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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
Q2 		– Sell
-58
Closed -$244 – 797
2026
Q1 		$244 Buy
+58
New +$243 ﹤0.01% 3102

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Root Financial Partners's BRBS Position: Q2 2026 in Review

Root Financial Partners sold out of Blue Ridge Bankshares (BRBS) in Q2 2026, closing a stake of 58 shares — an estimated $244 sold.

Root Financial Partners first reported a position in BRBS in Q1 2026 and held it in 1 quarter. The position peaked at $244 in Q1 2026. 105 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • Root Financial Partners reported no remaining Blue Ridge Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 58 Blue Ridge Bankshares shares in Q2 2026, an estimated $244.
  • Root Financial Partners first reported a position in Blue Ridge Bankshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Blue Ridge Bankshares position peaked at $244 in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.