Morgan Stanley
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Morgan Stanley’s Blue Ridge Bankshares BRBS Stock Holding History

Morgan Stanley’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 		$1.37M Buy
388,388
+132,504
+52% +$461K ﹤0.01% 5065
2026
Q1 		$1.07M Sell
255,884
-3,736
-1% -$15.6K ﹤0.01% 5108
2025
Q4 		$1.11M Buy
259,620
+41,769
+19% +$181K ﹤0.01% 5132
2025
Q3 		$922K Sell
217,851
-41,328
-16% -$160K ﹤0.01% 5212
2025
Q2 		$930K Buy
259,179
+186,328
+256% +$628K ﹤0.01% 5133
2025
Q1 		$237K Buy
72,851
+22,602
+45% +$77.2K ﹤0.01% 5660
2024
Q4 		$162K Buy
50,249
+24,608
+96% +$77.5K ﹤0.01% 5866
2024
Q3 		$71.8K Sell
25,641
-49,885
-66% -$136K ﹤0.01% 6116
2024
Q2 		$197K Sell
75,526
-90,509
-55% -$253K ﹤0.01% 5684
2024
Q1 		$447K Sell
166,035
-195,081
-54% -$531K ﹤0.01% 5364
2023
Q4 		$1.09M Buy
361,116
+229,047
+173% +$700K ﹤0.01% 4876
2023
Q3 		$597K Buy
132,069
+94,557
+252% +$744K ﹤0.01% 5085
2023
Q2 		$332K Sell
37,512
-10,554
-22% -$95.6K ﹤0.01% 5418
2023
Q1 		$490K Buy
48,066
+23,677
+97% +$281K ﹤0.01% 5270
2022
Q4 		$305K Sell
24,389
-1,465
-6% -$19K ﹤0.01% 5483
2022
Q3 		$329K Buy
25,854
+116
+0.5% +$1.68K ﹤0.01% 5478
2022
Q2 		$395K Sell
25,738
-216,026
-89% -$3.2M ﹤0.01% 5536
2022
Q1 		$3.67M Sell
241,764
-128,530
-35% -$2.15M ﹤0.01% 4010
2021
Q4 		$6.63M Buy
370,294
+350,666
+1,787% +$6.37M ﹤0.01% 3419
2021
Q3 		$344K Sell
19,628
-1,179
-6% -$20.6K ﹤0.01% 5708
2021
Q2 		$365K Buy
20,807
+4,457
+27% +$73.2K ﹤0.01% 5714
2021
Q1 		$239K Buy
+16,350
New +$219K ﹤0.01% 5554

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley's BRBS Position: Q2 2026 in Review

Morgan Stanley increased its Blue Ridge Bankshares (BRBS) stake by 52% in Q2 2026, buying an estimated $461K and bringing the position to 388,388 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #5065.

Morgan Stanley first reported a position in BRBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.63M in Q4 2021. 106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Morgan Stanley held 388,388 shares of Blue Ridge Bankshares worth $1.37M as of Q2 2026.
  • Morgan Stanley bought 132,504 Blue Ridge Bankshares shares in Q2 2026, an estimated $461K.
  • Blue Ridge Bankshares made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5065 holding.
  • Morgan Stanley first reported a position in Blue Ridge Bankshares in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's Blue Ridge Bankshares position peaked at $6.63M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.