Raymond James Financial
BRBS icon

Raymond James Financial’s Blue Ridge Bankshares BRBS Stock Holding History

Raymond James 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
Q1 		$485K Hold
115,453
– – ﹤0.01% 4361
2025
Q4 		$493K Buy
115,453
+2,453
+2% +$10.6K ﹤0.01% 4277
2025
Q3 		$478K Hold
113,000
– – ﹤0.01% 4142
2025
Q2 		$406K Hold
113,000
– – ﹤0.01% 4126
2025
Q1 		$368K Hold
113,000
– – ﹤0.01% 4101
2024
Q4 		$364K Buy
+113,000
New +$356K ﹤0.01% 4080

Other funds holding BRBS

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial's BRBS Position: Q1 2026 in Review

Raymond James Financial held its Blue Ridge Bankshares (BRBS) position steady in Q1 2026 at 115,453 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #4361.

Raymond James Financial first reported a position in BRBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $493K in Q4 2025. 107 funds tracked by Wall St. Rank hold BRBS as of Q1 2026.

  • Raymond James Financial held 115,453 shares of Blue Ridge Bankshares worth $485K as of Q1 2026.
  • Raymond James Financial left its Blue Ridge Bankshares share count unchanged in Q1 2026.
  • Blue Ridge Bankshares made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4361 holding.
  • Raymond James Financial first reported a position in Blue Ridge Bankshares in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Blue Ridge Bankshares position peaked at $493K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.