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Allworth Financial’s Blue Ridge Bankshares BRBS Stock Holding History

Allworth Financial’s Portfolio BRBS Stock Details BRBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16K Buy
+329
New +$1.15K ﹤0.01% 4677
2026
Q1 		– Sell
-234
Closed -$1K – 5206
2025
Q4 		$1K Buy
+234
New +$1.01K ﹤0.01% 4354

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allworth Financial's BRBS Position: Q2 2026 in Review

Allworth Financial opened a new position in Blue Ridge Bankshares (BRBS) in Q2 2026: 329 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #4677 among its holdings. This is a return to the name: Allworth Financial previously reported a position in BRBS as recently as Q4 2025.

Allworth Financial first reported a position in BRBS in Q4 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Allworth Financial held 329 shares of Blue Ridge Bankshares worth $1.16K as of Q2 2026.
  • Blue Ridge Bankshares was a new Allworth Financial position in Q2 2026.
  • Blue Ridge Bankshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4677 holding.
  • Allworth Financial first reported a position in Blue Ridge Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.