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Cornerstone Planning Group’s Blue Ridge Bankshares BRBS Stock Holding History

Cornerstone Planning Group’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 		$649 Hold
192
– – ﹤0.01% 1618
2026
Q1 		$653 Hold
192
– – ﹤0.01% 1576
2025
Q4 		$822 Hold
192
– – ﹤0.01% 1393
2025
Q3 		$860 Hold
192
– – ﹤0.01% 1352
2025
Q2 		$666 Hold
192
– – ﹤0.01% 1218
2025
Q1 		$643 Hold
192
– – ﹤0.01% 1229
2024
Q4 		$647 Hold
192
– – ﹤0.01% 1063
2024
Q3 		$568 Hold
192
– – ﹤0.01% 1056
2024
Q2 		$488 Hold
192
– – ﹤0.01% 1083
2024
Q1 		$509 Buy
+192
New +$523 ﹤0.01% 939

Other funds holding BRBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cornerstone Planning Group's BRBS Position: Q2 2026 in Review

Cornerstone Planning Group held its Blue Ridge Bankshares (BRBS) position steady in Q2 2026 at 192 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Cornerstone Planning Group first reported a position in BRBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $860 in Q3 2025. 38 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Cornerstone Planning Group held 192 shares of Blue Ridge Bankshares worth $649 as of Q2 2026.
  • Cornerstone Planning Group left its Blue Ridge Bankshares share count unchanged in Q2 2026.
  • Blue Ridge Bankshares made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1618 holding.
  • Cornerstone Planning Group first reported a position in Blue Ridge Bankshares in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Blue Ridge Bankshares position peaked at $860 in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.