Vault-13

BLUE RIDGE BANKSHARES INC VA BRBS

COM · Common Stock · CUSIP 095825105

95 institutional holders -5 vs Q1 2025
33,728,46133.7m shares reported held*
36.6% of all shares outstanding*
$121.1mreported value*
25 new 28 added 16 reduced 29 sold out net bought ≈ $19.8m (+5.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($203.0k this quarter). Holder counts are more reliable. Shares outstanding: 92.1m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $3.59. Options: 2 managers hold calls ($105.2k notional), 1 hold puts ($0).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 60Q4 22: 60Q1 23: 59Q2 23: 61Q3 23: 65Q4 23: 78Q1 24: 74Q2 24: 80Q3 24: 72Q4 24: 92Q1 25: 100Q2 25: 9595Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202260
Q4 202260
Q1 202359
Q2 202361
Q3 202365
Q4 202378
Q1 202474
Q2 202480
Q3 202472
Q4 202492
Q1 2025100
Q2 202595

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 25 bought or addedQ3 23: 20 cut or sold outQ4 23: 48 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 26 bought or addedQ1 24: 40 cut or sold outQ2 24: 42 bought or addedQ2 24: 35 cut or sold outQ2 24Q3 24: 30 bought or addedQ3 24: 32 cut or sold outQ4 24: 54 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 46 bought or addedQ1 25: 30 cut or sold outQ2 25: 53 bought or addedQ2 25: 45 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232520
Q4 20234825
Q1 20242640
Q2 20244235
Q3 20243032
Q4 20245423
Q1 20254630
Q2 20255345

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50k$100k$150kQ3 24 calls: $28.0kQ3 24 puts: $59.6kQ3 24P/C 2.13Q4 24 calls: $63.1kQ4 24 puts: $47.3kQ4 24P/C 0.75Q1 25 calls: $978Q1 25 puts: $36.2kQ1 25P/C 37.00Q2 25 calls: $105.2kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$28.0k$59.6k2.13
Q4 2024$63.1k$47.3k0.75
Q1 2025$978$36.2k37.00
Q2 2025$105.2k$00.00

Biggest buyers

BlackRock, Inc. Added +2,668,296+2.7m
WELLINGTON MANAGEMENT GROUP LLP New +2,243,548+2.2m
North Reef Capital Management LP New +1,515,107+1.5m
Azora Capital LP Added +1,454,521+1.5m
GEODE CAPITAL MANAGEMENT, LLC Added +760,305+760.3k
VANGUARD GROUP INC Added +465,433+465.4k
STATE STREET CORP Added +453,989+454.0k
NORTHERN TRUST CORP Added +342,808+342.8k
DIMENSIONAL FUND ADVISORS LP Added +213,224+213.2k
ALERUS FINANCIAL NA New +198,839+198.8k

Biggest sellers

BlackBarn Capital Partners LP Reduced -1,948,472-1.9m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,048,742-1.0m
MILLENNIUM MANAGEMENT LLC Sold out -872,929-872.9k
Elizabeth Park Capital Advisors, Ltd. Reduced -404,000-404.0k
Fourthstone LLC Sold out -355,212-355.2k
Qube Research & Technologies Ltd Reduced -266,895-266.9k
JANE STREET GROUP, LLC Sold out -214,970-215.0k
GOLDMAN SACHS GROUP INC Reduced -174,631-174.6k
BANC FUNDS CO LLC Reduced -165,000-165.0k
Schonfeld Strategic Advisors LLC Sold out -157,400-157.4k

Biggest calls

CITADEL ADVISORS LLC Added $105.2k29.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
LEHMAN KENNETH R 13D · may seek influence filed 2025-04-18 30.7% 30.0m≈ $105.9m 2025-04-18
WELLINGTON MANAGEMENT GROUP LLP 13G · institution new · filed 2026-02-10 7.3% new 6.7m≈ $23.5m 2026-02-10

