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Journey Strategic Wealth’s Blue Ridge Bankshares BRBS Stock Holding History

Journey Strategic 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
Q1 		$45.6K Sell
10,850
-3
-0% -$13 ﹤0.01% 815
2025
Q4 		$46.3K Hold
10,853
– – ﹤0.01% 757
2025
Q3 		$45.9K Buy
10,853
+37
+0.3% +$143 ﹤0.01% 704
2025
Q2 		$38.8K Hold
10,816
– – ﹤0.01% 659
2025
Q1 		$35.3K Hold
10,816
– – ﹤0.01% 501
2024
Q4 		$34.8K Hold
10,816
– – ﹤0.01% 499
2024
Q3 		$30.3K Hold
10,816
– – ﹤0.01% 506
2024
Q2 		$28.2K Hold
10,816
– – ﹤0.01% 398
2024
Q1 		$29.1K Buy
+10,816
New +$29.4K ﹤0.01% 316
2023
Q4 		– Sell
-12,249
Closed -$55.4K – 238
2023
Q3 		$55.4K Hold
12,249
– – ﹤0.01% 200
2023
Q2 		$108K Sell
12,249
-56
-0.5% -$507 ﹤0.01% 190
2023
Q1 		$126K Buy
12,305
+22
+0.2% +$261 0.01% 241
2022
Q4 		$153K Buy
+12,283
New +$159K 0.02% 226

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
AU
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Journey Strategic Wealth's BRBS Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Blue Ridge Bankshares (BRBS) stake by 0.03% in Q1 2026, selling an estimated $13 and leaving 10,850 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Journey Strategic Wealth first reported a position in BRBS in Q4 2022 and has held it in 13 quarters since. The position peaked at $153K in Q4 2022. 107 funds tracked by Wall St. Rank hold BRBS as of Q1 2026.

  • Journey Strategic Wealth held 10,850 shares of Blue Ridge Bankshares worth $45.6K as of Q1 2026.
  • Journey Strategic Wealth sold 3 Blue Ridge Bankshares shares in Q1 2026, an estimated $13.
  • Blue Ridge Bankshares made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #815 holding.
  • Journey Strategic Wealth first reported a position in Blue Ridge Bankshares in Q4 2022 and has held it in 13 quarters since.
  • Journey Strategic Wealth's Blue Ridge Bankshares position peaked at $153K in Q4 2022.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.