common share, which reached $13.72 at the end of fiscal Q2 2026. This represents a 19.5% increase from levels reported at June 30, 2025, indicating an improvement in the company's underlying value.

    Show less
    Holding a concentrated position? Know your true downside before the momentum shifts.
    Protect Your Wealth →

    Stock Movement Drivers

    Fundamental Drivers

    The 11.2% change in FRST stock from 4/30/2026 to 8/6/2026 was primarily driven by a 48.3% change in the company's P/E Multiple.
    (LTM values as of)43020268062026Change
    Stock Price ($)14.5616.1911.2%
    Change Contribution By: 
    Total Revenues ($ Mil)165152-7.9%
    Net Income Margin (%)37.1%30.3%-18.5%
    P/E Multiple5.88.748.3%
    Shares Outstanding (Mil)2525-0.1%
    Cumulative Contribution11.2%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    4/30/2026 to 8/6/2026
    ReturnCorrelation
    FRST11.2% 
    Market (SPY)6.9%9.8%
    Sector (XLF)10.9%33.6%

    Fundamental Drivers

    The 21.8% change in FRST stock from 1/31/2026 to 8/6/2026 was primarily driven by a 514.5% change in the company's Net Income Margin (%).
    (LTM values as of)13120268062026Change
    Stock Price ($)13.2916.1921.8%
    Change Contribution By: 
    Total Revenues ($ Mil)174152-12.4%
    Net Income Margin (%)4.9%30.3%514.5%
    P/E Multiple38.28.7-77.3%
    Shares Outstanding (Mil)2525-0.1%
    Cumulative Contribution21.8%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    1/31/2026 to 8/6/2026
    ReturnCorrelation
    FRST21.8% 
    Market (SPY)11.4%25.5%
    Sector (XLF)8.7%46.6%

    Fundamental Drivers

    The 49.5% change in FRST stock from 7/31/2025 to 8/6/2026 was primarily driven by a 1201.4% change in the company's Net Income Margin (%).
    (LTM values as of)73120258062026Change
    Stock Price ($)10.8316.1949.5%
    Change Contribution By: 
    Total Revenues ($ Mil)170152-10.6%
    Net Income Margin (%)2.3%30.3%1201.4%
    P/E Multiple67.58.7-87.2%
    Shares Outstanding (Mil)25250.2%
    Cumulative Contribution49.5%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    7/31/2025 to 8/6/2026
    ReturnCorrelation
    FRST49.5% 
    Market (SPY)22.6%23.7%
    Sector (XLF)11.7%43.9%

    Fundamental Drivers

    The 89.5% change in FRST stock from 7/31/2023 to 8/6/2026 was primarily driven by a 132.3% change in the company's Net Income Margin (%).
    (LTM values as of)73120238062026Change
    Stock Price ($)8.5416.1989.5%
    Change Contribution By: 
    Total Revenues ($ Mil)13815210.3%
    Net Income Margin (%)13.0%30.3%132.3%
    P/E Multiple11.78.7-25.9%
    Shares Outstanding (Mil)2525-0.2%
    Cumulative Contribution89.5%

    LTM = Last Twelve Months as of date shown

    Market Drivers

    7/31/2023 to 8/6/2026
    ReturnCorrelation
    FRST89.5% 
    Market (SPY)73.8%42.4%
    Sector (XLF)71.0%57.4%

    Return vs. Risk

    Price Returns Compared

     202120222023202420252026Total [1]
    Returns
    FRST Return28%-18%11%-5%24%20%65%
    Peers Return33%-5%-20%9%10%19%44%
    S&P 500 Return27%-19%24%23%16%13%106%

    Monthly Win Rates [3]
    FRST Win Rate58%17%42%42%58%50% 
    Peers Win Rate62%42%38%50%58%62% 
    S&P 500 Win Rate75%42%67%75%67%50% 

    Max Drawdowns [4]
    FRST Max Drawdown-18%-24%-41%-29%-31%-11% 
    Peers Max Drawdown-23%-25%-50%-19%-26%-16% 
    S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

    [1] Cumulative total returns since the beginning of 2021
    [2] Peers: AUB, TOWN, WSBC, BHRB, BRBS.
    [3] Win Rate = % of calendar months in which monthly returns were positive
    [4] Max drawdown represents maximum peak-to-trough decline within a year
    [5] 2026 data is for the year up to 8/6/2026 (YTD)

    How Low Can It Go

    EventFRSTS&P 500
    2025 US Tariff Shock
      % Loss-27.6%-18.8%
      % Gain to Breakeven38.0%23.1%
      Time to Breakeven80 days79 days
    Summer-Fall 2023 Five Percent Yield Shock
      % Loss-18.2%-9.5%
      % Gain to Breakeven22.2%10.5%
      Time to Breakeven8 days24 days
    2023 SVB Regional Banking Crisis
      % Loss-41.3%-6.7%
      % Gain to Breakeven70.4%7.1%
      Time to Breakeven223 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-20.5%-24.5%
      % Gain to Breakeven25.8%32.4%
      Time to Breakeven1162 days427 days
    2020 COVID-19 Crash
      % Loss-50.3%-33.7%
      % Gain to Breakeven101.1%50.9%
      Time to Breakeven351 days140 days
    Q4 2018 Fed Policy Error / Growth Scare
      % Loss-19.0%-19.2%
      % Gain to Breakeven23.4%23.8%
      Time to Breakeven50 days105 days

