Kovitz Investment Group Partners
BRBS icon

Kovitz Investment Group Partners’s Blue Ridge Bankshares BRBS Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-21,000
Closed -$88.8K – 554
2025
Q3 		$88.8K Hold
21,000
– – ﹤0.01% 1375
2025
Q2 		$76.4K Buy
+21,000
New +$70.7K ﹤0.01% 1338

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kovitz Investment Group Partners's BRBS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Blue Ridge Bankshares (BRBS) in Q4 2025, closing a stake of 21,000 shares — an estimated $88.8K sold.

Kovitz Investment Group Partners first reported a position in BRBS in Q2 2025 and held it in 2 quarters. The position peaked at $88.8K in Q3 2025. 107 funds tracked by Wall St. Rank hold BRBS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Blue Ridge Bankshares position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 21,000 Blue Ridge Bankshares shares in Q4 2025, an estimated $88.8K.
  • Kovitz Investment Group Partners first reported a position in Blue Ridge Bankshares in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Blue Ridge Bankshares position peaked at $88.8K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.