Integrated Wealth Concepts’s Blue Ridge Bankshares BRBS Stock Holding History

Integrated Wealth Concepts’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	$919	Buy	+260	New	+$905	﹤0.01%	5555

Other funds holding BRBS

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Integrated Wealth Concepts's BRBS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Blue Ridge Bankshares (BRBS) in Q2 2026: 260 shares worth $919. The stake represents ﹤0.01% of the portfolio and ranks #5555 among its holdings.

106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

Integrated Wealth Concepts held 260 shares of Blue Ridge Bankshares worth $919 as of Q2 2026.
Blue Ridge Bankshares was a new Integrated Wealth Concepts position in Q2 2026.
Blue Ridge Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5555 holding.
106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

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