    Compare to AUB, TOWN, WSBC, BHRB, BRBS

    In The Past

    Primis Financial's stock fell -27.6% during the 2025 US Tariff Shock. Such a loss loss requires a 38.0% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    EventFRSTS&P 500
    2025 US Tariff Shock
      % Loss-27.6%-18.8%
      % Gain to Breakeven38.0%23.1%
      Time to Breakeven80 days79 days
    2023 SVB Regional Banking Crisis
      % Loss-41.3%-6.7%
      % Gain to Breakeven70.4%7.1%
      Time to Breakeven223 days31 days
    2022 Inflation Shock & Fed Tightening
      % Loss-20.5%-24.5%
      % Gain to Breakeven25.8%32.4%
      Time to Breakeven1162 days427 days
    2020 COVID-19 Crash
      % Loss-50.3%-33.7%
      % Gain to Breakeven101.1%50.9%
      Time to Breakeven351 days140 days
    2008-2009 Global Financial Crisis
      % Loss-66.3%-53.4%
      % Gain to Breakeven196.9%114.4%
      Time to Breakeven1432 days1085 days

    Compare to AUB, TOWN, WSBC, BHRB, BRBS

    In The Past

    Primis Financial's stock fell -27.6% during the 2025 US Tariff Shock. Such a loss loss requires a 38.0% gain to breakeven.

    Preserve Wealth

    Limiting losses and compounding gains is essential to preserving wealth.

    Asset Allocation

    Actively managed asset allocation strategies protect wealth. Learn more.

    About Primis Financial (FRST)

    ```html

    Primis Financial Corp. (FRST) operates as a bank holding company for Primis Bank, offering a comprehensive range of financial services. The company primarily caters to individuals and small to medium-sized businesses, with its physical footprint centered in Virginia and Maryland, where it operates multiple full-service branches.

    The bank's core product offerings include a variety of deposit accounts such as checking, savings, money market accounts, and certificates of deposit. On the lending side, Primis provides a broad spectrum of loan products. This encompasses commercial business and real estate loans, construction financing, and specialized lending solutions for professional practices in the medical, dental, and veterinary fields. For individual customers, the bank offers residential mortgages, home equity lines of credit, and various personal and consumer loans.

    In addition to traditional banking services, Primis Financial also provides essential cash management solutions for businesses, including wire transfers, ACH origination, and remote deposit capture. The company further enhances its offerings with modern conveniences like debit cards, ATM services, and robust mobile and online banking platforms, ensuring a blend of accessible branch services and convenient digital banking options for its clientele.

    ```

    AI Analysis | Feedback

    Here are 1-2 brief analogies for Primis Financial:

    • Bank of America for Virginia and Maryland small businesses.

    • A local version of PNC Bank, serving individuals and small businesses in Virginia and Maryland.

    AI Analysis | Feedback

    ```html
    • Deposit Accounts: Offers various account types including checking, NOW, savings, money market accounts, and certificates of deposits for managing personal and business funds.
    • Business and Commercial Loans: Provides financing solutions for commercial businesses, real estate, construction projects, secured assets, small business administration needs, and specialized medical, dental, and veterinary practices.
    • Mortgage Warehouse Lending: Provides short-term credit lines to mortgage originators to fund mortgage loans before they are sold to permanent investors.
    • Residential and Consumer Loans: Offers financing for homes through residential and trust mortgages, home equity lines of credit, secured and unsecured personal loans, consumer loans, life insurance premium financing, and demand loans.
    • Cash Management Services: Provides a suite of services for businesses, including investment/sweep, zero balance, and controlled disbursement accounts to optimize cash flow management.
    • Payment Processing and Transfer Services: Facilitates various payment operations such as wire transfers, ACH origination, employer/payroll processing, merchant services, and night depository.
    • Remote Deposit Capture: Enables businesses to electronically deposit checks from their location without visiting a physical branch.
    • Digital Banking and Access Services: Offers modern banking conveniences including debit cards, ATM services, mobile and online banking platforms for remote account management.
    • Notary Services: Provides official authentication of signatures on legal and important documents for customers.
    ```

    AI Analysis | Feedback

    Primis Financial (FRST) serves both individuals and small to medium-sized businesses. Its major customer categories include:

    • Individuals: This category includes customers seeking personal banking services such as checking, savings, money market accounts, certificates of deposit, residential mortgages, home equity lines of credit, secured and unsecured personal loans, consumer loans, and access to debit cards, ATMs, mobile, and online banking.
    • Small and Medium-Sized Businesses (SMBs): This category encompasses businesses in various sectors, including medical, dental, and veterinary practices, that utilize Primis Bank for commercial business and real estate loans, construction financing, secured asset-based lending, Small Business Administration (SBA) loans, and mortgage warehouse lending products. They also utilize cash management services like investment/sweep accounts, zero balance accounts, controlled disbursement, wire transfers, employer/payroll processing, ACH origination, and remote deposit capture.

    AI Analysis | Feedback

    null

    AI Analysis | Feedback

    Dennis J. Zember, Jr. President and Chief Executive Officer

    Dennis J. Zember, Jr. was appointed CEO of Primis Financial in February 2020. Before joining Primis, he worked as a public accountant and then in the private sector for ten years. He previously served as CFO and then CEO of Ameris Bank, where he was instrumental in growing the bank's assets from $1 billion to nearly $17 billion. During his tenure at Ameris Bank, he spearheaded numerous acquisitions and strategic development initiatives, enhancing the company's ability to integrate acquired organizations and implement new ideas effectively.

    Matthew A. Switzer Executive Vice President and Chief Financial Officer

    Matthew A. Switzer holds a degree in Chemical Engineering from the University of Virginia and an MBA from UNC Chapel Hill. Prior to joining Primis Financial, he served as a Managing Director at Stephens, Inc. for six years, leading a banking team. He also held the position of Managing Director at Keefe, Bruyette & Woods, Inc. from 2005 to 2015. In his role as CFO, he is responsible for all financial and accounting functions at Primis Bank.

    Rickey A. Fulk Executive Vice President and President of Primis Bank

    Rickey A. Fulk serves as the Executive Vice President and President of Primis Bank. He is described as a seasoned veteran in the industry.

    Marie T. Leibson Executive Vice President and Chief Credit Officer

    Marie T. Leibson is the Executive Vice President and Chief Credit Officer for Primis Financial Corp. and Primis Bank.

    Ann-Stanton C. Gore Executive Vice President and Chief Marketing Officer

    Ann-Stanton C. Gore holds the position of Executive Vice President and Chief Marketing Officer for Primis Financial Corp. and Primis Bank.

    AI Analysis | Feedback

    The key risks to Primis Financial (FRST) include potential Nasdaq delisting, credit risks associated with commercial real estate and business loans, and intense competition impacting its net interest margin.

    The most immediate and significant risk facing Primis Financial is the potential delisting of its securities from Nasdaq. This stems from delays in filing annual and quarterly financial reports, which were necessitated by a restatement of financial statements and an ongoing review process with the SEC. The company has appealed the delisting notice and requested a hearing, and it is actively working to file the overdue reports to regain compliance with Nasdaq’s listing requirements.

    Another key risk is credit risk, particularly concerning its commercial real estate (CRE) and business loan portfolios. Some of these loans have been on nonaccrual status, indicating potential issues with repayment.

    Primis Financial also faces intense competition within the financial services industry. The company competes with larger regional banks and non-bank fintech companies, which can put pressure on its deposit costs and net interest margin (NIM).

    AI Analysis | Feedback

    The increasing market penetration and sophistication of digital-native challenger banks (neobanks) and specialized online lending platforms pose a clear emerging threat. Neobanks, such as Chime or SoFi, offer compelling, mobile-first banking experiences often with lower fees and higher interest rates, attracting individual customers and small businesses who might otherwise rely on a traditional regional bank like Primis for deposits and basic financial services. Concurrently, specialized online lending platforms (e.g., Rocket Mortgage for residential loans, or various platforms for small business or professional practice financing) provide streamlined, often faster, and competitive alternatives to Primis's diverse loan portfolio, potentially siphoning off key lending opportunities across commercial, real estate, construction, and specialized business financing sectors.

    AI Analysis | Feedback

    Primis Financial Corp. (symbol: FRST) provides a range of financial services, primarily to individuals and small and medium-sized businesses in Virginia and Maryland. The addressable markets for its main products and services are as follows:

    • Deposits (Checking, NOW, Savings, Money Market Accounts, Certificates of Deposit):
      • In Virginia, the total deposits in all banks amounted to approximately $296 billion in 2024.
      • In Maryland, total deposits held at banks were around $195 billion in 2024.
    • Commercial Real Estate Loans:
      • The total commercial real estate lending volume in Virginia was approximately $19.2 billion in 2024.
      • For Maryland, a specific consolidated market size for commercial real estate loans is not readily available. However, the U.S. commercial real estate mortgage market for income-producing properties is roughly $4.5 trillion, with an additional $467 billion in construction loans nationally. Total commercial real estate mortgage borrowing and lending across the U.S. was estimated at $498 billion in 2024.
    • Small Business Loans (including Small Business Administration loans):
      • In Virginia, the market for small business loans was approximately $14 billion in 2024.
      • In Maryland, small business loans totaled about $10.2 billion in 2024.
    • Residential Mortgage Loans:
      • New home loans booked in Virginia amounted to $35.2 billion in 2024.
      • New home loans booked in Maryland were $23.2 billion in 2024.
    • Cash Management Services:
      • The demand for cash management services in the U.S. is projected to be $1.6 billion in 2025.
    • Other Loan Products (including Construction Loans, Secured Asset-Based Loans, Mortgage Warehouse Lending Products, Financing for Medical, Dental, and Veterinary Businesses, Residential Mortgage, Trust Mortgage, Home Equity Lines of Credit, Secured and Unsecured Personal Loans, Consumer Loans, Life Insurance Premium Financing, and Demand Loans):
      • Market sizes for these specific products in Virginia and Maryland are not available.

    AI Analysis | Feedback

    Primis Financial (symbol: FRST) anticipates several key drivers for its future revenue growth over the next 2-3 years:

    1. Growth in Mortgage Operations: The company projects significant expansion and profitability from its mortgage division. Primis Mortgage saw closed loans increase and expects annual production to reach approximately $1.6 billion to $2 billion in 2026, up from $1.2 billion in 2025. This growth is supported by increased production from new hires and improved profitability.
    2. Strategic Loan Growth, including Specialized Lending: Primis Financial aims for continued loan growth in its core banking activities and through specialized segments like Panacea Financial. Panacea Financial's loans grew 40% in the 12 months ending September 30, 2024, and its consolidated results are now included. The company also rebuilt earning assets with increased loan sizes in 2025.
    3. Net Interest Margin (NIM) Expansion: Primis Financial expects further improvement in its net interest margin. This is driven by effective management of interest expenses, particularly on deposits, and increasing yields on earning assets through new loan production and the repricing of existing loans. The core net interest margin for the Community Bank improved significantly, and management anticipates further margin expansion into 2026.
    4. Expansion of Digital Platforms and Profitable Deposit Relationships: The company is focused on leveraging its digital capabilities to drive deposit growth and foster profitable deposit relationships within the community bank. This strategy helps manage funding costs and supports overall earning asset growth.

    AI Analysis | Feedback

    Share Repurchases

    • Primis Financial Corp.'s board of directors approved a stock repurchase program on December 18, 2025, authorizing the repurchase of up to 750,000 shares of its common stock, with the program set to conclude on December 18, 2026.
    • Under a prior repurchase plan, the company acquired 79,549 shares at an average cost of $10.00 per share.
    • In 2025, the company's repurchases of common shares amounted to USD 403.5 thousand.

    Share Issuance

    • In March 2026, executive officers received common shares through the conversion of performance-based restricted stock units (PSUs); for instance, CEO Dennis J. Zember Jr. converted 50,964 PSUs into common shares.

    Capital Expenditures

    • Primis Financial's latest trailing twelve months (TTM) Capital Expenditure percentage was 2.4%.
    • Over the last five years, the company's median Capital Expenditure percentage was 1.15%.
    • The Capital Expenditure percentage for Primis Financial has fluctuated between a low of 0.23% and a high of 2.4% over the past five years.

    Latest Trefis Analyses

    Title
    0ARTICLES

    Recent Active Movers

    Top Gainers

    Top Losers

    TickerCompanyCategory1W RtnYTD Rtn
    USOUnited States Oil Fund LPCommodity-6.8%71.9%
    XOPState Street SPDR S&P Oil & Gas Explo...Equity-4.5%32.8%
    UNGUnited States Natural Gas Fund LPCommodity-3.8%-21.5%
    XLUState Street Utilities Select Sector ...Equity-2.9%2.3%
    EWZiShares MSCI Brazil ETFEquity-2.0%12.7%
    USRTiShares Core U.S. REIT ETFReal Estate-1.7%18.2%
    REETiShares Global REIT ETFReal Estate-1.6%13.1%
    SCHHSchwab U.S. REIT ETFReal Estate-1.6%15.6%
    DBCInvesco DB Commodity Index Tracking FundCommodity-1.6%29.1%
    FXIiShares China Large-Cap ETFEquity-1.6%-6.1%

    Top Gainers

    TickerCompanyCategory1M RtnYTD Rtn
    RINGiShares MSCI Global Gold Miners ETFEquity14.5%-1.7%
    PALLETFS Physical Palladium SharesCommodity12.3%-14.4%
    ETHAiShares Ethereum Trust ETFCryptocurrency9.8%-35.8%
    PPLTETFS Physical Platinum SharesCommodity8.7%-15.9%
    FXIiShares China Large-Cap ETFEquity7.5%-6.1%
    IGViShares Expanded Tech-Software Sector...Equity7.5%-5.9%
    KWEBKraneShares CSI China Internet ETFEquity7.5%-16.7%
    COWZPacer US Cash Cows 100 ETFEquity7.1%13.6%
    AKREAkre Focus ETFEquity6.3%-11.2%
    GDEWisdomTree Efficient Gold Plus Equity...Equity5.9%-6.7%

    Top Losers

    TickerCompanyCategory1M RtnYTD Rtn
    UNGUnited States Natural Gas Fund LPCommodity-17.0%-21.5%
    EWYiShares MSCI South Korea ETFEquity-10.2%68.8%
    NASATema Space Innovators ETFEquity-9.3%-4.1%
    XOVREntrepreneurShares Series Trust ERSha...Equity-7.0%-4.4%
    ARKKARK Innovation ETFEquity-5.5%-1.5%
    SOXXiShares Semiconductor ETFEquity-5.3%76.9%
    XBIState Street SPDR S&P Biotech ETFEquity-5.2%26.7%
    ICLNiShares Global Clean Energy ETFEquity-4.9%10.3%
    XLUState Street Utilities Select Sector ...Equity-4.4%2.3%
    SOXQInvesco PHLX Semiconductor ETFEquity-4.2%70.2%

    More From Trefis

    Research & Analysis

    Invest in Strategies

    Wealth Management

    Peer Comparisons

    Peers to compare with:

    Financials

    FRSTAUBTOWNWSBCBHRBBRBSMedian
    NamePrimis F.Atlantic.Towne Ba.Wesbanco Burke & .Blue Rid. 
    Mkt Price16.1942.0737.7341.7373.763.6939.73
    Mkt Cap0.46.03.44.01.10.32.3
    Rev LTM1521,5278881,05233989614
    Op Inc LTM-------
    FCF LTM-782,2841283948530106
    FCF 3Y Avg59521572567418115
    CFO LTM-782,3031803969732138
    CFO 3Y Avg69632072668419145

    Growth & Margins

    FRSTAUBTOWNWSBCBHRBBRBSMedian
    NamePrimis F.Atlantic.Towne Ba.Wesbanco Burke & .Blue Rid. 
    Rev Chg LTM-10.6%78.0%25.4%38.0%8.4%3.2%16.9%
    Rev Chg 3Y Avg4.4%33.1%8.7%21.3%63.7%-12.7%15.0%
    Rev Chg Q-22.3%71.8%34.6%5.5%2.1%-12.7%3.8%
    QoQ Delta Rev Chg LTM-7.9%11.1%7.7%1.4%0.5%-3.1%0.9%
    Op Inc Chg LTM-------
    Op Inc Chg 3Y Avg-------
    Op Mgn LTM-------
    Op Mgn 3Y Avg-------
    QoQ Delta Op Mgn LTM-------
    CFO/Rev LTM-51.2%150.8%20.3%37.7%28.6%36.3%32.4%
    CFO/Rev 3Y Avg3.4%75.2%27.9%32.7%34.0%18.7%30.3%
    FCF/Rev LTM-51.3%149.6%14.4%37.5%25.1%33.9%29.5%
    FCF/Rev 3Y Avg3.0%74.2%21.3%31.3%28.3%17.5%24.8%

    Valuation

    FRSTAUBTOWNWSBCBHRBBRBSMedian
    NamePrimis F.Atlantic.Towne Ba.Wesbanco Burke & .Blue Rid. 
    Mkt Cap0.46.03.44.01.10.32.3
    P/S2.63.93.83.83.33.73.7
    P/Op Inc-------
    P/EBIT-------
    P/E8.717.321.311.39.427.214.3
    P/CFO-5.12.619.010.111.510.110.1
    Total Yield14.0%9.4%7.1%12.3%13.7%3.7%10.9%
    Dividend Yield2.5%3.6%2.4%3.5%3.1%0.0%2.8%
    FCF Yield 3Y Avg5.3%19.9%6.4%9.3%9.0%20.1%9.2%
    D/E0.90.20.10.40.60.50.5
    Net D/E0.10.0-0.40.2-0.30.00.0

    Returns

    FRSTAUBTOWNWSBCBHRBBRBSMedian
    NamePrimis F.Atlantic.Towne Ba.Wesbanco Burke & .Blue Rid. 
    1M Rtn2.9%1.2%4.6%6.2%5.7%6.6%5.2%
    3M Rtn11.7%12.3%9.2%23.4%17.2%5.4%12.0%
    6M Rtn16.0%3.9%5.4%14.2%8.5%-0.3%7.0%
    12M Rtn51.4%36.9%12.3%47.0%34.0%27.9%35.4%
    3Y Rtn83.2%41.3%68.0%73.2%58.5%-45.1%63.3%
    1M Excs Rtn2.0%0.4%3.5%5.6%4.1%4.9%3.8%
    3M Excs Rtn6.0%6.0%4.7%17.8%12.8%2.9%6.0%
    6M Excs Rtn2.7%-7.9%-7.0%2.5%-3.2%-13.2%-5.1%
    12M Excs Rtn28.5%14.5%-9.7%24.2%11.1%8.8%12.8%
    3Y Excs Rtn20.1%-19.8%1.1%5.8%-17.7%-111.4%-8.3%

    Comparison Analyses

    null

    Financials

    $ Mil | FY: 12/312026Q12025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q2
    Period End3/31/202612/31/20259/30/20256/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/2023
    Filing Date5/8/20263/16/202611/10/20258/11/20255/14/20254/29/202512/11/202412/11/202410/25/202410/15/202411/9/20238/9/2023
    Key Financials Quarterly            
    Total Revenue463041365939373636353432
    Net Income7307223-23132-8-6-2
    EPS0.301.200.280.100.92-0.590.050.140.100.33-0.24-0.08
    Key Financials TTM            
    Total Revenue TTM152165174171170147143140137144147143
    Net Income TTM4661934-16-1-8-14-8211
    Growth Rates Quarterly            
    Total Revenue Growth-22.3%-21.9%9.1%0.2%65.0%11.9%9.5%10.6%-17.2%-7.8%11.1%20.0%
    Net Income Growth-67.7%226.6%456.2%-29.1%817.9%-185.6%120.4%272.3%-70.5%-489.5%-307.0%-143.2%
    Margins Quarterly            
    Net Income Margin16.0%97.6%16.8%6.8%38.6%-60.2%3.3%9.6%6.9%-23.6%-17.7%-6.2%
    Cash & Debt            
    Total Cash320303299336299243320299319306311324
    Total Debt37519720712412412529020815315896107
    Net Debt / (Cash)54-106-91-212-174-119-30-91-166-148-215-217
    Cash Flows Quarterly            
    FCF from Operations-5429-11-4134-38652-165-1-24
    Cash Flows TTM            
    FCF from Operations TTM-7811-56-3855201231164029-47-36
    Returns to Shareholders Quarterly            
    Dividends322222222222
    Share Repurchases-0-0-0-0-0-0-00-00-0-0
    Return on Invested Capital (ROIC) Quarterly            
    ROIC8.0%57.3%13.2%11.5%61.9%-59.7%-1.3%3.1%2.6%-29.1%-26.7%-11.4%
    Return on Invested Capital (ROIC) TTM            
    ROIC TTM12.6%28.0%1.0%-6.5%-4.8%-14.1%-3.4%-7.1%-14.2%-7.0%3.6%16.2%

    Segment Financials

    Revenue by Segment
    $ Mil20242023202220212020
    Primis Bank124130114  
    Primis Mortgage30206  
    Other-6-7   
    Single Segment   105100
    Total147144120105100


    Net Income by Segment
    $ Mil202420232022
    Primis Mortgage50-3
    Other-8-7 
    Primis Bank-13-117
    Total-16-814


    Assets by Segment
    $ Mil202420232022
    Primis Bank3,5803,7823,535
    Primis Mortgage996631
    Other118 
    Total3,6903,8573,567


    Price Behavior

    Price Behavior
    Market Price$16.19 
    Market Cap ($ Bil)0.4 
    First Trading Date12/29/2006 
    Distance from 52W High-2.8% 
       50 Days200 Days
    DMA Price$15.63$13.54
    DMA Trendupup
    Distance from DMA3.6%19.6%
     3M1YR
    Volatility26.6%29.6%
    Downside Capture32.1739.28
    Upside Capture72.5977.47
    Correlation (SPY)7.7%23.6%
    FRST Betas & Captures as of 7/31/2026

     1M2M3M6M1Y3Y
    Beta0.280.010.130.420.540.91
    Up Beta-0.54-1.07-0.630.080.700.93
    Down Beta-1.21-0.54-0.36-0.060.270.98
    Up Capture83%91%71%81%67%71%
    Bmk +ve Days11223567138427
    Stock +ve Days11273972130373
    Down Capture117%21%40%60%48%94%
    Bmk -ve Days11212859114326
    Stock -ve Days10152351118354

    [1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
    Based On 1-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with FRST
    FRST51.2%29.6%1.40-
    Sector ETF (XLF)13.2%14.6%0.6343.8%
    Equity (SPY)23.5%12.9%1.3723.4%
    Gold (GLD)25.3%28.3%0.79-6.3%
    Commodities (DBC)32.4%19.8%1.30-23.3%
    Real Estate (VNQ)12.9%13.8%0.6428.0%
    Bitcoin (BTCUSD)-43.6%43.0%-1.2111.9%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 5-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with FRST
    FRST4.5%31.3%0.18-
    Sector ETF (XLF)11.3%18.4%0.4755.3%
    Equity (SPY)13.2%17.2%0.5942.1%
    Gold (GLD)17.9%18.5%0.78-2.3%
    Commodities (DBC)8.0%19.6%0.314.3%
    Real Estate (VNQ)2.3%18.9%0.0240.0%
    Bitcoin (BTCUSD)10.0%53.0%0.3816.7%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How
    Based On 10-Year Data
    Annualized
    Return    		Annualized
    Volatility    		Sharpe
    Ratio    		Correlation
    with FRST
    FRST5.4%34.6%0.24-
    Sector ETF (XLF)13.7%22.1%0.5765.0%
    Equity (SPY)15.3%17.9%0.7349.1%
    Gold (GLD)11.8%16.2%0.59-4.0%
    Commodities (DBC)7.4%18.0%0.3316.2%
    Real Estate (VNQ)4.9%20.7%0.2049.1%
    Bitcoin (BTCUSD)58.3%66.2%0.9814.3%

    Smart multi-asset allocation framework can stack odds in your favor. Learn How

    Short Interest

    Short Interest: As Of Date7152026
    Short Interest: Shares Quantity0.5 Mil
    Short Interest: % Change Since 63020263.8%
    Average Daily Volume0.2 Mil
    Days-to-Cover Short Interest3.2 days
    Basic Shares Quantity24.7 Mil
    Short % of Basic Shares2.1%

    Returns Analyses

    Earnings Returns History

    Updated 8/3/2026
    Expand for More
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/23/2026-2.2%1.3% 
    4/23/20263.0%5.3%3.7%
    1/29/2026-0.7%4.2%-0.9%
    10/23/202510.2%10.2%13.9%
    7/24/20250.3%-4.3%-3.7%
    4/29/2025-1.2%5.0%15.5%
    1/28/2025-7.3%-4.1%-7.5%
    10/24/2024-3.8%-4.8%7.9%
    ...
    SUMMARY STATS   
    # Positive141311
    # Negative91011
    Median Positive2.2%4.2%7.9%
    Median Negative-2.2%-3.5%-2.5%
    Max Positive10.2%22.4%28.3%
    Max Negative-7.3%-16.9%-15.4%
     Collapse to Preview
     Forward Returns
    Earnings Date1D Returns5D Returns21D Returns
    7/23/2026-2.2%1.3% 
    4/23/20263.0%5.3%3.7%
    1/29/2026-0.7%4.2%-0.9%
    10/23/202510.2%10.2%13.9%
    7/24/20250.3%-4.3%-3.7%
    4/29/2025-1.2%5.0%15.5%
    1/28/2025-7.3%-4.1%-7.5%
    10/24/2024-3.8%-4.8%7.9%
    7/25/20242.3%-3.3%-4.8%
    4/25/2024-4.9%-3.6%1.0%
    1/26/20244.1%1.3%-2.0%
    10/26/20235.7%22.4%28.3%
    4/28/20230.6%-16.9%-15.4%
    1/26/2023-2.4%1.5%-1.4%
    10/27/20221.7%-2.6%-2.2%
    7/28/20221.7%3.3%0.7%
    4/28/2022-1.0%-3.3%-2.5%
    1/27/20222.3%-0.3%-3.0%
    10/28/20213.5%6.8%5.6%
    7/29/2021-0.1%2.3%-0.6%
    4/29/20210.7%3.5%4.1%
    1/28/20210.7%5.3%22.2%
    10/26/20202.1%-3.5%13.7%
    SUMMARY STATS   
    # Positive141311
    # Negative91011
    Median Positive2.2%4.2%7.9%
    Median Negative-2.2%-3.5%-2.5%
    Max Positive10.2%22.4%28.3%
    Max Negative-7.3%-16.9%-15.4%

    SEC Filings

    Expand for More
    Report DateFiling DateFiling
    03/31/202605/08/202610-Q
    12/31/202503/16/202610-K
    09/30/202511/10/202510-Q
    06/30/202508/11/202510-Q
    03/31/202505/14/202510-Q
    12/31/202404/29/202510-K
    09/30/202412/11/202410-Q
    06/30/202412/11/202410-Q
    03/31/202410/25/202410-Q
    12/31/202310/15/202410-K
    09/30/202311/09/202310-Q
    06/30/202308/09/202310-Q
    03/31/202305/10/202310-Q
    12/31/202203/15/202310-K
    09/30/202211/09/202210-Q
    06/30/202208/09/202210-Q
     Collapse to Preview
    Report DateFiling DateFiling
    03/31/202605/08/202610-Q
    12/31/202503/16/202610-K
    09/30/202511/10/202510-Q
    06/30/202508/11/202510-Q
    03/31/202505/14/202510-Q
    12/31/202404/29/202510-K
    09/30/202412/11/202410-Q
    06/30/202412/11/202410-Q
    03/31/202410/25/202410-Q
    12/31/202310/15/202410-K
    09/30/202311/09/202310-Q
    06/30/202308/09/202310-Q
    03/31/202305/10/202310-Q
    12/31/202203/15/202310-K
    09/30/202211/09/202210-Q
    06/30/202208/09/202210-Q
    03/31/202205/10/202210-Q
    12/31/202103/14/202210-K
    09/30/202111/09/202110-Q
    06/30/202108/09/202110-Q
    03/31/202105/10/202110-Q
    12/31/202003/16/202110-K
    09/30/202011/09/202010-Q
    06/30/202008/10/202010-Q
    03/31/202005/08/202010-Q
    12/31/201903/16/202010-K
    09/30/201911/07/201910-Q
    06/30/201908/08/201910-Q

    Recent Forward Guidance

    Updated 7/27/2026

    Latest: Q2 2026 Earnings Reported 7/23/2026

    Forward GuidanceGuidance Change
    MetricLowMidHigh% Chg% DeltaChangePrior
    Q3 2026 SBA Gain on Sale Income0.50 Mil0.55 Mil0.60 Mil  RaisedGuidance: 0.55 Mil for Q2 2026
    2026 Effective Tax Rate 22.0%  0.2%RaisedGuidance: 21.8% for 2026

    Prior: Q1 2026 Earnings Reported 4/23/2026

    Forward GuidanceGuidance Change
    MetricLowMidHigh% Chg% DeltaChangePrior
    Q2 2026 SBA Gain on Sale Income0.50 Mil0.55 Mil0.60 Mil   
    2026 Noninterest Income Improvement 1.20 Mil    
    2026 Effective Tax Rate 21.8%    

    Q4 2025 Earnings Reported 1/29/2026

    Forward GuidanceGuidance Change
    MetricLowMidHigh% Chg% DeltaChangePrior
    2026 Core Operating Expense Burden23.00 Mil23.50 Mil24.00 Mil   

    Q3 2025 Earnings Reported 10/23/2025

    Forward GuidanceGuidance Change
    MetricLowMidHigh% Chg% DeltaChangePrior
    Q4 2025 Deposit Cost Beta 0.7    

    Insider Activity

    Updated 6/11/2026
    Expand for More
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Garrett, F L Iii DirectBuy611202615.241552,362736,686Form
    2Garrett, F L Iii DirectBuy609202615.032503,758724,206Form
    3Garrett, F L Iii DirectBuy608202615.001251,875719,010Form
    4Garrett, F L Iii DirectBuy608202614.741251,843704,944Form
    5Garrett, F L Iii DirectBuy608202614.504506,525691,418Form
     Collapse to Preview
    #OwnerTitleHoldingActionFiling DatePriceSharesTransacted
    Value    		Value of
    Held Shares    		Form
    1Garrett, F L Iii DirectBuy611202615.241552,362736,686Form
    2Garrett, F L Iii DirectBuy609202615.032503,758724,206Form
    3Garrett, F L Iii DirectBuy608202615.001251,875719,010Form
    4Garrett, F L Iii DirectBuy608202614.741251,843704,944Form
    5Garrett, F L Iii DirectBuy608202614.504506,525691,418Form
    6Garrett, F L Iii DirectBuy608202614.752503,688696,702Form
    7Garrett, F L Iii DirectBuy608202614.303505,005671,871Form
    8Gamble, Scott R DirectBuy604202614.591,71124,97045,241Form
    9Sharma, AnuragEVP, Chief Information OfficerDirectBuy603202614.406949,9979,997Form
    10Gamble, Scott R DirectBuy602202614.391,38919,98419,984Form
    11Garrett, F L Iii DirectBuy601202614.402503,600671,530Form
    12Garrett, F L Iii DirectBuy601202614.502503,625672,568Form
    13Garrett, F L Iii DirectBuy601202614.512503,628669,404Form
    14Garrett, F L Iii DirectBuy601202614.493545,129664,859Form
    15Garrett, F L Iii DirectBuy601202614.392904,175655,404Form
    16Clagett, Robert Yates DirectBuy520202614.001,42119,894751,310Form
    17Clagett, Robert Yates DirectBuy519202614.161,41019,966739,775Form
    18Biagas, John Fitzgerald DirectBuy313202612.801,92524,6401,176,883Form
    19Biagas, John Fitzgerald DirectBuy312202612.751,55019,7681,148,075Form
    20Diaz, Deborah DirectBuy312202612.771,05013,408269,713Form
    21Cook, William Rand DirectBuy211202614.171,77025,081654,693Form
    22Cook, William Rand DirectBuy206202614.261,41020,113633,825Form
    23Switzer, Matthew AlanEVP, CFODirectBuy204202614.062,50035,1501,352,938Form
    24Diaz, Deborah DirectBuy1212202512.341,60819,849247,773Form
    25Clagett, Robert Yates DirectBuy1113202510.982,26824,898558,045Form
    26Clagett, Robert Yates DirectBuy1112202510.841,83019,842526,572Form
    27Johnson, Eric Alan DirectBuy1112202510.702,32024,827427,838Form
    28Johnson, Eric Alan DirectBuy911202511.001,81819,998414,260Form
    29Garrett, F L Iii DirectBuy807202511.072,26125,029500,807Form
    30Garrett, F L Iii DirectBuy806202511.021,81019,946473,629Form

    Investor Activity (13F)

    Updated Aug 7, 2026
    13F holdings as of Mar 31, 2026 (Q1 2026)

    Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Patriot Financial Partners GP II, L.P.$16.2 Mil4.2%12Hold13F
    Active Manager
    Active Manager
    Active ManagerValue% of PortfolioTotal PositionsQoQFiling
    Patriot Financial Partners GP II, L.P.$16.2 Mil4.2%12Hold13F

    Primis Financial — Investor Video Playlist

    Industry Resources

    External Quote Links


    Prefer one of these to Trefis? Tell us why.
    Core Cache Last Updated: 8/6/2026