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 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Toth Financial Advisory's BRBS Position: Q2 2026 in Review

Toth Financial Advisory held its Blue Ridge Bankshares (BRBS) position steady in Q2 2026 at 2,500 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Toth Financial Advisory first reported a position in BRBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.7K in Q4 2025. 106 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

Toth Financial Advisory held 2,500 shares of Blue Ridge Bankshares worth $8.82K as of Q2 2026.
Toth Financial Advisory left its Blue Ridge Bankshares share count unchanged in Q2 2026.
Blue Ridge Bankshares made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #596 holding.
Toth Financial Advisory first reported a position in Blue Ridge Bankshares in Q1 2024 and has held it in 10 quarters since.
Toth Financial Advisory's Blue Ridge Bankshares position peaked at $10.7K in Q4 2025.
106 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.