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
Q2 		$131K Sell
37,138
-78,315
-68% -$272K ﹤0.01% 5137
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's BRBS Position: Q2 2026 in Review

Raymond James Financial reduced its Blue Ridge Bankshares (BRBS) stake by 68% in Q2 2026, selling an estimated $272K and leaving 37,138 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #5137.

Raymond James Financial first reported a position in BRBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $493K in Q4 2025. 105 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Raymond James Financial held 37,138 shares of Blue Ridge Bankshares worth $131K as of Q2 2026.
  • Raymond James Financial sold 78,315 Blue Ridge Bankshares shares in Q2 2026, an estimated $272K.
  • Blue Ridge Bankshares made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5137 holding.
  • Raymond James Financial first reported a position in Blue Ridge Bankshares in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Blue Ridge Bankshares position peaked at $493K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.