Essential Partners’s Blue Ridge Bankshares BRBS Stock Holding History

Essential Partners’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 Q3	$339	Sell	88 -214	-71%	-$801	﹤0.01%	2492
2026 Q2	$1.07K	Buy	302 +270	+844%	+$939	﹤0.01%	2222
2026 Q1	$134	Sell	32 -393	-92%	-$1.64K	﹤0.01%	2674
2025 Q4	$1.81K	Buy	425 +4	+1%	+$17	﹤0.01%	1837
2025 Q3	$1.78K	Buy	+421	New	+$1.63K	﹤0.01%	1826

Other funds holding BRBS

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Essential Partners's BRBS Position: Q3 2026 in Review

Essential Partners reduced its Blue Ridge Bankshares (BRBS) stake by 71% in Q3 2026, selling an estimated $801 and leaving 88 shares worth $339. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

Essential Partners first reported a position in BRBS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.81K in Q4 2025. 4 funds tracked by Wall St. Rank hold BRBS as of Q3 2026.

Essential Partners held 88 shares of Blue Ridge Bankshares worth $339 as of Q3 2026.
Essential Partners sold 214 Blue Ridge Bankshares shares in Q3 2026, an estimated $801.
Blue Ridge Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2492 holding.
Essential Partners first reported a position in Blue Ridge Bankshares in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Blue Ridge Bankshares position peaked at $1.81K in Q4 2025.
4 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.