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Evercore Wealth Management’s Blue Ridge Bankshares BRBS Stock Holding History

Evercore Wealth Management’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
Q1 		– Sell
-20,000
Closed -$85.4K – 422
2025
Q4 		$85.4K Hold
20,000
– – ﹤0.01% 412
2025
Q3 		$84.6K Hold
20,000
– – ﹤0.01% 409
2025
Q2 		$71.8K Hold
20,000
– – ﹤0.01% 403
2025
Q1 		$65.2K Buy
+20,000
New +$68.3K ﹤0.01% 413

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evercore Wealth Management's BRBS Position: Q1 2026 in Review

Evercore Wealth Management sold out of Blue Ridge Bankshares (BRBS) in Q1 2026, closing a stake of 20,000 shares — an estimated $85.4K sold.

Evercore Wealth Management first reported a position in BRBS in Q1 2025 and held it in 4 quarters. The position peaked at $85.4K in Q4 2025. 107 funds tracked by Wall St. Rank hold BRBS as of Q1 2026.

  • Evercore Wealth Management reported no remaining Blue Ridge Bankshares position as of Q1 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 20,000 Blue Ridge Bankshares shares in Q1 2026, an estimated $85.4K.
  • Evercore Wealth Management first reported a position in Blue Ridge Bankshares in Q1 2025 and held it in 4 quarters.
  • Evercore Wealth Management's Blue Ridge Bankshares position peaked at $85.4K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.