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Wealthspire Advisors (New York)’s Blue Ridge Bankshares BRBS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-81
Closed -$343 – 1279
2025
Q3 		$343 Buy
+81
New +$314 ﹤0.01% 2878

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Vanguard Group
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BFC
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Geode Capital Management
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AU
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State Street
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GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s BRBS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Blue Ridge Bankshares (BRBS) in Q4 2025, closing a stake of 81 shares — an estimated $343 sold.

Wealthspire Advisors (New York) first reported a position in BRBS in Q3 2025 and held it in 1 quarter. The position peaked at $343 in Q3 2025. 107 funds tracked by Wall St. Rank hold BRBS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Blue Ridge Bankshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 81 Blue Ridge Bankshares shares in Q4 2025, an estimated $343.
  • Wealthspire Advisors (New York) first reported a position in Blue Ridge Bankshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Blue Ridge Bankshares position peaked at $343 in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Blue Ridge Bankshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.