Kennedy Capital Management’s Blue Ridge Bankshares BRBS Stock Holding History

Kennedy Capital 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	$778K	Sell	220,439 -9,051	-4%	-$31.5K	0.01%	516
2026 Q1	$964K	Hold	229,490	–	–	0.02%	491
2025 Q4	$980K	Sell	229,490 -40,184	-15%	-$174K	0.02%	485
2025 Q3	$1.14M	Hold	269,674	–	–	0.03%	493
2025 Q2	$968K	Hold	269,674	–	–	0.02%	510
2025 Q1	$879K	Hold	269,674	–	–	0.02%	530
2024 Q4	$868K	Buy	+269,674	New	+$849K	0.02%	605
2022 Q1	–	Sell	-137,529	Closed	-$2.46M	–	606
2021 Q4	$2.46M	Buy	137,529 +79,495	+137%	+$1.44M	0.05%	430
2021 Q3	$1.02M	Hold	58,034	–	–	0.02%	526
2021 Q2	$1.02M	Buy	58,034 +66	+0.1%	+$1.08K	0.02%	520
2021 Q1	$848K	Buy	+57,968	New	+$775K	0.02%	561

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

Kennedy Capital Management's BRBS Position: Q2 2026 in Review

Kennedy Capital Management reduced its Blue Ridge Bankshares (BRBS) stake by 3.9% in Q2 2026, selling an estimated $31.5K and leaving 220,439 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #516.

Kennedy Capital Management first reported a position in BRBS in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.46M in Q4 2021. 106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

Kennedy Capital Management held 220,439 shares of Blue Ridge Bankshares worth $778K as of Q2 2026.
Kennedy Capital Management sold 9,051 Blue Ridge Bankshares shares in Q2 2026, an estimated $31.5K.
Blue Ridge Bankshares made up 0.01% of Kennedy Capital Management's portfolio in Q2 2026, its #516 holding.
Kennedy Capital Management first reported a position in Blue Ridge Bankshares in Q1 2021 and has held it in 11 quarters since.
Kennedy Capital Management's Blue Ridge Bankshares position peaked at $2.46M in Q4 2021.
106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.