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Blue Ridge Bankshares Inc (BRBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares1,495,207 from 1,341,091
Change+154,116 (+11%)
Value$5.8M (+$1.0M)
Filed 2026-11-06
Dimensional Fund Advisors LP
INCREASED
Shares1,382,544 from 1,133,307
Change+249,237 (+22%)
Value$5.3M (+$1.3M)
Filed 2026-11-04
ABC Arbitrage SA
NEW
Shares1,087,754
Change+1,087,754
Value$4.2M
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares168,701 from 163,641
Change+5,060 (+3%)
Value$649.5K (+$71.8K)
Filed 2026-11-05
Private Client Services, LLC
UNCHANGED
Shares65,938 from 65,938
Change0 (0%)
Value$253.9K (+$21.1K)
Filed 2026-10-02
Deutsche Bank Ag\
DECREASED
Shares58,583 from 66,967
Change-8,384 (-13%)
Value$225.5K (-$10.8K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares35,801 from 35,024
Change+777 (+2%)
Value$137.8K (+$14.2K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares26,557 from 9,822
Change+16,735 (+170%)
Value$102.2K (+$67.6K)
Filed 2026-11-06
Creative Planning
NEW
Shares25,505
Change+25,505
Value$98.2K
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares23,780 from 33,780
Change-10,000 (-30%)
Value$91.6K (-$27.7K)
Filed 2026-11-06
Salomon & Ludwin, LLC
UNCHANGED
Shares19,634 from 19,634
Change0 (0%)
Value$75.6K (+$5.1K)
Filed 2026-10-29
Ellerson Group Inc
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$49.8K (+$5.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares11,201 from 1,055
Change+10,146 (+962%)
Value$43.1K (+$39.4K)
Filed 2026-10-08
MV Capital Management, Inc.
UNCHANGED
Shares6,451 from 6,451
Change0 (0%)
Value$24.8K (+$2.1K)
Filed 2026-10-29
Citigroup Inc
DECREASED
Shares3,226 from 30,349
Change-27,123 (-89%)
Value$12.4K (-$94.7K)
Filed 2026-11-04
Toth Financial Advisory Corp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$9.6K (+$800)
Filed 2026-10-08
First Horizon Corp
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$7.7K (+$640)
Filed 2026-10-26
Sterling Capital Management LLC
INCREASED
Shares1,297 from 1,262
Change+35 (+3%)
Value$5.0K (+$538)
Filed 2026-10-22
SBI Securities Co., Ltd.
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$3.3K (+$274)
Filed 2026-10-22
PNC Financial Services Group, Inc.
NEW
Shares778
Change+778
Value$3.0K
Filed 2026-11-06
Parkside Financial Bank & Trust
NEW
Shares360
Change+360
Value$1.4K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$1.2K ($0)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$1 ($0)
Filed 2026-10-27
IFP Advisors, Inc
NEW
Shares156
Change+156
Value$601
Filed 2026-10-16
American Capital Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$385 (+$32)
Filed 2026-10-28
Essential Partners LLC
DECREASED
Shares88 from 302
Change-214 (-71%)
Value$339 (-$727)
Filed 2026-10-14
Caitong International Asset Management Co., Ltd
INCREASED
Shares73 from 12
Change+61 (+508%)
Value$281 (+$239)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares69 from 114
Change-45 (-39%)
Value$266 (-$137)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares16
Change+16
Value$62
Filed 2026-10-21
SJS Investment Consulting Inc.
DECREASED
Shares4 from 15
Change-11 (-73%)
Value$16 (-$37)
Filed 2026-10-26
Clearstead Advisors, LLC
NEW
Shares1
Change+1
Value$4
Filed 2026-11-06
Algebris (UK) LTD
CLOSED
Shares0 from 2,553,967
Change-2,553,967 (-100%)
Value$0 (-$9.0M)
Filed 2026-11-06
Graham Capital Wealth Management, LLC
CLOSED
Shares0 from 1,025,916
Change-1,025,916 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-26
Salzhauer Michael
CLOSED
Shares0 from 56,000
Change-56,000 (-100%)
Value$0 (-$197.7K)
Filed 2026-10-28
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 19,695
Change-19,695 (-100%)
Value$0 (-$69.5K)
Filed 2026-10-29
Apollon Wealth Management, LLC
CLOSED
Shares0 from 14,409
Change-14,409 (-100%)
Value$0 (-$50.9K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$649)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$67)
Filed 2026-10-07
Wellington Management Group LLP
N/A
Shares— from 6,296,410
Change-6,296,410 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,260,106
Change-4,260,106 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,428,754
Change-2,428,754 (-100%)
Value—
Banc Funds Co LLC
N/A
Shares— from 1,889,033
Change-1,889,033 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,090,269
Change-1,090,269 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 911,783
Change-911,783 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 812,162
Change-812,162 (-100%)
Value—
Elizabeth Park Capital Advisors, Ltd.
N/A
Shares— from 803,446
Change-803,446 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 544,961
Change-544,961 (-100%)
Value—
Jacobs Asset Management, LLC
N/A
Shares— from 501,105
Change-501,105 (-100%)
Value—
EJF Capital LP
N/A
Shares— from 473,353
Change-473,353 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 466,653
Change-466,653 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 441,021
Change-441,021 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 388,388
Change-388,388 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 342,939
Change-342,939 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 333,090
Change-333,090 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 330,000
Change-330,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 314,432
Change-314,432 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 220,439
Change-220,439 (-100%)
Value—
Gendell Jeffrey L
N/A
Shares— from 214,608
Change-214,608 (-100%)
Value—
Oppenheimer & Close, LLC
N/A
Shares— from 200,460
Change-200,460 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 199,945
Change-199,945 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 186,092
Change-186,092 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 174,238
Change-174,238 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 168,917
Change-168,917 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 164,278
Change-164,278 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 152,611
Change-152,611 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 152,514
Change-152,514 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 133,064
Change-133,064 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 119,291
Change-119,291 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 104,645
Change-104,645 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 92,223
Change-92,223 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 90,997
Change-90,997 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 86,302
Change-86,302 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 72,588
Change-72,588 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 65,271
Change-65,271 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 64,560
Change-64,560 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 57,753
Change-57,753 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 56,297
Change-56,297 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 49,691
Change-49,691 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 49,458
Change-49,458 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 39,807
Change-39,807 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 39,079
Change-39,079 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 37,297
Change-37,297 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,138
Change-37,138 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 35,400
Change-35,400 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 33,465
Change-33,465 (-100%)
Value—
UBS Group AG
N/A
Shares— from 32,594
Change-32,594 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 30,287
Change-30,287 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 26,281
Change-26,281 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 25,223
Change-25,223 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 21,670
Change-21,670 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 21,081
Change-21,081 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 18,522
Change-18,522 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 17,911
Change-17,911 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 14,989
Change-14,989 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 14,559
Change-14,559 (-100%)
Value—
&partners
N/A
Shares— from 13,123
Change-13,123 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
Raffles Associates LP
N/A
Shares— from 11,341
Change-11,341 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,793
Change-10,793 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,562
Change-10,562 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,147
Change-9,147 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,819
Change-5,819 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 906
Change-906 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 710
Change-710 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED1,495,2071,341,091+154,116+11%$4.7M$5.8M+$1.0M2026-11-06
Dimensional Fund Advisors LP
INCREASED1,382,5441,133,307+249,237+22%$4.0M$5.3M+$1.3M2026-11-04
ABC Arbitrage SA
NEW1,087,754—+1,087,754——$4.2M—2026-10-23
Bank of New York Mellon Corp
INCREASED168,701163,641+5,060+3%$577.7K$649.5K+$71.8K2026-11-05
Private Client Services, LLC
UNCHANGED65,93865,93800%$232.8K$253.9K+$21.1K2026-10-02
Deutsche Bank Ag\
DECREASED58,58366,967-8,384-13%$236.4K$225.5K-$10.8K2026-11-06
Russell Investments Group, Ltd.
INCREASED35,80135,024+777+2%$123.6K$137.8K+$14.2K2026-11-06
Barclays PLC
INCREASED26,5579,822+16,735+170%$34.7K$102.2K+$67.6K2026-11-06
Creative Planning
NEW25,505—+25,505——$98.2K—2026-11-02
LPL Financial LLC
DECREASED23,78033,780-10,000-30%$119.2K$91.6K-$27.7K2026-11-06
Salomon & Ludwin, LLC
UNCHANGED19,63419,63400%$70.5K$75.6K+$5.1K2026-10-29
Ellerson Group Inc
UNCHANGED12,50012,50000%$44.1K$49.8K+$5.6K2026-11-04
Farther Finance Advisors, LLC
INCREASED11,2011,055+10,146+962%$3.7K$43.1K+$39.4K2026-10-08
MV Capital Management, Inc.
UNCHANGED6,4516,45100%$22.8K$24.8K+$2.1K2026-10-29
Citigroup Inc
DECREASED3,22630,349-27,123-89%$107.1K$12.4K-$94.7K2026-11-04
Toth Financial Advisory Corp
UNCHANGED2,5002,50000%$8.8K$9.6K+$8002026-10-08
First Horizon Corp
UNCHANGED2,0002,00000%$7.1K$7.7K+$6402026-10-26
Sterling Capital Management LLC
INCREASED1,2971,262+35+3%$4.5K$5.0K+$5382026-10-22
SBI Securities Co., Ltd.
UNCHANGED85885800%$3.0K$3.3K+$2742026-10-22
PNC Financial Services Group, Inc.
NEW778—+778——$3.0K—2026-11-06
Parkside Financial Bank & Trust
NEW360—+360——$1.4K—2026-10-27
Allworth Financial LP
UNCHANGED32932900%$1.2K$1.2K$02026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED20920900%$1$1$02026-10-27
IFP Advisors, Inc
NEW156—+156——$601—2026-10-16
American Capital Advisory, LLC
UNCHANGED10010000%$353$385+$322026-10-28
Essential Partners LLC
DECREASED88302-214-71%$1.1K$339-$7272026-10-14
Caitong International Asset Management Co., Ltd
INCREASED7312+61+508%$42$281+$2392026-10-29
EverSource Wealth Advisors, LLC
DECREASED69114-45-39%$403$266-$1372026-11-04
Root Financial Partners, LLC
NEW16—+16——$62—2026-10-21
SJS Investment Consulting Inc.
DECREASED415-11-73%$53$16-$372026-10-26
Clearstead Advisors, LLC
NEW1—+1——$4—2026-11-06
Algebris (UK) LTD
CLOSED02,553,967-2,553,967-100%$9.0M$0-$9.0M2026-11-06
Graham Capital Wealth Management, LLC
CLOSED01,025,916-1,025,916-100%$3.6M$0-$3.6M2026-10-26
Salzhauer Michael
CLOSED056,000-56,000-100%$197.7K$0-$197.7K2026-10-28
Sumitomo Mitsui Trust Group, Inc.
CLOSED019,695-19,695-100%$69.5K$0-$69.5K2026-10-29
Apollon Wealth Management, LLC
CLOSED014,409-14,409-100%$50.9K$0-$50.9K2026-10-23
Cornerstone Planning Group LLC
CLOSED0192-192-100%$649$0-$6492026-10-16
Wealth Enhancement Trust Services, Inc.
CLOSED019-19-100%$67$0-$672026-10-07
Wellington Management Group LLP
N/A—6,296,410-6,296,410-100%$22.2M———
BlackRock, Inc.
N/A—4,260,106-4,260,106-100%$15.0M———
Vanguard Capital Management LLC
N/A—2,428,754-2,428,754-100%$8.6M———
Banc Funds Co LLC
N/A—1,889,033-1,889,033-100%$6.7M———
State Street Corp
N/A—1,090,269-1,090,269-100%$3.8M———
Two Sigma Investments, LP
N/A—911,783-911,783-100%$3.2M———
Alliancebernstein L.P.
N/A—812,162-812,162-100%$3.4M———
Elizabeth Park Capital Advisors, Ltd.
N/A—803,446-803,446-100%$2.8M———
Northern Trust Corp
N/A—544,961-544,961-100%$1.9M———
Jacobs Asset Management, LLC
N/A—501,105-501,105-100%$1.8M———
EJF Capital LP
N/A—473,353-473,353-100%$1.7M———
Renaissance Technologies LLC
N/A—466,653-466,653-100%$1.6M———
Vanguard Portfolio Management LLC
N/A—441,021-441,021-100%$1.6M———
Morgan Stanley
N/A—388,388-388,388-100%$1.4M———
Marshall Wace, LLP
N/A—342,939-342,939-100%$1.2M———
Vanguard Fiduciary Trust Co
N/A—333,090-333,090-100%$1.2M———
Victory Capital Management Inc
N/A—330,000-330,000-100%$1.2M———
Citadel Advisors LLC
N/A—314,432-314,432-100%$1.1M———
Kennedy Capital Management LLC
N/A—220,439-220,439-100%$778.2K———
Gendell Jeffrey L
N/A—214,608-214,608-100%$757.6K———
Oppenheimer & Close, LLC
N/A—200,460-200,460-100%$707.6K———
Charles Schwab Investment Management Inc
N/A—199,945-199,945-100%$705.8K———
Squarepoint Ops LLC
N/A—186,092-186,092-100%$656.9K———
NewEdge Advisors, LLC
N/A—174,238-174,238-100%$615.1K———
Goldman Sachs Group Inc
N/A—168,917-168,917-100%$596.3K———
Caldwell Sutter Capital, Inc.
N/A—164,278-164,278-100%$579.9K———
Bank of America Corp
N/A—152,611-152,611-100%$538.7K———
Blue Edge Capital, LLC
N/A—152,514-152,514-100%$538.4K———
Alerus Financial NA
N/A—133,064-133,064-100%$469.7K———
American Century Companies Inc
N/A—119,291-119,291-100%$421.1K———
AQR Capital Management LLC
N/A—104,645-104,645-100%$369.4K———
Cetera Investment Advisers
N/A—92,223-92,223-100%$325.5K———
Bridgeway Capital Management, LLC
N/A—90,997-90,997-100%$321.2K———
Nuveen, LLC
N/A—86,302-86,302-100%$304.6K———
Heritage Wealth Advisors
N/A—72,588-72,588-100%$256.2K———
Qube Research & Technologies Ltd
N/A—65,271-65,271-100%$230.4K———
Empowered Funds, LLC
N/A—64,560-64,560-100%$227.9K———
Wells Fargo & Company
N/A—57,753-57,753-100%$203.9K———
Occudo Quantitative Strategies LP
N/A—56,297-56,297-100%$198.7K———
Price T Rowe Associates Inc
N/A—49,691-49,691-100%$176.0K———
Rhumbline Advisers
N/A—49,458-49,458-100%$174.6K———
MetLife Investment Management, LLC
N/A—39,807-39,807-100%$140.5K———
Schonfeld Strategic Advisors LLC
N/A—39,079-39,079-100%$137.9K———
Invesco Ltd.
N/A—37,297-37,297-100%$131.7K———
Raymond James Financial Inc
N/A—37,138-37,138-100%$131.1K———
Jump Financial, LLC
N/A—35,400-35,400-100%$125.0K———
JPMorgan Chase & Co
N/A—33,465-33,465-100%$119.1K———
UBS Group AG
N/A—32,594-32,594-100%$115.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—30,287-30,287-100%$106.9K———
SEI Investments Co
N/A—26,281-26,281-100%$92.8K———
Manufacturers Life Insurance Company, the
N/A—25,223-25,223-100%$89.0K———
Focus Partners Wealth
N/A—21,670-21,670-100%$76.5K———
Harbor Advisors LLC
N/A—21,081-21,081-100%$74.4K———
Vanguard Global Advisers, LLC
N/A—18,522-18,522-100%$65.4K———
Police & Firemen's Retirement System of New Jersey
N/A—17,911-17,911-100%$63.2K———
New York State Common Retirement Fund
N/A—14,989-14,989-100%$52.9K———
Intech Investment Management LLC
N/A—14,559-14,559-100%$51.4K———
&partners
N/A—13,123-13,123-100%$46.3K———
Stifel Financial Corp
N/A—11,390-11,390-100%$40.2K———
Raffles Associates LP
N/A—11,341-11,341-100%$40.0K———
HighTower Advisors, LLC
N/A—10,793-10,793-100%$38.1K———
Royal Bank of Canada
N/A—10,562-10,562-100%$38.0K———
Cannon Wealth Management Services, LLC
N/A—10,080-10,080-100%$35.6K———
Janney Montgomery Scott LLC
N/A—10,000-10,000-100%$35.0K———
Tower Research Capital LLC (TRC)
N/A—9,158-9,158-100%$32.3K———
BNP Paribas Financial Markets
N/A—9,147-9,147-100%$32.3K———
Ameritas Investment Partners, Inc.
N/A—6,559-6,559-100%$23.2K———
Legal & General Group Plc
N/A—5,819-5,819-100%$20.5K———
FMR LLC
N/A—2,088-2,088-100%$7.4K———
Osaic Holdings, Inc.
N/A—1,295-1,295-100%$4.6K———
California State Teachers Retirement System
N/A—906-906-100%$3.2K———
Arax Advisory Partners
N/A—710-710-100%$2.5K———
Group One Trading LLC
N/A—240-240-100%$847———
Rothschild Investment LLC
N/A—76-76-100%$268———
Showing 112 of 112 institutions