BLUE RIDGE BANKSHARES, INC. - BRBS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 6,296,410 | 22,226 | 0.0% | 0.01% | 1 | -136,151 | -2.12% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 4,260,106 | 15,038 | 0.0% | 0.0% | 2 | +465,127 | 12.26% | Q2 2026 | Aug 07, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 2,553,967 | 8,987 | 0.59% | 0.77% | 3 | +18,862 | 0.74% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 2,428,754 | 8,573 | 0.0% | 0.0% | 4 | -200,822 | -7.64% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 1,889,033 | 6,668 | 1.1% | 1.48% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,341,091 | 4,734 | 0.0% | 0.0% | 6 | +69,150 | 5.44% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,133,307 | 4,000 | 0.0% | 0.0% | 7 | +207,766 | 22.45% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Reduced | 1,090,269 | 3,848 | 0.0% | 0.0% | 8 | -4,700 | -0.43% | Q2 2026 | Aug 07, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 1,025,916 | 3,621 | 2.8% | 3.79% | 9 | +8,984 | 0.88% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 812,162 | 3,411 | 0.0% | 0.0% | 10 | -69,334 | -7.87% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 911,783 | 3,218 | 0.0% | 0.0% | 11 | +224,320 | 32.63% | Q2 2026 | Aug 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 803,446 | 2,840 | 1.96% | 2.59% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 544,961 | 1,923 | 0.0% | 0.0% | 13 | +8,210 | 1.53% | Q2 2026 | Aug 13, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Added to | 501,105 | 1,768 | 1.11% | 0.5% | 14 | +301,227 | 150.71% | Q2 2026 | Aug 14, 2026 |
| EJF Capital LP | History | Reduced | 473,353 | 1,670 | 1.12% | 1.55% | 15 | -50,950 | -9.72% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 466,653 | 1,647 | 0.0% | 0.0% | 16 | -73,800 | -13.66% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 441,021 | 1,556 | 0.0% | 0.0% | 17 | +51,454 | 13.21% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 388,388 | 1,371 | 0.0% | 0.0% | 18 | +132,504 | 51.78% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 342,939 | 1,210 | 0.0% | 0.0% | 19 | +325,357 | 1850.51% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 333,090 | 1,175 | 0.0% | 0.0% | 20 | +18,280 | 5.81% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 330,000 | 1,164 | 0.0% | 0.0% | 21 | +68,000 | 25.95% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 328,432 | 1,159 | 0.0% | 0.0% | 22 | +261,607 | 391.48% | Q2 2026 | Sep 02, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 220,439 | 778 | 0.01% | 0.02% | 23 | -9,051 | -3.94% | Q2 2026 | Aug 14, 2026 |
| GENDELL JEFFREY L | History | No change | 214,608 | 757 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 200,460 | 707 | 0.45% | 0.53% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 199,945 | 705 | 0.0% | 0.0% | 26 | +11,680 | 6.2% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 186,092 | 656 | 0.0% | 0.0% | 27 | -29,233 | -13.58% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 174,238 | 615 | 0.0% | 0.0% | 28 | +24,384 | 16.27% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 168,917 | 596 | 0.0% | 0.0% | 29 | -30,558 | -15.32% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 164,278 | 579 | 0.22% | 0.26% | 30 | +11,034 | 7.2% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 163,641 | 577 | 0.0% | 0.0% | 31 | -231 | -0.14% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 152,611 | 538 | 0.0% | 0.0% | 32 | -18,137 | -10.62% | Q2 2026 | Aug 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 152,514 | 538 | 0.06% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 133,064 | 469 | 0.02% | 0.03% | 34 | -18,084 | -11.96% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 119,291 | 421 | 0.0% | 0.0% | 35 | -6,643 | -5.27% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 104,645 | 369 | 0.0% | 0.0% | 36 | +84,420 | 417.4% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | New | 92,223 | 325 | 0.0% | — | 37 | +92,223 | New | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 90,997 | 321 | 0.01% | 0.01% | 38 | -25,000 | -21.55% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 86,302 | 304 | 0.0% | 0.0% | 39 | -24,819 | -22.34% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 72,588 | 256 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 66,967 | 236 | 0.0% | 0.0% | 41 | +6,639 | 11.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 65,938 | 232 | 0.06% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 65,271 | 230 | 0.0% | 0.0% | 43 | +513 | 0.79% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 64,560 | 227 | 0.0% | 0.0% | 44 | -25,000 | -27.91% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 57,753 | 203 | 0.0% | 0.0% | 45 | +29,586 | 105.04% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 56,297 | 198 | 0.01% | 0.01% | 46 | +11,342 | 25.23% | Q2 2026 | Aug 13, 2026 |
