Commonwealth Retirement Investments LLC
PensionPosition in FRST — Primis Financial Corp.
CIK 1963787
RICHMOND, VA
Position in FRST
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$96,812
+$14,549 QoQ
Shares Held
5,914
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#94
of 139 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FRST Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Commonwealth Retirement Investments LLC holds $6,174,777 across 9 Banks - Regional names. FRST ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
111,131 | $3,356,156 | |
| 2 | MTB |
M&T Bank Corp
|
4,808 | $1,144,352 | |
| 3 | TFC |
Truist Financial Corp
|
17,965 | $895,016 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,446 | $602,254 | |
| 5 | FRST |
Primis Financial Corp.
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|
5,914 | $96,812 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
1,102 | $46,625 | |
| 7 | NBTB |
Nbt Bancorp Inc
|
308 | $15,205 | |
| 8 | FXNC |
First National Corp /Va/
|
342 | $10,266 |
All Filings in FRST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,812 | 5,914 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $82,263 | 5,914 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||