Fell to 5% or below in the last year: Azora Capital LP (3.0%, 2026-05-15)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 1 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$43.0k—
Q2 20250—1$6.7k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-10 Raynor Brett Chief Accounting Officer Sold 2,000 $3.34 $6.7k2.0k shares -20%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 4,528,0914.5m $16.3m $16.3m 0.01% Added +113.3k +113,304
2 Azora Capital LP 0.71% of their portfolio MIAMI, FL 4,405,9064.4m $15.8m $15.8m 0.71% Added +1.5m +1,454,521
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,338,6003.3m $12.0m $12.0m 0.00% Added +2.7m +2,668,296
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,786,3822.8m $10.0m $10.0m 0.00% Added +465.4k +465,433
5 BlackBarn Capital Partners LP 2.82% of their portfolio NEW YORK, NY 2,368,2342.4m $8.5m $8.5m 2.82% Reduced -1.9m -1,948,472
6 BANC FUNDS CO LLC 1.27% of their portfolio CHICAGO, IL 2,341,9022.3m $8.4m $8.4m 1.27% Reduced -165.0k -165,000
7 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 2,243,5482.2m $8.1m $8.1m 0.00% New
8 North Reef Capital Management LP 0.24% of their portfolio LAGUNA BEACH, CA 1,515,1071.5m $5.4m $5.4m 0.24% New
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,218,2851.2m $4.4m $4.4m 0.00% Added +760.3k +760,305
10 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3.33% of their portfolio WASHINGTON, DC 835,896835.9k $3.0m $3.0m 3.33% Added +69.6k +69,574
11 Elizabeth Park Capital Advisors, Ltd. 2.58% of their portfolio PEPPER PIKE, OH 803,446803.4k $2.9m $2.9m 2.58% Reduced -404.0k -404,000
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 641,966642.0k $2.3m $2.3m 0.00% Added +454.0k +453,989
13 JACOBS ASSET MANAGEMENT, LLC 1.21% of their portfolio NEW YORK, NY 590,000590.0k $2.1m $2.1m 1.21% Added +165.0k +165,000
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 548,973549.0k $2.0m $2.0m 0.00% Added +342.8k +342,808
15 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 540,312540.3k $1.9m $1.9m 0.00% Added +213.2k +213,224
16 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 402,000402.0k $1.4m $1.4m 0.00% Reduced -35.8k -35,800
17 EJF Capital LP 0.92% of their portfolio Arlington, VA 322,805322.8k $1.2m $1.2m 0.92% Reduced -144.1k -144,145
18 GENDELL JEFFREY L 0.03% of their portfolio Greenwich, CT 312,221312.2k $1.1m $1.1m 0.03% Added +31.2k +31,248
19 KENNEDY CAPITAL MANAGEMENT LLC 0.02% of their portfolio ST LOUIS, MO 269,674269.7k $968.1k $968.1k 0.02% Unchanged
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 259,179259.2k $930.5k $930.5k 0.00% Added +186.3k +186,328
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 258,892258.9k $928.0k $928.0k 0.00% Added +134.5k +134,540
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 202,074202.1k $725.4k $725.4k 0.00% Added +161.5k +161,477
23 Oppenheimer & Close, LLC 0.55% of their portfolio NEW YORK, NY 200,460200.5k $719.7k $719.7k 0.55% Added +460 +460
24 ALERUS FINANCIAL NA 0.05% of their portfolio GRAND FORKS, ND 198,839198.8k $713.8k $713.8k 0.05% New
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 193,976194.0k $696.4k $696.4k 0.02% Added +3.6k +3,612
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 154,684154.7k $555.3k $555.3k 0.00% New
27 Blue Edge Capital, LLC 0.08% of their portfolio RICHMOND, VA 148,457148.5k $533.0k $533.0k 0.08% Added +18.5k +18,457
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 114,865114.9k $412.4k $412.4k 0.00% Reduced -31.8k -31,792
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 113,624113.6k $407.9k $407.9k 0.00% Added +70.0k +70,036
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 113,000113.0k $405.7k $405.7k 0.00% Unchanged
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 94,50894.5k $339.3k $339.3k 0.00% Reduced -174.6k -174,631
32 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 93,27093.3k $334.8k $334.8k 0.00% Reduced -84.0k -84,028
33 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 88,24388.2k $316.8k $316.8k 0.00% Added +35.3k +35,297
34 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 87,01487.0k $312.4k $312.4k 0.00% Added +1.4k +1,434
35 Black Maple Capital Management LP 0.21% of their portfolio MILWAUKEE, WI 85,67185.7k $307.6k $307.6k 0.21% Unchanged
36 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 83,42583.4k $299.5k $299.5k 0.00% New
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 79,55879.6k $285.6k $285.6k 0.00% Reduced -1.0m -1,048,742
38 Heritage Wealth Advisors 0.01% of their portfolio RICHMOND, VA 78,30578.3k $281.1k $281.1k 0.01% Unchanged
39 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 76,21276.2k $273.6k $273.6k 0.00% Added +18.6k +18,597
40 PRIVATE CLIENT SERVICES, LLC 0.09% of their portfolio LOUISVILLE, KY 65,93865.9k $236.7k $236.7k 0.09% Unchanged
41 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 61,33661.3k $220.2k $220.2k 0.00% New
42 RBF Capital, LLC 0.01% of their portfolio RENO, NV 57,00057.0k $204.6k $204.6k 0.01% Reduced -3.0k -3,000
43 RAFFLES ASSOCIATES LP 0.21% of their portfolio NEW YORK, NY 55,93455.9k $200.8k $200.8k 0.21% Reduced -4.0k -4,000
44 CALDWELL SUTTER CAPITAL, INC. 0.09% of their portfolio SAUSALITO, CA 53,60053.6k $192.4k $192.4k 0.09% Unchanged
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 49,86049.9k $179.0k $179.0k 0.00% Added +20.1k +20,133
46 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 45,46845.5k $163.0k $163.0k 0.01% New
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 44,18044.2k $158.6k $158.6k 0.00% Added +41.2k +41,226
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 41,14241.1k $147.7k $147.7k 0.00% New
49 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 38,63938.6k $138.7k $138.7k 0.00% Added +3.6k +3,612
50 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 35,15135.2k $126.2k $126.2k 0.00% New
51 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,31032.3k $116.0k $116.0k 0.00% Reduced -1.8k -1,750
52 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 32,26132.3k $116.0k $116.0k 0.00% New
53 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 31,08031.1k $111.6k $111.6k 0.00% New
54 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 30,00030.0k $107.7k $107.7k 0.00% New
55 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 29,02429.0k $104.2k $104.2k 0.00% Reduced -266.9k -266,895
56 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 28,85528.9k $103.6k $103.6k 0.01% Reduced -2.6k -2,557
57 TCV Trust & Wealth Management, Inc. 0.01% of their portfolio RICHMOND, VA 27,21627.2k $97.7k $97.7k 0.01% New
58 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 23,74923.7k $85.3k $85.3k 0.00% New
59 ELLERSON GROUP INC /ADV 0.06% of their portfolio ANNAPOLIS, MD 23,00023.0k $82.6k $82.6k 0.06% New
60 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 22,07722.1k $79.3k $79.3k 0.00% Added +17.0k +17,004
61 Harbor Advisors LLC 0.01% of their portfolio West Palm Beach, FL 21,08121.1k $75.7k $75.7k 0.01% Unchanged
62 NorthCoast Asset Management LLC 0.00% of their portfolio STAMFORD, CT 21,00021.0k $76.4k $76.4k 0.00% New
63 Evercore Wealth Management, LLC 0.00% of their portfolio New York, NY 20,00020.0k $71.8k $71.8k 0.00% Unchanged
64 Arcus Capital Partners, LLC 0.03% of their portfolio ATLANTA, GA 19,97720.0k $71.7k $71.7k 0.03% Added +5.6k +5,609
65 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 17,91117.9k $64.3k $64.3k 0.00% New
66 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 14,40014.4k $51.7k $51.7k 0.00% Unchanged
67 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 13,17413.2k $47.3k $47.3k 0.00% New
68 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 12,50012.5k $44.9k $44.9k 0.00% New
69 JOURNEY STRATEGIC WEALTH LLC 0.00% of their portfolio SUMMIT, NJ 10,81610.8k $38.8k $38.8k 0.00% Unchanged
70 Cannon Wealth Management Services, LLC 0.03% of their portfolio WINSTON SALEM, NC 10,08010.1k $36.2k $36.2k 0.03% Unchanged
71 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,00010.0k $35.9k $35.9k 0.00% Unchanged
72 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 7,4347.4k $26.7k $26.7k 0.00% Added +6.0k +6,048
73 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 6,5596.6k $23.5k $23.5k 0.00% New
74 MV CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BETHESDA, MD 6,4516.5k $23.2k $23.2k 0.00% Unchanged
75 Legal & General Group Plc 0.00% of their portfolio London, X0 5,8195.8k $20.9k $20.9k 0.00% New
76 FMR LLC 0.00% of their portfolio BOSTON, MA 4,2354.2k $15.2k $15.2k 0.00% Unchanged
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 4,0084.0k $14.4k $14.4k 0.00% New
78 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 2,5002.5k $9.0k $9.0k 0.00% Unchanged
79 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 2,1942.2k $8.0k $8.0k 0.00% New
80 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 2,0002.0k $7.2k $7.2k 0.00% Unchanged
81 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1,7341.7k $6.2k $6.2k 0.00% New
82 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,2951.3k $4.6k $4.6k 0.00% Added +300 +300
83 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 1,0121.0k $3.6k $3.6k 0.00% Unchanged
84 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 859859 $3.1k $3.1k 0.00% Unchanged
85 State of Wyoming 0.00% of their portfolio CHEYENNE, WY 702702 $2.5k $2.5k 0.00% Reduced -1.1k -1,150
86 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 466466 $1.7k $1.7k 0.00% Unchanged
87 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 336336 $1.2k $1.2k 0.00% Unchanged
88 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 225225 $808 $808 0.00% Reduced -2.0k -1,961
89 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 209209 $1.0k $1.0k 0.00% Unchanged
90 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 192192 $689 $689 0.00% Unchanged
91 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 192192 $666 $666 0.00% Unchanged
92 Riggs Asset Managment Co. Inc. 0.00% of their portfolio DALLAS, PA 111111 $399 $399 0.00% Unchanged
93 American Capital Advisory, LLC 0.00% of their portfolio KETCHUM, ID 100100 $359 $359 0.00% New
94 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1515 $54 $54 0.00% Unchanged
95 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged