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 | No change | 6,296,410 | 22,226 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,260,106 | 15,038 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,428,754 | 8,573 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANC FUNDS CO LLC | History | No change | 1,889,033 | 6,668 | 1.1% | 1.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,495,207 | 5,757 | 0.0% | 0.0% | 5 | +154,116 | 11.49% | Q3 2026 | Nov 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,382,544 | 5,322 | 0.0% | 0.0% | 6 | +249,237 | 21.99% | Q3 2026 | Nov 04, 2026 |
| ABC ARBITRAGE SA | History | New | 1,087,754 | 4,187 | 0.41% | — | 7 | +1,087,754 | New | Q3 2026 | Oct 23, 2026 |
| STATE STREET CORP | History | No change | 1,090,269 | 3,848 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 812,162 | 3,411 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 911,783 | 3,218 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 803,446 | 2,840 | 1.96% | 1.96% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 544,961 | 1,923 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | No change | 501,105 | 1,768 | 1.11% | 1.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EJF Capital LP | History | No change | 473,353 | 1,670 | 1.12% | 1.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 466,653 | 1,647 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 441,021 | 1,556 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 388,388 | 1,371 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 342,939 | 1,210 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 333,090 | 1,175 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 330,000 | 1,164 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 328,432 | 1,159 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 220,439 | 778 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENDELL JEFFREY L | History | No change | 214,608 | 757 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oppenheimer & Close, LLC | History | No change | 200,460 | 707 | 0.45% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 199,945 | 705 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 186,092 | 656 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 168,701 | 649 | 0.0% | 0.0% | 27 | +5,060 | 3.09% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 174,238 | 615 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 168,917 | 596 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 164,278 | 579 | 0.22% | 0.22% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 152,611 | 538 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 152,514 | 538 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 133,064 | 469 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 119,291 | 421 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 104,645 | 369 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 92,223 | 325 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 90,997 | 321 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 86,302 | 304 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 72,588 | 256 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | No change | 65,938 | 253 | 0.07% | 0.06% | 40 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 65,271 | 230 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 64,560 | 227 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 58,583 | 225 | 0.0% | 0.0% | 43 | -8,384 | -12.52% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,753 | 203 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 56,297 | 198 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 49,691 | 176 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 49,458 | 174 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 39,807 | 140 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 35,801 | 137 | 0.0% | 0.0% | 50 | +777 | 2.22% | Q3 2026 | Nov 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 39,079 | 137 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,138 | 131 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 37,297 | 131 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 35,400 | 124 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 33,465 | 119 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 32,594 | 115 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 30,287 | 106 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 26,557 | 102 | 0.0% | 0.0% | 57 | +16,735 | 170.38% | Q3 2026 | Nov 06, 2026 |
| Creative Planning | History | New | 25,505 | 98 | 0.0% | — | 58 | +25,505 | New | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,281 | 92 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 23,780 | 91 | 0.0% | 0.0% | 60 | -10,000 | -29.6% | Q3 2026 | Nov 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 25,223 | 89 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Focus Partners Wealth | History | No change | 21,670 | 76 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 19,634 | 75 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Harbor Advisors LLC | History | No change | 21,081 | 74 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,522 | 65 | 0.0% | 0.0% | 65 | 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% | 66 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,989 | 52 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 14,559 | 51 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 12,500 | 49 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| &PARTNERS | History | No change | 13,123 | 46 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,201 | 43 | 0.0% | 0.0% | 71 | +10,146 | 961.71% | Q3 2026 | Oct 08, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,390 | 40 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 11,341 | 40 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,562 | 38 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 10,793 | 38 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,000 | 35 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cannon Wealth Management Services, LLC | History | No change | 10,080 | 35 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,147 | 32 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,158 | 32 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6,451 | 24 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,559 | 23 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 5,819 | 20 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 3,226 | 12 | 0.0% | 0.0% | 83 | -27,123 | -89.37% | Q3 2026 | Nov 04, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 2,500 | 9 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FIRST HORIZON CORP | History | No change | 2,000 | 7 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FMR LLC | History | No change | 2,088 | 7 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,297 | 4 | 0.0% | 0.0% | 87 | +35 | 2.77% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,295 | 4 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 906 | 3 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 858 | 3 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 778 | 2 | 0.0% | — | 92 | +778 | New | Q3 2026 | Nov 06, 2026 |
| Arax Advisory Partners | History | No change | 710 | 2 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | New | 360 | 1 | 0.0% | — | 95 | +360 | New | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 329 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 209 | 1 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ALGEBRIS (UK) LTD | History | Closed out | 0 | 0 | — | 0.59% | — | -2,553,967 | -100.0% | Q3 2026 | Nov 06, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.8% | — | -1,025,916 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SALZHAUER MICHAEL | History | Closed out | 0 | 0 | — | 0.07% | — | -56,000 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,695 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,409 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | Reduced | 88 | 0 | — | 0.0% | — | -214 | -70.86% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -192 | -100.0% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | New | 156 | 0 | — | — | — | +156 | New | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 73 | 0 | — | — | — | +61 | 508.33% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 69 | 0 | — | — | — | -45 | -39.47% | Q3 2026 | Nov 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Root Financial Partners, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 4 | 0 | — | — | — | -11 | -73.33% | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 240 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |