RAFFA WEALTH MANAGEMENT, LLC’s Blue Ridge Bankshares BRBS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025 Q1	–	Sell	-870	Closed	-$2.8K	–	1085
2024 Q4	$2.8K	Hold	870	–	–	﹤0.01%	586
2024 Q3	$2.44K	Hold	870	–	–	﹤0.01%	586
2024 Q2	$2.27K	Hold	870	–	–	﹤0.01%	690
2024 Q1	$2.34K	Hold	870	–	–	﹤0.01%	665
2023 Q4	$2.63K	Hold	870	–	–	﹤0.01%	534
2023 Q3	$3.93K	Hold	870	–	–	﹤0.01%	427
2023 Q2	$7.7K	Buy	870 +11	+1%	+$100	﹤0.01%	320
2023 Q1	$8.76K	Buy	859 +8	+0.9%	+$95	﹤0.01%	316
2022 Q4	$10.6K	Buy	851 +8	+0.9%	+$104	﹤0.01%	275
2022 Q3	$10.7K	Buy	843 +7	+0.8%	+$101	﹤0.01%	272
2022 Q2	$12.8K	Buy	836 +7	+0.8%	+$104	0.01%	254
2022 Q1	$12.6K	Buy	+829	New	+$13.9K	﹤0.01%	266

Other funds holding BRBS

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCP

BlackBarn Capital Partners New York $1.24B AUM 55.98% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BRBS Position: Q1 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Blue Ridge Bankshares (BRBS) in Q1 2025, closing a stake of 870 shares — an estimated $2.8K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BRBS in Q1 2022 and held it in 12 quarters. The position peaked at $12.8K in Q2 2022. 99 funds tracked by Wall St. Rank hold BRBS as of Q1 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Blue Ridge Bankshares position as of Q1 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 870 Blue Ridge Bankshares shares in Q1 2025, an estimated $2.8K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Blue Ridge Bankshares in Q1 2022 and held it in 12 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Blue Ridge Bankshares position peaked at $12.8K in Q2 2022.
99 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q1 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2025, filed 27 Jul 2026.