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Caldwell Sutter Capital’s Blue Ridge Bankshares BRBS Stock Holding History

Caldwell Sutter Capital’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 		$580K Buy
164,278
+11,034
+7% +$38.4K 0.22% 109
2026
Q1 		$644K Buy
153,244
+99,644
+186% +$417K 0.26% 97
2025
Q4 		$229K Hold
53,600
– – 0.1% 198
2025
Q3 		$227K Hold
53,600
– – 0.1% 194
2025
Q2 		$192K Hold
53,600
– – 0.09% 212
2025
Q1 		$175K Hold
53,600
– – 0.08% 215
2024
Q4 		$173K Buy
+53,600
New +$169K 0.08% 216

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's BRBS Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Blue Ridge Bankshares (BRBS) stake by 7.2% in Q2 2026, buying an estimated $38.4K and bringing the position to 164,278 shares worth $580K. The position accounts for 0.22% of the portfolio, ranked #109.

Caldwell Sutter Capital first reported a position in BRBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $644K in Q1 2026. 106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Caldwell Sutter Capital held 164,278 shares of Blue Ridge Bankshares worth $580K as of Q2 2026.
  • Caldwell Sutter Capital bought 11,034 Blue Ridge Bankshares shares in Q2 2026, an estimated $38.4K.
  • Blue Ridge Bankshares made up 0.22% of Caldwell Sutter Capital's portfolio in Q2 2026, its #109 holding.
  • Caldwell Sutter Capital first reported a position in Blue Ridge Bankshares in Q4 2024 and has held it in 7 quarters since.
  • Caldwell Sutter Capital's Blue Ridge Bankshares position peaked at $644K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.