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 | 6,432,561 | 27,016 | 0.01% | 0.0% | 1 | -219,589 | -3.3% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 3,794,979 | 15,938 | 0.0% | 0.0% | 2 | -60,900 | -1.58% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,320,121 | 14,176 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Azora Capital LP | History | Reduced | 2,703,441 | 11,354 | 0.75% | 1.33% | 4 | -2,234,532 | -45.25% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,629,576 | 11,044 | 0.0% | — | 5 | +2,629,576 | New | Q1 2026 | May 15, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 2,535,105 | 10,629 | 0.77% | 0.42% | 6 | +1,292,777 | 104.06% | Q1 2026 | May 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 1,889,033 | 7,933 | 1.48% | 1.71% | 7 | -140,000 | -6.9% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,271,941 | 5,343 | 0.0% | 0.0% | 8 | -14,470 | -1.12% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,094,969 | 4,598 | 0.0% | 0.0% | 9 | +29,640 | 2.78% | Q1 2026 | May 15, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 1,016,932 | 4,271 | 3.79% | 3.92% | 10 | +17,995 | 1.8% | Q1 2026 | May 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 925,541 | 3,885 | 0.0% | 0.0% | 11 | +147,269 | 18.92% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 881,496 | 3,763 | 0.0% | 0.0% | 12 | +42,544 | 5.07% | Q1 2026 | May 15, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 803,446 | 3,366 | 2.59% | 2.83% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 687,463 | 2,887 | 0.0% | 0.0% | 14 | +62,141 | 9.94% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 540,453 | 2,269 | 0.0% | 0.0% | 15 | +59,300 | 12.32% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 536,751 | 2,254 | 0.0% | 0.0% | 16 | +20,680 | 4.01% | Q1 2026 | May 14, 2026 |
| EJF Capital LP | History | Added to | 524,303 | 2,202 | 1.55% | 1.1% | 17 | +72,472 | 16.04% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 389,567 | 1,636 | 0.0% | — | 18 | +389,567 | New | Q1 2026 | May 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 314,810 | 1,322 | 0.0% | — | 19 | +314,810 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 262,000 | 1,100 | 0.0% | 0.0% | 20 | +34,034 | 14.93% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 255,884 | 1,074 | 0.0% | 0.0% | 21 | -3,736 | -1.44% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 229,490 | 963 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 225,000 | 960 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 215,325 | 904 | 0.0% | 0.0% | 24 | +15,817 | 7.93% | Q1 2026 | May 15, 2026 |
| GENDELL JEFFREY L | History | No change | 214,608 | 901 | 0.01% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oppenheimer & Close, LLC | History | No change | 200,460 | 841 | 0.53% | 0.58% | 26 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 199,878 | 839 | 0.5% | 0.68% | 27 | -87,500 | -30.45% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 199,475 | 837 | 0.0% | 0.0% | 28 | +50,357 | 33.77% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 188,265 | 790 | 0.0% | 0.0% | 29 | -22,251 | -10.57% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 170,748 | 717 | 0.0% | 0.0% | 30 | +24,754 | 16.96% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 163,872 | 688 | 0.0% | 0.0% | 31 | -3,339 | -2.0% | Q1 2026 | May 05, 2026 |
| Blue Edge Capital, LLC | History | No change | 152,514 | 651 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 153,244 | 643 | 0.26% | 0.1% | 33 | +99,644 | 185.9% | Q1 2026 | May 05, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 151,148 | 634 | 0.03% | 0.04% | 34 | -35,015 | -18.81% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 125,934 | 528 | 0.0% | 0.0% | 35 | -978 | -0.77% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 115,997 | 487 | 0.01% | 0.01% | 36 | -14,299 | -10.97% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 115,453 | 484 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 111,121 | 466 | 0.0% | 0.0% | 38 | +24,421 | 28.17% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 91,124 | 382 | 0.0% | 0.0% | 39 | -90,772 | -49.9% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 89,560 | 376 | 0.0% | — | 40 | +89,560 | New | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 79,533 | 334 | 0.01% | 0.0% | 41 | +48,426 | 155.68% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | Reduced | 72,588 | 304 | 0.01% | 0.01% | 42 | -5,727 | -7.31% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 66,825 | 280 | 0.0% | 0.0% | 43 | +43,610 | 187.85% | Q1 2026 | May 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 65,938 | 276 | 0.08% | 0.09% | 44 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 64,758 | 271 | 0.0% | 0.0% | 45 | +8,454 | 15.01% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 60,328 | 253 | 0.0% | 0.0% | 46 | +13,502 | 28.83% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 47,869 | 201 | 0.0% | 0.0% | 47 | -3,536 | -6.88% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 46,909 | 198 | 0.0% | 0.0% | 48 | +6,762 | 16.84% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 41,398 | 173 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 40,809 | 171 | 0.06% | 0.03% | 50 | +19,929 | 95.45% | Q1 2026 | May 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 39,938 | 167 | 0.0% | 0.0% | 51 | +14,646 | 57.91% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 38,023 | 159 | 0.0% | 0.0% | 52 | -5,640 | -12.92% | Q1 2026 | May 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 44,955 | 154 | 0.01% | 0.01% | 53 | +14,444 | 47.34% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 36,574 | 153 | 0.0% | — | 54 | +36,574 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,609 | 149 | 0.0% | 0.0% | 55 | +22,222 | 166.