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NewEdge Advisors’s Blue Ridge Bankshares BRBS Stock Holding History

NewEdge Advisors’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 		$615K Buy
174,238
+24,384
+16% +$84.8K ﹤0.01% 2009
2026
Q1 		$629K Sell
149,854
-5
-0% -$21 ﹤0.01% 1810
2025
Q4 		$640K Buy
+149,859
New +$650K ﹤0.01% 1781

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

NewEdge Advisors's BRBS Position: Q2 2026 in Review

NewEdge Advisors increased its Blue Ridge Bankshares (BRBS) stake by 16% in Q2 2026, buying an estimated $84.8K and bringing the position to 174,238 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

NewEdge Advisors first reported a position in BRBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $640K in Q4 2025. 106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • NewEdge Advisors held 174,238 shares of Blue Ridge Bankshares worth $615K as of Q2 2026.
  • NewEdge Advisors bought 24,384 Blue Ridge Bankshares shares in Q2 2026, an estimated $84.8K.
  • Blue Ridge Bankshares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2009 holding.
  • NewEdge Advisors first reported a position in Blue Ridge Bankshares in Q4 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's Blue Ridge Bankshares position peaked at $640K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.