Blue Ridge Bankshares, Inc.: which funds bought and sold

Institutions that bought and sold Blue Ridge Bankshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 49 institutions that filed 13F reports for both quarters added to or opened positions in Blue Ridge Bankshares, and 42 cut or closed them. Together they sold a net 1.2M shares, −3.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.1M shares (−17.0%); index fund managers were net buyers of 420K shares (+4.1%). 11 opened a new position and 10 sold out entirely.

Bought, Q2 2026 49 institutions, 11 of them new holders Sold, Q2 2026 42 institutions, 10 of them sold out

Net change, all compared −1.2M shares (−3.4%)

Net change, active managers −2.1M shares (−17.0%), 7 bought, 12 sold

Buyers versus sellers

institutions compared, 116

49 bought 25 42 sold

Active managers and hedge funds 7 bought · 12 sold · −2.1M

Index fund managers 7 bought · 2 sold · +420K

Other institutions 35 bought · 28 sold · +536K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+465K +12.3%	4.3M	$15M
Marshall Wace, LLP Hedge fund	+325K +1850.5%	343K	$1.2M
Jacobs Asset Management, LLC	+301K +150.7%	501K	$1.8M
Citadel Advisors LLC Hedge fund	+271K +620.8%	314K	$1.1M
Two Sigma Investments, LP Hedge fund	+224K +32.6%	912K	$3.2M
Dimensional Fund Advisors LP	+208K +22.4%	1.1M	$4M
Morgan Stanley	+133K +51.8%	388K	$1.4M
Cetera Investment Advisers	+92K New position	92K	$325,547
AQR Capital Management LLC Hedge fund	+84K +417.4%	105K	$369,397
Geode Capital Management, LLC Index funds	+69K +5.4%	1.3M	$4.7M
Victory Capital Management Inc Active manager	+68K +26.0%	330K	$1.2M
Salzhauer Michael	+56K New position	56K	$197,680
Vanguard Portfolio Management LLC Index funds	+51K +13.2%	441K	$1.6M
Wells Fargo & Company	+30K +105.0%	58K	$203,869
Russell Investments Group, Ltd.	+29K +513.7%	35K	$123,634
Newedge Advisors, LLC	+24K +16.3%	174K	$615,059
Citigroup Inc	+24K +350.9%	30K	$107,132
Jump Financial, LLC	+23K +180.5%	35K	$124,962
Raffles Associates LP	+23K New position	23K	$80,068
Sumitomo Mitsui Trust Group, Inc.	+20K New position	20K	$69,523

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+325K +1850.5%	343K	$1.2M
Citadel Advisors LLC Hedge fund	+271K +620.8%	314K	$1.1M
Two Sigma Investments, LP Hedge fund	+224K +32.6%	912K	$3.2M
AQR Capital Management LLC Hedge fund	+84K +417.4%	105K	$369,397
Victory Capital Management Inc Active manager	+68K +26.0%	330K	$1.2M
Price T Rowe Associates Inc Active manager	+2,782 +5.9%	50K	$176,000
Qube Research & Technologies Ltd Hedge fund	+513 +0.8%	65K	$230,407

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Azora Capital LP Hedge fund	−2.7M Sold out	0	—
Vanguard Capital Management LLC Index funds	−201K −7.6%	2.4M	$8.6M
Wellington Management Group LLP Active manager	−136K −2.1%	6.3M	$22.2M
Xtx Topco Ltd	−80K Sold out	0	—
Raymond James Financial Inc	−78K −67.8%	37K	$131,097
Renaissance Technologies LLC Hedge fund	−74K −13.7%	467K	$1.6M
Alliancebernstein L.P. Active manager	−69K −7.9%	812K	$3.4M
UBS Group AG	−59K −64.2%	33K	$115,057
Ejf Capital LP	−51K −9.7%	473K	$1.7M
Arcus Capital Partners, LLC	−41K Sold out	0	—
Millennium Management LLC Hedge fund	−37K Sold out	0	—
Goldman Sachs Group Inc	−31K −15.3%	169K	$596,277
Squarepoint Ops LLC Hedge fund	−29K −13.6%	186K	$656,905
Bridgeway Capital Management, LLC Active manager	−25K −21.6%	91K	$321,219
Empowered Funds, LLC	−25K −27.9%	65K	$227,897
Jane Street Group, LLC	−25K Sold out	0	—
Nuveen, LLC	−25K −22.3%	86K	$304,646
Susquehanna International Group, LLP	−23K Sold out	0	—
Bank Of America Corp	−18K −10.6%	153K	$538,717
Alerus Financial Na	−18K −12.0%	133K	$469,716

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Azora Capital LP Hedge fund	−2.7M Sold out	0	—
Wellington Management Group LLP Active manager	−136K −2.1%	6.3M	$22.2M
Renaissance Technologies LLC Hedge fund	−74K −13.7%	467K	$1.6M
Alliancebernstein L.P. Active manager	−69K −7.9%	812K	$3.4M
Millennium Management LLC Hedge fund	−37K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−29K −13.6%	186K	$656,905
Bridgeway Capital Management, LLC Active manager	−25K −21.6%	91K	$321,219
Kennedy Capital Management LLC Active manager	−9,051 −3.9%	220K	$778,150
American Century Companies Inc Active manager	−6,643 −5.3%	119K	$421,097
Intech Investment Management LLC Active manager	−2,977 −17.0%	15K	$51,393

New positions

largest by value

Institution	Shares	Value June 30, 2026
Cetera Investment Advisers	92K	$325,547
Salzhauer Michael	56K	$197,680
Raffles Associates LP	23K	$80,068
Sumitomo Mitsui Trust Group, Inc.	20K	$69,523
Janney Montgomery Scott LLC	10K	$35,000
Arax Advisory Partners	710	$2,507
Allworth Financial LP	329	$1,162
Integrated Wealth Concepts LLC	260	$919
Rothschild Investment LLC	76	$268
Wealth Enhancement Trust Services, Inc.	19	$67

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Azora Capital LPHedge fund	2.7M	$11.4M
Xtx Topco Ltd	80K	$334,039
Arcus Capital Partners, LLC	41K	$171,398
Millennium Management LLCHedge fund	37K	$153,611
Jane Street Group, LLC	25K	$104,417
Susquehanna International Group, LLP	23K	$96,638
Davenport & Co LLC	14K	$58,645
State Of Wyoming	359	$1,508
Root Financial Partners, LLC	58	$244
Mai Capital Management	2	$9

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 106
Ten largest holders: 70.2%
Index fund managers: 32.7%
Active managers and hedge funds: 31.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	7	12	0	2	−2.1M	−17.0%
Index fund managers	7	2	0	0	+420K	+4.1%
Other institutions	35	28	11	8	+536K	+4.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Blue Ridge Bankshares.

Only managers that filed a holdings report for both quarters are compared (116 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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