UBS Group
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UBS Group’s Blue Ridge Bankshares BRBS Stock Holding History

UBS Group’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 		$115K Sell
32,594
-58,530
-64% -$204K ﹤0.01% 7107
2026
Q1 		$383K Sell
91,124
-90,772
-50% -$380K ﹤0.01% 6258
2025
Q4 		$777K Buy
181,896
+144,841
+391% +$628K ﹤0.01% 5790
2025
Q3 		$157K Sell
37,055
-77,810
-68% -$301K ﹤0.01% 6808
2025
Q2 		$412K Sell
114,865
-31,792
-22% -$107K ﹤0.01% 6169
2025
Q1 		$478K Buy
146,657
+6,513
+5% +$22.3K ﹤0.01% 5885
2024
Q4 		$451K Buy
140,144
+136,713
+3,985% +$431K ﹤0.01% 5912
2024
Q3 		$9.61K Sell
3,431
-21,747
-86% -$59.4K ﹤0.01% 7781
2024
Q2 		$65.7K Buy
25,178
+7,497
+42% +$20.9K ﹤0.01% 6473
2024
Q1 		$47.6K Sell
17,681
-2,029
-10% -$5.52K ﹤0.01% 6531
2023
Q4 		$59.7K Buy
19,710
+9,877
+100% +$30.2K ﹤0.01% 6448
2023
Q3 		$44.4K Sell
9,833
-290
-3% -$2.28K ﹤0.01% 6361
2023
Q2 		$89.6K Buy
10,123
+850
+9% +$7.7K ﹤0.01% 6105
2023
Q1 		$94.6K Buy
9,273
+4,565
+97% +$54.2K ﹤0.01% 5946
2022
Q4 		$58.8K Buy
+4,708
New +$60.9K ﹤0.01% 6604
2022
Q3 		– Sell
-925
Closed -$14K – 10347
2022
Q2 		$14K Sell
925
-2,074
-69% -$30.7K ﹤0.01% 7386
2022
Q1 		$45K Sell
2,999
-3,353
-53% -$56.1K ﹤0.01% 6596
2021
Q4 		$114K Buy
6,352
+6,070
+2,152% +$110K ﹤0.01% 6188
2021
Q3 		$5K Sell
282
-1,504
-84% -$26.3K ﹤0.01% 8519
2021
Q2 		$31K Buy
+1,786
New +$26.4K ﹤0.01% 6876
2021
Q1 		– Sell
-85
Closed -$1K – 9014
2020
Q4 		$1K Sell
85
-1,341
-94% -$9.09K ﹤0.01% 8198
2020
Q3 		$9K Buy
1,426
+492
+53% +$3.15K ﹤0.01% 6917
2020
Q2 		$6K Buy
+934
New +$6.46K ﹤0.01% 7282

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 $3.37T 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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group's BRBS Position: Q2 2026 in Review

UBS Group reduced its Blue Ridge Bankshares (BRBS) stake by 64% in Q2 2026, selling an estimated $204K and leaving 32,594 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #7107.

UBS Group first reported a position in BRBS in Q2 2020 and has held it in 23 quarters since. The position peaked at $777K in Q4 2025. 105 funds tracked by Wall St. Rank hold BRBS as of Q2 2026.

  • UBS Group held 32,594 shares of Blue Ridge Bankshares worth $115K as of Q2 2026.
  • UBS Group sold 58,530 Blue Ridge Bankshares shares in Q2 2026, an estimated $204K.
  • Blue Ridge Bankshares made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7107 holding.
  • UBS Group first reported a position in Blue Ridge Bankshares in Q2 2020 and has held it in 23 quarters since.
  • UBS Group's Blue Ridge Bankshares position peaked at $777K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.