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

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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.