$BRBS

$3.98 -$0.03 (0.75%) Close

$BRBS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 89.7M shares outstanding

Who owns BRBS?

By type of holder

Institutions 36.4% Insiders 5.5% Everyone else 58.1%

Concentration Top 10 holders own 58.6%

Kenneth R. Lehman 33.5% · Wellington Management Group LLP 7.0%

Institutional ownership

36.4%

-1.3 pts vs last qtr

Institutional holders

105

-2 vs last qtr

Net shares bought

−1.2M

by institutions in Q2 2026

New / sold out

10 / 12

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +465.1K
Marshall Wace, LLP +325.4K

Biggest sellers in Q2 2026

Azora Capital LP SOLD OUT −2.7M
Vanguard Capital Management LLC −200.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Blue Ridge Bankshares Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+98.0%

+97.98% a year

Each share's claim on the business

−49.5%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years45% 3–5 years4% 1–3 years38% Under 1 year14%

Quarterly turnover

9.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting BRBS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	6.3M	7.02%	−136.2K (−2.1%)	2025	0.0%
Shares held by quarter Peak holding6.7M (Q4'25) Change over 8 quarters+6.3M Share of the company7.020% Wellington Management Group LLP's full portfolio →
B BlackRock, Inc.	4.3M	4.75%	+465.1K (+12.3%)	≤2021	0.0%
Shares held by quarter Peak holding4.3M (Q2'26) Change over 8 quarters+3.6M Share of the company4.750% BlackRock, Inc.'s full portfolio →

Wellington Management Group LLP

6.3M

% of company

7.02%

Change vs last qtr

−136.2K (−2.1%)

Held since

2025

BlackRock, Inc.

4.3M

% of company

4.75%

Change vs last qtr

+465.1K (+12.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Blue Ridge Bankshares Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BRBS on Form N-PORT; together they hold 10.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.55M	1.9M	2.07%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$6.06M	1.7M	1.92%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.55M

% of company

2.07%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$6.06M

% of company

1.92%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Blue Ridge Bankshares Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KR Kenneth R. Lehman 5%+ holder 13D · 30.7%	30.0M	33.45%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company33.450% Disclosed stake13D · 30.7% View the 13D/G filing →
BG Beale G William Insider	1.6M	1.74%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.740% Beale G William's insider activity →

Kenneth R. Lehman

5%+ holder13D · 30.7%

30.0M

% of company

33.45%

Change vs last qtr

—

Held since

—

Beale G William

Insider

1.6M

% of company

1.74%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Blue Ridge Bankshares Inc.

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