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Root Financial Partners’s Blue Ridge Bankshares BRBS Stock Holding History

Root Financial Partners’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 		$244 Buy
+58
New +$243 ﹤0.01% 3102

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VCM
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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

Root Financial Partners's BRBS Position: Q1 2026 in Review

Root Financial Partners opened a new position in Blue Ridge Bankshares (BRBS) in Q1 2026: 58 shares worth $244. The stake represents ﹤0.01% of the portfolio and ranks #3102 among its holdings.

107 funds tracked by Wall St. Rank hold BRBS as of Q1 2026.

  • Root Financial Partners held 58 shares of Blue Ridge Bankshares worth $244 as of Q1 2026.
  • Blue Ridge Bankshares was a new Root Financial Partners position in Q1 2026.
  • Blue Ridge Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3102 holding.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.