EverSource Wealth Advisors’s Blue Ridge Bankshares BRBS Stock Holding History

EverSource Wealth Advisors’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	$403	Buy	114 +108	+1,800%	+$376	﹤0.01%	4165
2026 Q1	$25	Sell	6 -8	-57%	-$33	﹤0.01%	4351
2025 Q4	$60	Sell	14 -464	-97%	-$2.01K	﹤0.01%	4157
2025 Q3	$2.02K	Buy	478 +12	+3%	+$46	﹤0.01%	3511
2025 Q2	$1.67K	Hold	466	–	–	﹤0.01%	3558
2025 Q1	$1.52K	Hold	466	–	–	﹤0.01%	3059
2024 Q4	$1.5K	Sell	466 -465	-50%	-$1.46K	﹤0.01%	2826
2024 Q3	$2.61K	Hold	931	–	–	﹤0.01%	2452
2024 Q2	$2.59K	Hold	931	–	–	﹤0.01%	2463
2024 Q1	$2.33K	Hold	931	–	–	﹤0.01%	2327
2023 Q4	$2.82K	Hold	931	–	–	﹤0.01%	2076
2023 Q3	$4.21K	Hold	931	–	–	﹤0.01%	1768
2023 Q2	$8.24K	Hold	931	–	–	﹤0.01%	1531
2023 Q1	$9.5K	Hold	931	–	–	﹤0.01%	1387
2022 Q4	$11.6K	Hold	931	–	–	﹤0.01%	1273
2022 Q3	$12K	Hold	931	–	–	﹤0.01%	1067
2022 Q2	$14K	Hold	931	–	–	﹤0.01%	923
2022 Q1	$14K	Hold	931	–	–	﹤0.01%	834
2021 Q4	$17K	Buy	+931	New	+$16.9K	﹤0.01%	742

Other funds holding BRBS

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Ellerson Group Annapolis, Maryland $169M AUM 34.68% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

EverSource Wealth Advisors's BRBS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Blue Ridge Bankshares (BRBS) stake by 1,800% in Q2 2026, buying an estimated $376 and bringing the position to 114 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #4165.

EverSource Wealth Advisors first reported a position in BRBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $17K in Q4 2021. 21 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

EverSource Wealth Advisors held 114 shares of Blue Ridge Bankshares worth $403 as of Q2 2026.
EverSource Wealth Advisors bought 108 Blue Ridge Bankshares shares in Q2 2026, an estimated $376.
Blue Ridge Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4165 holding.
EverSource Wealth Advisors first reported a position in Blue Ridge Bankshares in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Blue Ridge Bankshares position peaked at $17K in Q4 2021.
21 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.