Focus Partners Wealth
BRBS icon

Focus Partners Wealth’s Blue Ridge Bankshares BRBS Stock Holding History

Focus Partners Wealth’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 		$76.5K Buy
21,670
+1,016
+5% +$3.54K ﹤0.01% 2649
2026
Q1 		$86.7K Sell
20,654
-346
-2% -$1.45K ﹤0.01% 2530
2025
Q4 		$89.7K Buy
+21,000
New +$91.1K ﹤0.01% 2561

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's BRBS Position: Q2 2026 in Review

Focus Partners Wealth increased its Blue Ridge Bankshares (BRBS) stake by 4.9% in Q2 2026, buying an estimated $3.54K and bringing the position to 21,670 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Focus Partners Wealth first reported a position in BRBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $89.7K in Q4 2025. 105 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Focus Partners Wealth held 21,670 shares of Blue Ridge Bankshares worth $76.5K as of Q2 2026.
  • Focus Partners Wealth bought 1,016 Blue Ridge Bankshares shares in Q2 2026, an estimated $3.54K.
  • Blue Ridge Bankshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2649 holding.
  • Focus Partners Wealth first reported a position in Blue Ridge Bankshares in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Blue Ridge Bankshares position peaked at $89.7K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.