Vault-13

BLUE RIDGE BANKSHARES INC VA BRBS

COM · Common Stock · CUSIP 095825105

106 institutional holders -1 vs Q1 2026
32,606,52632.6m shares reported held*
36.4% of all shares outstanding*
$115.6mreported value*
11 new 38 added 32 reduced 10 sold out net sold ≈ $3.9m (-1.2m 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 ($230.4k this quarter). Holder counts are more reliable. Shares outstanding: 89.7m as of 2026-07-31, 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 ≈ $3.55. Options: 1 managers hold calls ($49.4k notional), 0 hold puts (—).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 60Q4 22: 60Q1 23: 59Q2 23: 61Q3 23: 65Q4 23: 78Q1 24: 74Q2 24: 80Q3 24: 72Q4 24: 92Q1 25: 100Q2 25: 95Q3 25: 106Q4 25: 107Q1 26: 107Q2 26: 106106Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 2025106
Q4 2025107
Q1 2026107
Q2 2026106

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 25Q3 25: 56 bought or addedQ3 25: 28 cut or sold outQ4 25: 53 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 37 bought or addedQ1 26: 51 cut or sold outQ2 26: 49 bought or addedQ2 26: 42 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243032
Q4 20245423
Q1 20254630
Q2 20255345
Q3 20255628
Q4 20255337
Q1 20263751
Q2 20264942

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ3 25 calls: $19.0kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $2.6kQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $108.4kQ1 26 puts: $42.0kQ1 26P/C 0.39Q2 26 calls: $49.4kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$19.0k$00.00
Q4 2025$2.6k$00.00
Q1 2026$108.4k$42.0k0.39
Q2 2026$49.4k$00.00

Biggest buyers

BlackRock, Inc. Added +465,127+465.1k
MARSHALL WACE, LLP Added +325,357+325.4k
JACOBS ASSET MANAGEMENT, LLC Added +301,227+301.2k
CITADEL ADVISORS LLC Added +270,807+270.8k
TWO SIGMA INVESTMENTS, LP Added +224,320+224.3k
DIMENSIONAL FUND ADVISORS LP Added +207,766+207.8k
MORGAN STANLEY Added +132,504+132.5k
Cetera Investment Advisers New +92,223+92.2k
AQR CAPITAL MANAGEMENT LLC Added +84,420+84.4k
GEODE CAPITAL MANAGEMENT, LLC Added +69,150+69.2k

Biggest sellers

Azora Capital LP Sold out -2,703,441-2.7m
VANGUARD CAPITAL MANAGEMENT LLC Reduced -200,822-200.8k
WELLINGTON MANAGEMENT GROUP LLP Reduced -136,151-136.2k
XTX Topco Ltd Sold out -79,533-79.5k
RAYMOND JAMES FINANCIAL INC Reduced -78,315-78.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -73,800-73.8k
ALLIANCEBERNSTEIN L.P. Reduced -69,334-69.3k
UBS Group AG Reduced -58,530-58.5k
EJF Capital LP Reduced -50,950-51.0k
Arcus Capital Partners, LLC Sold out -40,809-40.8k

Biggest calls

CITADEL ADVISORS LLC Added $49.4k14.0k shares

Biggest puts

None

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 since 1 Apr 2026

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
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—1$43.0k—
Q2 20250—1$6.7k—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 6,296,4106.3m $22.2m $22.2m 0.00% Reduced -136.2k -136,151
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,260,1064.3m $15.0m $15.0m 0.00% Added +465.1k +465,127
3 ALGEBRIS (UK) LTD 0.59% of their portfolio London, X0 2,553,9672.6m $9.0m $9.0m 0.59% Added +18.9k +18,862
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,428,7542.4m $8.6m $8.6m 0.00% Reduced -200.8k -200,822
5 BANC FUNDS CO LLC 1.10% of their portfolio CHICAGO, IL 1,889,0331.9m $6.7m $6.7m 1.10% Unchanged
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,341,0911.3m $4.7m $4.7m 0.00% Added +69.2k +69,150
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 1,133,3071.1m $4.0m $4.0m 0.00% Added +207.8k +207,766
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,090,2691.1m $3.8m $3.8m 0.00% Reduced -4.7k -4,700
9 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2.80% of their portfolio WASHINGTON, DC 1,025,9161.0m $3.6m $3.6m 2.80% Added +9.0k +8,984
10 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 911,783911.8k $3.2m $3.2m 0.00% Added +224.3k +224,320
11 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 812,162812.2k $3.4m $3.4m 0.00% Reduced -69.3k -69,334
12 Elizabeth Park Capital Advisors, Ltd. 1.96% of their portfolio PEPPER PIKE, OH 803,446803.4k $2.8m $2.8m 1.96% Unchanged
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 544,961545.0k $1.9m $1.9m 0.00% Added +8.2k +8,210
14 JACOBS ASSET MANAGEMENT, LLC 1.33% of their portfolio NEW YORK, NY 501,105501.1k $1.8m $1.8m 1.33% Added +301.2k +301,227
15 EJF Capital LP 1.12% of their portfolio Arlington, VA 473,353473.4k $1.7m $1.7m 1.12% Reduced -51.0k -50,950
16 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 466,653466.7k $1.6m $1.6m 0.00% Reduced -73.8k -73,800
17 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 441,021441.0k $1.6m $1.6m 0.00% Added +51.5k +51,454
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 388,388388.4k $1.4m $1.4m 0.00% Added +132.5k +132,504
19 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 342,939342.9k $1.2m $1.2m 0.00% Added +325.4k +325,357
20 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 333,090333.1k $1.2m $1.2m 0.00% Added +18.3k +18,280
21 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 330,000330.0k $1.2m $1.2m 0.00% Added +68.0k +68,000
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 314,432314.4k $1.1m $1.1m 0.00% Added +270.8k +270,807
23 KENNEDY CAPITAL MANAGEMENT LLC 0.01% of their portfolio ST LOUIS, MO 220,439220.4k $778.1k $778.1k 0.01% Reduced -9.1k -9,051
24 GENDELL JEFFREY L 0.01% of their portfolio Greenwich, CT 214,608214.6k $757.6k $757.6k 0.01% Unchanged
25 Oppenheimer & Close, LLC 0.45% of their portfolio NEW YORK, NY 200,460200.5k $707.6k $707.6k 0.45% Unchanged
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 199,945199.9k $705.8k $705.8k 0.00% Added +11.7k +11,680
27 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 186,092186.1k $656.9k $656.9k 0.00% Reduced -29.2k -29,233
28 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 174,238174.2k $615.1k $615.1k 0.00% Added +24.4k +24,384
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 168,917168.9k $596.3k $596.3k 0.00% Reduced -30.6k -30,558
30 CALDWELL SUTTER CAPITAL, INC. 0.22% of their portfolio SAUSALITO, CA 164,278164.3k $579.9k $579.9k 0.22% Added +11.0k +11,034
31 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 163,641163.6k $577.7k $577.7k 0.00% Reduced -231 -231
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 152,611152.6k $538.7k $538.7k 0.00% Reduced -18.1k -18,137
33 Blue Edge Capital, LLC 0.06% of their portfolio RICHMOND, VA 152,514152.5k $538.4k $538.4k 0.06% Unchanged
34 ALERUS FINANCIAL NA 0.02% of their portfolio GRAND FORKS, ND 133,064133.1k $469.7k $469.7k 0.02% Reduced -18.1k -18,084
35 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 119,291119.3k $421.1k $421.1k 0.00% Reduced -6.6k -6,643
36 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 104,645104.6k $369.4k $369.4k 0.00% Added +84.4k +84,420
37 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 92,22392.2k $325.5k $325.5k 0.00% New
38 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 90,99791.0k $321.2k $321.2k 0.01% Reduced -25.0k -25,000
39 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 86,30286.3k $304.6k $304.6k 0.00% Reduced -24.8k -24,819
40 Heritage Wealth Advisors 0.01% of their portfolio RICHMOND, VA 72,58872.6k $256.2k $256.2k 0.01% Unchanged
41 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 66,96767.0k $236.4k $236.4k 0.00% Added +6.6k +6,639
42 PRIVATE CLIENT SERVICES, LLC 0.06% of their portfolio LOUISVILLE, KY 65,93865.9k $232.8k $232.8k 0.06% Unchanged
43 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 65,27165.3k $230.4k $230.4k 0.00% Added +513 +513
44 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 64,56064.6k $227.9k $227.9k 0.00% Reduced -25.0k -25,000
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 57,75357.8k $203.9k $203.9k 0.00% Added +29.6k +29,586
46 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio FORT LAUDERDALE, FL 56,29756.3k $198.7k $198.7k 0.01% Added +11.3k +11,342
47 SALZHAUER MICHAEL 0.07% of their portfolio NEW YORK, NY 56,00056.0k $197.7k $197.7k 0.07% New
48 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 49,69149.7k $176.0k $176.0k 0.00% Added +2.8k +2,782
49 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 49,45849.5k $174.6k $174.6k 0.00% Added +1.6k +1,589
50 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 39,80739.8k $140.5k $140.5k 0.00% Reduced -1.6k -1,591
51 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 39,07939.1k $137.9k $137.9k 0.00% Reduced -859 -859
52 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 37,29737.3k $131.7k $131.7k 0.00% Reduced -726 -726
53 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,13837.1k $131.1k $131.1k 0.00% Reduced -78.3k -78,315
54 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 35,40035.4k $125.0k $125.0k 0.00% Added +22.8k +22,779
55 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 35,02435.0k $123.6k $123.6k 0.00% Added +29.3k +29,317
56 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 33,78033.8k $119.2k $119.2k 0.00% Unchanged
57 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 33,46533.5k $119.1k $119.1k 0.00% Added +5.2k +5,217
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 32,59432.6k $115.1k $115.1k 0.00% Reduced -58.5k -58,530
59 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 30,34930.3k $107.1k $107.1k 0.00% Added +23.6k +23,618
60 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 30,28730.3k $106.9k $106.9k 0.00% Reduced -1.9k -1,851
61 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 26,28126.3k $92.8k $92.8k 0.00% Unchanged
62 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 25,22325.2k $89.0k $89.0k 0.00% Added +5.3k +5,269
63 RAFFLES ASSOCIATES LP 0.04% of their portfolio NEW YORK, NY 22,68222.7k $80.1k $80.1k 0.04% New
64 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 21,67021.7k $76.5k $76.5k 0.00% Added +1.0k +1,016
65 Harbor Advisors LLC 0.01% of their portfolio West Palm Beach, FL 21,08121.1k $74.4k $74.4k 0.01% Unchanged
66 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 19,69519.7k $69.5k $69.5k 0.00% New
67 Salomon & Ludwin, LLC 0.01% of their portfolio RICHMOND, VA 19,63419.6k $70.5k $70.5k 0.01% Unchanged
68 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 18,52218.5k $65.4k $65.4k 0.00% Unchanged
69 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 17,91117.9k $63.2k $63.2k 0.00% Unchanged
70 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 14,98915.0k $52.9k $52.9k 0.00% Unchanged
71 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 14,55914.6k $51.4k $51.4k 0.00% Reduced -3.0k -2,977
72 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 14,40914.4k $50.9k $50.9k 0.00% Added +9 +9
73 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 13,12313.1k $46.3k $46.3k 0.00% Reduced -1.6k -1,600
74 ELLERSON GROUP INC /ADV 0.03% of their portfolio ANNAPOLIS, MD 12,50012.5k $44.1k $44.1k 0.03% Added +1.0k +1,000
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,39011.4k $40.2k $40.2k 0.00% Unchanged
76 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,79310.8k $38.1k $38.1k 0.00% Added +296 +296
77 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,56210.6k $38.0k $38.0k 0.00% Added +10.3k +10,296
78 Cannon Wealth Management Services, LLC 0.02% of their portfolio WINSTON SALEM, NC 10,08010.1k $35.6k $35.6k 0.02% Unchanged
79 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 10,00010.0k $35.0k $35.0k 0.00% New
80 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 9,8229.8k $34.7k $34.7k 0.00% Reduced -6.2k -6,189
81 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 9,1589.2k $32.3k $32.3k 0.00% Reduced -8.2k -8,192
82 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 9,1479.1k $32.3k $32.3k 0.00% Reduced -6.6k -6,582
83 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 6,5596.6k $23.2k $23.2k 0.00% Unchanged
84 MV CAPITAL MANAGEMENT, INC. 0.00% of their portfolio BETHESDA, MD 6,4516.5k $22.8k $22.8k 0.00% Unchanged
85 Legal & General Group Plc 0.00% of their portfolio London, X0 5,8195.8k $20.5k $20.5k 0.00% Unchanged
86 TOTH FINANCIAL ADVISORY CORP 0.00% of their portfolio LEESBURG, VA 2,5002.5k $8.8k $8.8k 0.00% Unchanged
87 FMR LLC 0.00% of their portfolio BOSTON, MA 2,0882.1k $7.4k $7.4k 0.00% Reduced -2.2k -2,171
88 FIRST HORIZON CORP 0.00% of their portfolio MEMPHIS, TN 2,0002.0k $7.1k $7.1k 0.00% Unchanged
89 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,2951.3k $4.6k $4.6k 0.00% Added +995 +995
90 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1,2621.3k $4.5k $4.5k 0.00% Reduced -996 -996
91 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0551.1k $3.7k $3.7k 0.00% Reduced -281 -281
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 906906 $3.2k $3.2k 0.00% Reduced -2.7k -2,744
93 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 858858 $3.0k $3.0k 0.00% Unchanged
94 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 710710 $2.5k $2.5k 0.00% New
95 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 329329 $1.2k $1.2k 0.00% New
96 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 302302 $1.1k $1.1k 0.00% Added +270 +270
97 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 260260 $919 $919 0.00% New
98 GROUP ONE TRADING LLC 0.00% of their portfolio CHICAGO, IL 240240 $847 $847 0.00% Reduced -260 -260
99 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 209209 $1.0k $1.0k 0.00% Unchanged
100 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 192192 $649 $649 0.00% Unchanged