undamentalytics Newsletter

Primis Financial Corp.: which funds bought and sold

Institutions that bought and sold Primis Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 91 institutions that filed 13F reports for both quarters added to or opened positions in Primis Financial, and 39 cut or closed them. Together they added a net 1.9M shares, +9.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.2M shares (+47.0%); index fund managers were net buyers of 535K shares (+12.0%). 23 opened a new position and 12 sold out entirely.

Bought, Q2 2026 91 institutions, 23 of them new holders Sold, Q2 2026 39 institutions, 12 of them sold out
Net change, all compared +1.9M shares (+9.8%)
Net change, active managers +2.2M shares (+47.0%), 23 bought, 7 sold

Buyers versus sellers

institutions compared, 151
Active managers and hedge funds 23 bought · 7 sold · +2.2M
Index fund managers 7 bought · 2 sold · +535K
Other institutions 61 bought · 30 sold · −778K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Two Sigma Investments, LP Hedge fund +505K +120.8% 924K $15.1M
Blackrock, Inc. Index funds +423K +20.7% 2.5M $40.3M
Arrowstreet Capital, Limited Partnership Hedge fund +357K +208.2% 528K $8.6M
Algert Global LLC Hedge fund +211K New position 211K $3.5M
Franklin Resources Inc Active manager +200K New position 200K $3.3M
Prudential Financial Inc +181K +109.0% 346K $5.7M
Connor, Clark & Lunn Investment Management Ltd. +123K +76.7% 284K $4.6M
Qube Research & Technologies Ltd Hedge fund +121K +62.6% 313K $5.1M
Marshall Wace, LLP Hedge fund +116K +397.0% 145K $2.4M
AQR Capital Management LLC Hedge fund +110K +101.4% 218K $3.6M
Trexquant Investment LP Hedge fund +107K +137.6% 185K $3M
American Century Companies Inc Active manager +104K +184.2% 161K $2.6M
North Reef Capital Management LP Hedge fund +91K +8.0% 1.2M $20.1M
Integrated Quantitative Investments LLC +90K New position 90K $1.5M
Goldman Sachs Group Inc +87K +83.4% 192K $3.1M
Nuveen, LLC +80K +51.6% 235K $3.9M
Lazard Asset Management LLC Active manager +71K New position 71K $1.2M
Schonfeld Strategic Advisors LLC Hedge fund +63K New position 63K $1M
Magnetar Financial LLC Hedge fund +51K New position 51K $832,644
State Of Wisconsin Investment Board +51K +147.0% 85K $1.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Fourthstone LLC −731K Sold out 0 —
Mendon Capital Advisors Corp −295K −24.1% 930K $15.2M
Salzhauer Michael −218K −31.6% 472K $7.7M
Curi Capital, LLC −202K −20.2% 802K $13.1M
Dimensional Fund Advisors LP −121K −10.2% 1.1M $17.4M
Jane Street Group, LLC −50K Sold out 0 —
Maltese Capital Management LLC −48K −5.1% 897K $14.7M
Renaissance Technologies LLC Hedge fund −47K −17.4% 223K $3.7M
Point72 Asset Management, L.P. Hedge fund −43K −58.9% 30K $494,800
Outfitters Financial LLC −36K Sold out 0 —
Occudo Quantitative Strategies LP −19K Sold out 0 —
Semanteon Capital Management, LP −13K Sold out 0 —
Stifel Financial Corp −13K Sold out 0 —
Millennium Management LLC Hedge fund −11K −20.1% 45K $731,575
Gsa Capital Partners LLP −5,193 −6.3% 77K $1.3M
Los Angeles Capital Management LLC Active manager −4,970 −11.4% 38K $630,164
Xtx Topco Ltd −4,484 −19.8% 18K $297,132
Acadian Asset Management LLC Active manager −3,499 Sold out 0 —
Kennedy Capital Management LLC Active manager −3,028 −1.9% 154K $2.5M
Jump Financial, LLC −3,000 −21.6% 11K $178,433

New positions

largest by value
InstitutionSharesValue June 30, 2026
Algert Global LLCHedge fund 211K $3.5M
Franklin Resources IncActive manager 200K $3.3M
Integrated Quantitative Investments LLC 90K $1.5M
Lazard Asset Management LLCActive manager 71K $1.2M
Schonfeld Strategic Advisors LLCHedge fund 63K $1M
Magnetar Financial LLCHedge fund 51K $832,644
Citadel Advisors LLCHedge fund 38K $627,086
Balyasny Asset Management L.P.Hedge fund 17K $272,872
Stonex Group Inc. 17K $265,600
Mercer Global Advisors Inc 13K $217,607

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Fourthstone LLC 731K $9.7M
Jane Street Group, LLC 50K $657,785
Outfitters Financial LLC 36K $477,416
Occudo Quantitative Strategies LP 19K $278,921
Semanteon Capital Management, LP 13K $171,007
Stifel Financial Corp 13K $168,351
Acadian Asset Management LLCActive manager 3,499 $46,000
Mai Capital Management 535 $7,105
Fifth Third Bancorp 510 $6,773
Keating Financial Advisory Services, Inc. 149 $1,979

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
140
Ten largest holders
54.6%
of 13F-reported shares
Index fund managers
23.1%
of 13F-reported shares
Active managers and hedge funds
31.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 7 7 1 +2.2M +47.0%
Index fund managers 7 2 0 0 +535K +12.0%
Other institutions 61 30 16 11 −778K −7.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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