Private Client Services’s Blue Ridge Bankshares BRBS Stock Holding History

Private Client Services’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 Q3	$254K	Hold	65,938	–	–	0.07%	194
2026 Q2	$233K	Hold	65,938	–	–	0.06%	205
2026 Q1	$277K	Hold	65,938	–	–	0.08%	171
2025 Q4	$282K	Hold	65,938	–	–	0.09%	153
2025 Q3	$279K	Hold	65,938	–	–	0.09%	153
2025 Q2	$237K	Hold	65,938	–	–	0.09%	179
2025 Q1	$215K	Hold	65,938	–	–	0.11%	175
2024 Q4	$212K	Hold	65,938	–	–	0.11%	174
2024 Q3	$185K	Hold	65,938	–	–	0.1%	169
2024 Q2	$172K	Hold	65,938	–	–	0.11%	137
2024 Q1	$177K	Hold	65,938	–	–	0.12%	126
2023 Q4	$200K	Buy	+65,938	New	+$202K	0.16%	134

Other funds holding BRBS

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Private Client Services's BRBS Position: Q3 2026 in Review

Private Client Services held its Blue Ridge Bankshares (BRBS) position steady in Q3 2026 at 65,938 shares worth $254K. The position accounts for 0.07% of the portfolio, ranked #194.

Private Client Services first reported a position in BRBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $282K in Q4 2025. 4 funds tracked by Wall St. Rank hold BRBS as of Q3 2026.

Private Client Services held 65,938 shares of Blue Ridge Bankshares worth $254K as of Q3 2026.
Private Client Services left its Blue Ridge Bankshares share count unchanged in Q3 2026.
Blue Ridge Bankshares made up 0.07% of Private Client Services's portfolio in Q3 2026, its #194 holding.
Private Client Services first reported a position in Blue Ridge Bankshares in Q4 2023 and has held it in 12 quarters since.
Private Client Services's Blue Ridge Bankshares position peaked at $282K in Q4 2025.
4 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.