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Graham Capital Wealth Management’s Blue Ridge Bankshares BRBS Stock Holding History

Graham Capital 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
Q2 		$3.62M Buy
1,025,916
+8,984
+0.9% +$31.3K 2.8% 13
2026
Q1 		$4.27M Buy
1,016,932
+17,995
+2% +$75.3K 3.79% 9
2025
Q4 		$4.27M Sell
998,937
-12,914
-1% -$56K 3.92% 5
2025
Q3 		$4.28M Buy
1,011,851
+175,955
+21% +$682K 4.36% 4
2025
Q2 		$3M Buy
835,896
+69,574
+9% +$234K 3.33% 8
2025
Q1 		$2.5M Buy
766,322
+243,844
+47% +$833K 2.67% 18
2024
Q4 		$1.68M Buy
522,478
+488,687
+1,446% +$1.54M 1.45% 34
2024
Q3 		$94.6K Buy
+33,791
New +$92.2K 0.1% 57

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Graham Capital Wealth Management's BRBS Position: Q2 2026 in Review

Graham Capital Wealth Management increased its Blue Ridge Bankshares (BRBS) stake by 0.88% in Q2 2026, buying an estimated $31.3K and bringing the position to 1,025,916 shares worth $3.62M. The position accounts for 2.8% of the portfolio, ranked #13.

Graham Capital Wealth Management first reported a position in BRBS in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.28M in Q3 2025. 106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Graham Capital Wealth Management held 1,025,916 shares of Blue Ridge Bankshares worth $3.62M as of Q2 2026.
  • Graham Capital Wealth Management bought 8,984 Blue Ridge Bankshares shares in Q2 2026, an estimated $31.3K.
  • Blue Ridge Bankshares made up 2.8% of Graham Capital Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Graham Capital Wealth Management first reported a position in Blue Ridge Bankshares in Q3 2024 and has held it in 8 quarters since.
  • Graham Capital Wealth Management's Blue Ridge Bankshares position peaked at $4.28M in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.