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Toth Financial Advisory’s Blue Ridge Bankshares BRBS Stock Holding History

Toth Financial Advisory’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 		$9.63K Hold
2,500
– – ﹤0.01% 585
2026
Q2 		$8.82K Hold
2,500
– – ﹤0.01% 596
2026
Q1 		$10.5K Hold
2,500
– – ﹤0.01% 555
2025
Q4 		$10.7K Hold
2,500
– – ﹤0.01% 542
2025
Q3 		$10.6K Hold
2,500
– – ﹤0.01% 534
2025
Q2 		$8.97K Hold
2,500
– – ﹤0.01% 499
2025
Q1 		$8.15K Hold
2,500
– – ﹤0.01% 477
2024
Q4 		$8.05K Hold
2,500
– – ﹤0.01% 472
2024
Q3 		$7K Hold
2,500
– – ﹤0.01% 487
2024
Q2 		$6.53K Hold
2,500
– – ﹤0.01% 502
2024
Q1 		$6.72K Buy
+2,500
New +$6.8K ﹤0.01% 494

Other funds holding BRBS

PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Toth Financial Advisory's BRBS Position: Q3 2026 in Review

Toth Financial Advisory held its Blue Ridge Bankshares (BRBS) position steady in Q3 2026 at 2,500 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Toth Financial Advisory first reported a position in BRBS in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.7K in Q4 2025. 4 funds tracked by Wall St. Rank hold BRBS as of Q3 2026.

  • Toth Financial Advisory held 2,500 shares of Blue Ridge Bankshares worth $9.63K as of Q3 2026.
  • Toth Financial Advisory left its Blue Ridge Bankshares share count unchanged in Q3 2026.
  • Blue Ridge Bankshares made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #585 holding.
  • Toth Financial Advisory first reported a position in Blue Ridge Bankshares in Q1 2024 and has held it in 11 quarters since.
  • Toth Financial Advisory's Blue Ridge Bankshares position peaked at $10.7K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.