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

Heritage 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 Q1	$305K	Sell	72,588 -5,727	-7%	-$24K	0.01%	171
2025 Q4	$334K	Buy	78,315 +10	+0%	+$43	0.01%	176
2025 Q3	$331K	Hold	78,305	–	–	0.01%	162
2025 Q2	$281K	Hold	78,305	–	–	0.01%	177
2025 Q1	$255K	Hold	78,305	–	–	0.01%	178
2024 Q4	$252K	Hold	78,305	–	–	0.01%	182
2024 Q3	$219K	Hold	78,305	–	–	0.01%	204
2024 Q2	$204K	Hold	78,305	–	–	0.01%	199
2024 Q1	$211K	Sell	78,305 -500	-0.6%	-$1.36K	0.01%	206
2023 Q4	$239K	Sell	78,805 -70,928	-47%	-$217K	0.01%	197
2023 Q3	$677K	Hold	149,733	–	–	0.04%	106
2023 Q2	$1.33M	Buy	149,733 +2	+0%	+$18	0.07%	67
2023 Q1	$1.53M	Buy	149,731 +1	+0%	+$12	0.09%	61
2022 Q4	$1.87M	Buy	149,730 +141,683	+1,761%	+$1.83M	0.11%	59
2022 Q3	$102K	Hold	8,047	–	–	0.01%	249
2022 Q2	$123K	Hold	8,047	–	–	0.01%	242
2022 Q1	$122K	Hold	8,047	–	–	0.01%	232
2021 Q4	$144K	Hold	8,047	–	–	0.01%	230
2021 Q3	$142K	Sell	8,047 -7,500	-48%	-$131K	0.01%	225
2021 Q2	$272K	Sell	15,547 -1	-0%	-$16	0.02%	179
2021 Q1	$227K	Buy	+15,548	New	+$208K	0.01%	193

Other funds holding BRBS

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heritage Wealth Advisors's BRBS Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Blue Ridge Bankshares (BRBS) stake by 7.3% in Q1 2026, selling an estimated $24K and leaving 72,588 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #171.

Heritage Wealth Advisors first reported a position in BRBS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.87M in Q4 2022. 107 funds tracked by Wall St. Rank hold BRBS as of Q1 2026.

Heritage Wealth Advisors held 72,588 shares of Blue Ridge Bankshares worth $305K as of Q1 2026.
Heritage Wealth Advisors sold 5,727 Blue Ridge Bankshares shares in Q1 2026, an estimated $24K.
Blue Ridge Bankshares made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #171 holding.
Heritage Wealth Advisors first reported a position in Blue Ridge Bankshares in Q1 2021 and has held it in 21 quarters since.
Heritage Wealth Advisors's Blue Ridge Bankshares position peaked at $1.87M in Q4 2022.
107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.