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 149,854 | 149 | 0.01% | 0.0% | 56 | -5 | -0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 33,780 | 141 | 0.0% | 0.0% | 57 | -530 | -1.54% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 32,138 | 134 | 0.0% | 0.0% | 58 | +779 | 2.48% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 28,167 | 118 | 0.0% | 0.0% | 59 | -50,144 | -64.03% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,248 | 113 | 0.0% | 0.0% | 60 | -25,796 | -47.73% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | New | 26,281 | 110 | 0.0% | — | 61 | +26,281 | New | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,861 | 104 | 0.0% | 0.0% | 62 | -109,163 | -81.45% | Q1 2026 | May 12, 2026 |
| Harbor Advisors LLC | History | No change | 21,081 | 88 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 20,654 | 86 | 0.0% | 0.0% | 64 | -346 | -1.65% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 20,225 | 84 | 0.0% | 0.0% | 65 | -1,200 | -5.6% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 19,954 | 83 | 0.0% | 0.0% | 66 | -2,394 | -10.71% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 19,634 | 80 | 0.01% | 0.01% | 67 | -1,642 | -7.72% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 18,522 | 77 | 0.0% | — | 68 | +18,522 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,911 | 75 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MARSHALL WACE, LLP | History | New | 17,582 | 73 | 0.0% | — | 71 | +17,582 | New | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,536 | 73 | 0.0% | 0.0% | 70 | -6,477 | -26.97% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,350 | 72 | 0.0% | 0.0% | 72 | +14,463 | 500.97% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 16,011 | 67 | 0.0% | 0.0% | 73 | -89,451 | -84.82% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,729 | 66 | 0.0% | 0.0% | 74 | +352 | 2.29% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,989 | 62 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | Reduced | 14,723 | 61 | 0.0% | 0.0% | 76 | -1,000 | -6.36% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 14,400 | 60 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,963 | 58 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | New | 12,621 | 53 | 0.0% | — | 79 | +12,621 | New | Q1 2026 | May 14, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 11,500 | 48 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,390 | 47 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,850 | 45 | 0.0% | 0.0% | 82 | -3 | -0.03% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | New | 10,497 | 44 | 0.0% | — | 83 | +10,497 | New | Q1 2026 | May 05, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 10,080 | 42 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 6,731 | 28 | 0.0% | 0.0% | 85 | +5,017 | 292.71% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,559 | 27 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,451 | 27 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | No change | 5,819 | 24 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 5,707 | 23 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 4,259 | 17 | 0.0% | 0.0% | 90 | -17,481 | -80.41% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,650 | 15 | 0.0% | 0.0% | 91 | -497 | -11.98% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 2,500 | 10 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,258 | 9 | 0.0% | 0.0% | 93 | -1,630 | -41.92% | Q1 2026 | Apr 22, 2026 |
| FIRST HORIZON CORP | History | No change | 2,000 | 8 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 1,312 | 5 | 0.0% | 0.0% | 95 | -312 | -19.21% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,336 | 5 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 858 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 500 | 2 | 0.0% | 0.0% | 98 | -100 | -16.67% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 266 | 1 | 0.0% | 0.0% | 99 | -1,802 | -87.14% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 300 | 1 | 0.0% | 0.0% | 101 | -995 | -76.83% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 359 | 1 | 0.0% | 0.0% | 102 | -330 | -47.9% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 209 | 1 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -54,916 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,673 | -100.0% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,391 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -21,447 | -100.0% | Q1 2026 | May 08, 2026 |
| Evercore Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,295 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,326 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,077 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,119 | -100.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -393 | -92.47% | Q1 2026 | May 21, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 58 | 0 | — | — | — | +58 | New | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Reduced | 2 | 0 | — | — | — | -9 | -81.82% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6 | 0 | — | — | — | -8 | -57.14% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 192 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |