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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
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

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

Essential Partners's BRBS Position: Q2 2026 in Review

Essential Partners increased its Blue Ridge Bankshares (BRBS) stake by 844% in Q2 2026, buying an estimated $939 and bringing the position to 302 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Essential Partners first reported a position in BRBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.81K in Q4 2025. 106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Essential Partners held 302 shares of Blue Ridge Bankshares worth $1.07K as of Q2 2026.
  • Essential Partners bought 270 Blue Ridge Bankshares shares in Q2 2026, an estimated $939.
  • Blue Ridge Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2222 holding.
  • Essential Partners first reported a position in Blue Ridge Bankshares in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Blue Ridge Bankshares position peaked at $1.81K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.