Creative Planning
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Creative Planning’s Blue Ridge Bankshares BRBS Stock Holding History

Creative Planning’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
2025
Q4 		– Sell
-15,426
Closed -$65.3K – 3925
2025
Q3 		$65.3K Buy
+15,426
New +$59.8K ﹤0.01% 3733

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's BRBS Position: Q4 2025 in Review

Creative Planning sold out of Blue Ridge Bankshares (BRBS) in Q4 2025, closing a stake of 15,426 shares — an estimated $65.3K sold.

Creative Planning first reported a position in BRBS in Q3 2025 and held it in 1 quarter. The position peaked at $65.3K in Q3 2025. 107 funds tracked by Wall St. Rank hold BRBS as of Q4 2025.

  • Creative Planning reported no remaining Blue Ridge Bankshares position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 15,426 Blue Ridge Bankshares shares in Q4 2025, an estimated $65.3K.
  • Creative Planning first reported a position in Blue Ridge Bankshares in Q3 2025 and held it in 1 quarter.
  • Creative Planning's Blue Ridge Bankshares position peaked at $65.3K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.