BLUE RIDGE BANKSHARES, INC. - BRBS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 6,652,150 | 28,404 | 0.0% | 0.0% | 1 | +2,324,750 | 53.72% | Q4 2025 | Feb 17, 2026 |
| Azora Capital LP | History | Added to | 4,937,973 | 21,085 | 1.33% | 0.88% | 2 | +469,316 | 10.5% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,855,879 | 16,464 | 0.0% | 0.0% | 3 | +59,111 | 1.56% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,320,121 | 14,176 | 0.0% | 0.0% | 4 | +360,997 | 12.2% | Q4 2025 | Jan 29, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 2,029,033 | 8,663 | 1.71% | 1.59% | 5 | -115,916 | -5.4% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,286,411 | 5,493 | 0.0% | 0.0% | 6 | +34,772 | 2.78% | Q4 2025 | Feb 09, 2026 |
| ALGEBRIS (UK) LTD | History | New | 1,242,328 | 5,307 | 0.42% | — | 7 | +1,242,328 | New | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | Added to | 1,065,329 | 4,548 | 0.0% | 0.0% | 8 | +65,776 | 6.58% | Q4 2025 | Feb 13, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 998,937 | 4,265 | 3.92% | 4.36% | 9 | -12,914 | -1.28% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 838,952 | 3,582 | 0.0% | 0.01% | 10 | -3,533,600 | -80.81% | Q4 2025 | Feb 17, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 803,446 | 3,438 | 2.83% | 2.76% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 778,272 | 3,322 | 0.0% | 0.0% | 12 | +135,681 | 21.11% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 625,322 | 2,670 | 0.0% | 0.0% | 13 | +53,176 | 9.29% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 516,071 | 2,203 | 0.0% | 0.0% | 14 | -42,045 | -7.53% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 481,153 | 2,054 | 0.0% | 0.0% | 15 | +853 | 0.18% | Q4 2025 | Feb 12, 2026 |
| EJF Capital LP | History | Added to | 451,831 | 1,929 | 1.1% | 0.86% | 16 | +100,000 | 28.42% | Q4 2025 | Feb 17, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 287,378 | 1,227 | 0.68% | 0.94% | 17 | -120,106 | -29.48% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 259,620 | 1,108 | 0.0% | 0.0% | 18 | +41,769 | 19.17% | Q4 2025 | Feb 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 229,490 | 979 | 0.02% | 0.03% | 19 | -40,184 | -14.9% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 227,966 | 973 | 0.0% | 0.0% | 20 | +2,350 | 1.04% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 225,000 | 960 | 0.0% | 0.0% | 21 | +114,500 | 103.62% | Q4 2025 | Feb 17, 2026 |
| GENDELL JEFFREY L | History | Reduced | 214,608 | 916 | 0.02% | 0.02% | 22 | -97,613 | -31.26% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 210,516 | 898 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oppenheimer & Close, LLC | History | No change | 200,460 | 855 | 0.58% | 0.57% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 199,508 | 851 | 0.0% | 0.0% | 25 | +31,097 | 18.46% | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 186,163 | 794 | 0.04% | 0.04% | 26 | -7,817 | -4.03% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 181,896 | 776 | 0.0% | 0.0% | 27 | +144,841 | 390.88% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 167,211 | 713 | 0.0% | 0.0% | 28 | +6,115 | 3.8% | Q4 2025 | Feb 10, 2026 |
| Blue Edge Capital, LLC | History | No change | 152,514 | 651 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | New | 149,859 | 639 | 0.0% | — | 30 | +149,859 | New | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 149,118 | 636 | 0.0% | 0.0% | 31 | +49,050 | 49.02% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 145,994 | 623 | 0.0% | 0.0% | 32 | +96,225 | 193.34% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 134,024 | 572 | 0.0% | 0.0% | 33 | +51,583 | 62.57% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 130,296 | 556 | 0.01% | 0.02% | 34 | -86,187 | -39.81% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 126,912 | 541 | 0.0% | 0.0% | 35 | +10,830 | 9.33% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 115,453 | 492 | 0.0% | 0.0% | 36 | +2,453 | 2.17% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Added to | 105,462 | 450 | 0.0% | 0.0% | 37 | +10,371 | 10.91% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 86,700 | 370 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 78,311 | 334 | 0.0% | 0.0% | 39 | +23,913 | 43.96% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | Added to | 78,315 | 334 | 0.01% | 0.01% | 40 | +10 | 0.01% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 65,938 | 281 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 56,304 | 240 | 0.0% | 0.0% | 42 | +32,222 | 133.8% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 54,916 | 234 | 0.0% | 0.01% | 43 | -50,542 | -47.93% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 54,044 | 230 | 0.0% | 0.0% | 44 | -7,747 | -12.54% | Q4 2025 | Feb 11, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 53,600 | 228 | 0.1% | 0.1% | 45 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 51,405 | 219 | 0.0% | 0.0% | 46 | -10,808 | -17.37% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 46,826 | 199 | 0.0% | 0.0% | 47 | -16,375 | -25.91% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 43,663 | 186 | 0.0% | 0.0% | 48 | -260 | -0.59% | Q4 2025 | Feb 19, 2026 |
| MetLife Investment Management, LLC | History | No change | 41,398 | 176 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 40,147 | 172 | 0.0% | 0.0% | 50 | +1,205 | 3.09% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 34,310 | 146 | 0.0% | 0.0% | 51 | +2,000 | 6.19% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 31,359 | 133 | 0.0% | 0.0% | 52 | +19 | 0.06% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Reduced | 31,107 | 132 | 0.0% | 0.01% | 53 | -8,797 | -22.05% | Q4 2025 | Feb 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 30,511 | 130 | 0.01% | 0.02% | 54 | -4,148 | -11.97% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 27,673 | 118 | 0.0% | — | 55 | +27,673 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 25,292 | 107 | 0.0% | 0.0% | 56 | +10,787 | 74.37% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 24,013 | 102 | 0.0% | 0.0% | 57 | +1,793 | 8.07% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,215 | 99 | 0.0% | 0.0% | 58 | -83,259 | -78.2% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 23,391 | 99 | 0.01% | — | 59 | +23,391 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 22,348 | 95 | 0.0% | — | 60 | +22,348 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 21,447 | 92 | 0.01% | 0.02% | 62 | -37,290 | -63.49% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 21,740 | 92 | 0.0% | 0.0% | 61 | +17,932 | 470.9% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 21,276 | 91 | 0.01% | 0.0% | 64 | +20,264 | 2002.37% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,425 | 91 | 0.0% | 0.0% | 63 | +3,632 | 20.41% | Q4 2025 | Feb 17, 2026 |
| Harbor Advisors LLC | History | No change | 21,081 | 90 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | New | 21,000 | 89 | 0.0% | — | 66 | +21,000 | New | Q4 2025 | Feb 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 20,000 | 85 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | New | 19,295 | 82 | 0.02% | — | 68 | +19,295 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,911 | 76 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 15,723 | 67 | 0.0% | — | 70 | +15,723 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,377 | 65 | 0.0% | 0.0% | 71 | -634 | -3.96% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,989 | 64 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 14,400 | 61 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,963 | 59 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,387 | 57 | 0.0% | — | 75 | +13,387 | New | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 12,326 | 52 | 0.0% | 0.0% | 76 | +791 | 6.86% | Q4 2025 | Feb 06, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 11,500 | 49 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,390 | 48 | 0.0% | 0.0% | 78 | +1,390 | 13.9% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 10,853 | 46 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 10,080 | 43 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,559 | 28 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,451 | 27 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Legal & General Group Plc | History | No change | 5,819 | 24 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 5,707 | 24 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 4,147 | 17 | 0.0% | 0.0% | 85 | +136 | 3.39% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,888 | 16 | 0.0% | 0.0% | 86 | -767 | -16.48% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 3,077 | 13 | 0.01% | — | 87 | +3,077 | New | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,887 | 12 | 0.0% | 0.0% | 88 | -2,915 | -50.24% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 2,500 | 10 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,068 | 9 | 0.0% | — | 91 | +2,068 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,119 | 9 | 0.0% | 0.0% | 90 | -75 | -3.42% | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | No change | 2,000 | 8 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 1,714 | 7 | 0.0% | 0.0% | 93 | +405 | 30.94% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,624 | 7 | 0.0% | 0.0% | 94 | +100 | 6.56% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,336 | 5 | 0.0% | 0.0% | 96 | +1,000 | 297.62% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,295 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 858 | 3 | 0.0% | 0.0% | 97 | -1 | -0.12% | Q4 2025 | Feb 03, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 600 | 2 | 0.0% | 0.0% | 98 | -3,900 | -86.67% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 689 | 2 | 0.0% | 0.0% | 99 | +14 | 2.07% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | New | 360 | 1 | 0.0% | — | 100 | +360 | New | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 234 | 1 | 0.0% | — | 101 | +234 | New | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 209 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,646 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TCV Trust & Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,216 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -15,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Polymer Capital Management (HK) LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -10,474 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -2,392 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -464 | -97.07% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -456 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -126 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -81 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 192 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |