Capital Advisors Ltd’s Blue Ridge Bankshares BRBS Stock Holding History

Capital Advisors Ltd’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	$1K	Hold	209	–	–	﹤0.01%	1183
2026 Q1	$1K	Hold	209	–	–	﹤0.01%	1163
2025 Q4	$1K	Hold	209	–	–	﹤0.01%	1141
2025 Q3	$1K	Hold	209	–	–	﹤0.01%	1142
2025 Q2	$1K	Hold	209	–	–	﹤0.01%	1141
2025 Q1	$1K	Hold	209	–	–	﹤0.01%	1127
2024 Q4	$1K	Hold	209	–	–	﹤0.01%	1150
2024 Q3	$1K	Hold	209	–	–	﹤0.01%	1152
2024 Q2	$1K	Hold	209	–	–	﹤0.01%	1134
2024 Q1	$1K	Buy	+209	New	+$569	﹤0.01%	1130

Other funds holding BRBS

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Advisors Ltd's BRBS Position: Q2 2026 in Review

Capital Advisors Ltd held its Blue Ridge Bankshares (BRBS) position steady in Q2 2026 at 209 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Capital Advisors Ltd first reported a position in BRBS in Q1 2024 and has held it in 10 quarters since. 4 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

Capital Advisors Ltd held 209 shares of Blue Ridge Bankshares worth $1K as of Q2 2026.
Capital Advisors Ltd left its Blue Ridge Bankshares share count unchanged in Q2 2026.
Blue Ridge Bankshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1183 holding.
Capital Advisors Ltd first reported a position in Blue Ridge Bankshares in Q1 2024 and has held it in 10 quarters since.
4 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.