Morgan Stanley
BRBS icon

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
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
-556,197
-77% -$1.51M ﹤0.01% 5364
2023
Q4 		$2.19M Buy
722,232
+590,163
+447% +$1.8M ﹤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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return