| SALZHAUER MICHAEL | History | New | 56,000 | 197 | 0.07% | — | 47 | +56,000 | New | Q2 2026 | Jul 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,691 | 176 | 0.0% | 0.0% | 48 | +2,782 | 5.93% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 49,458 | 174 | 0.0% | 0.0% | 49 | +1,589 | 3.32% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 39,807 | 140 | 0.0% | 0.0% | 50 | -1,591 | -3.84% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 39,079 | 137 | 0.0% | 0.0% | 51 | -859 | -2.15% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 37,138 | 131 | 0.0% | 0.0% | 52 | -78,315 | -67.83% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 37,297 | 131 | 0.0% | 0.0% | 53 | -726 | -1.91% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 35,400 | 124 | 0.0% | 0.0% | 54 | +22,779 | 180.48% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 35,024 | 123 | 0.0% | 0.0% | 55 | +29,317 | 513.7% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,465 | 119 | 0.0% | 0.0% | 56 | +5,217 | 18.47% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 33,780 | 119 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 32,594 | 115 | 0.0% | 0.0% | 58 | -58,530 | -64.23% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 30,349 | 107 | 0.0% | 0.0% | 59 | +23,618 | 350.88% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 30,287 | 106 | 0.0% | 0.0% | 60 | -1,851 | -5.76% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,281 | 92 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 25,223 | 89 | 0.0% | 0.0% | 62 | +5,269 | 26.41% | Q2 2026 | Sep 09, 2026 |
| Focus Partners Wealth | History | Added to | 21,670 | 76 | 0.0% | 0.0% | 63 | +1,016 | 4.92% | Q2 2026 | Aug 12, 2026 |
| Harbor Advisors LLC | History | No change | 21,081 | 74 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 19,634 | 70 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 19,695 | 69 | 0.0% | — | 66 | +19,695 | New | Q2 2026 | Jul 30, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,522 | 65 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,911 | 63 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,989 | 52 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,559 | 51 | 0.0% | 0.0% | 70 | -2,977 | -16.98% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 14,409 | 50 | 0.0% | 0.0% | 71 | +9 | 0.06% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | Reduced | 13,123 | 46 | 0.0% | 0.0% | 72 | -1,600 | -10.87% | Q2 2026 | Aug 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 10,850 | 45 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ELLERSON GROUP INC /ADV | History | Added to | 12,500 | 44 | 0.03% | 0.03% | 74 | +1,000 | 8.7% | Q2 2026 | Jul 31, 2026 |
| RAFFLES ASSOCIATES LP | History | New | 11,341 | 40 | 0.04% | — | 76 | +11,341 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,390 | 40 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,562 | 38 | 0.0% | 0.0% | 77 | +10,296 | 3870.68% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,793 | 38 | 0.0% | 0.0% | 78 | +296 | 2.82% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | New | 10,000 | 35 | 0.0% | — | 80 | +10,000 | New | Q2 2026 | Aug 05, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 10,080 | 35 | 0.02% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Reduced | 9,822 | 34 | 0.0% | 0.0% | 81 | -6,189 | -38.65% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 9,158 | 32 | 0.0% | 0.0% | 83 | -8,192 | -47.22% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,147 | 32 | 0.0% | 0.0% | 82 | -6,582 | -41.85% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,559 | 23 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,451 | 22 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legal & General Group Plc | History | No change | 5,819 | 20 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 2,500 | 8 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | Reduced | 2,088 | 7 | 0.0% | 0.0% | 89 | -2,171 | -50.97% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 2,000 | 7 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 1,312 | 5 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,262 | 4 | 0.0% | 0.0% | 91 | -996 | -44.11% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,295 | 4 | 0.0% | 0.0% | 92 | +995 | 331.67% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 906 | 3 | 0.0% | 0.0% | 93 | -2,744 | -75.18% | Q2 2026 | Aug 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,055 | 3 | 0.0% | 0.0% | 95 | -281 | -21.03% | Q2 2026 | Jul 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 858 | 3 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | New | 710 | 2 | 0.0% | — | 96 | +710 | New | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | New | 329 | 1 | 0.0% | — | 99 | +329 | New | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 302 | 1 | 0.0% | — | 98 | +270 | 843.75% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 209 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 0.75% | — | -2,703,441 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -79,533 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Arcus Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -40,809 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,574 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,609 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,861 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,963 | -100.0% | Q2 2026 | Jul 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 240 | 0 | — | 0.0% | — | -260 | -52.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 114 | 0 | — | — | — | +108 | 1800.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 76 | 0 | — | — | — | +76 | New | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -58 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 12 | 0 | — | — | — | +8 | 200.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 192 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |