LPL Financial
BRBS icon

LPL Financial’s Blue Ridge Bankshares BRBS Stock Holding History

LPL Financial’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 		$119K Hold
33,780
– – ﹤0.01% 5888
2026
Q1 		$142K Sell
33,780
-530
-2% -$2.22K ﹤0.01% 5599
2025
Q4 		$147K Buy
34,310
+2,000
+6% +$8.67K ﹤0.01% 5535
2025
Q3 		$137K Hold
32,310
– – ﹤0.01% 5443
2025
Q2 		$116K Sell
32,310
-1,750
-5% -$5.89K ﹤0.01% 5238
2025
Q1 		$111K Buy
34,060
+10,000
+42% +$34.2K ﹤0.01% 5015
2024
Q4 		$77.5K Buy
24,060
+13,339
+124% +$42K ﹤0.01% 5041
2024
Q3 		$30K Sell
10,721
-2,000
-16% -$5.46K ﹤0.01% 5051
2024
Q2 		$33.2K Hold
12,721
– – ﹤0.01% 4890
2024
Q1 		$34.2K Hold
12,721
– – ﹤0.01% 4799
2023
Q4 		$38.5K Buy
+12,721
New +$38.9K ﹤0.01% 4681

Other funds holding BRBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LPL Financial's BRBS Position: Q2 2026 in Review

LPL Financial held its Blue Ridge Bankshares (BRBS) position steady in Q2 2026 at 33,780 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #5888.

LPL Financial first reported a position in BRBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q4 2025. 35 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • LPL Financial held 33,780 shares of Blue Ridge Bankshares worth $119K as of Q2 2026.
  • LPL Financial left its Blue Ridge Bankshares share count unchanged in Q2 2026.
  • Blue Ridge Bankshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5888 holding.
  • LPL Financial first reported a position in Blue Ridge Bankshares in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Blue Ridge Bankshares position peaked at $147K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.