BRBSNYSEState Commercial BanksFiscal year ends December 31
BLUE RIDGE BANKSHARES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$3.93−0.05 (-1.26%)
Close on Oct 19, 2026
- Market cap
- $347.78M
- P/E (TTM)
- 39.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
36.4%
33M of 90M shares
Institutional holders
106
11 new, 10 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Investment Advisors Holdings LLP | 6,652,150 | 7.30% | 13G (passive) | Dec 31, 2025 |
| Azora Capital LP | 4,937,973 | 5.40% | 13G (passive) | Dec 31, 2025 |
| AllianceBernstein L.P. | 4,528,592 | 5.00% | 13G (passive) amendment | Jun 30, 2025 |
| Kenneth R. Lehman | 29,998,257 | 30.70% | 13D (active) amendment | Apr 17, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BRBS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 6,296,410 | 7.02% | $22.23M | −136,151 | 0.00% |
| BlackRock, Inc. | 4,260,106 | 4.75% | $15.04M | +465,127 | 0.00% |
| Algebris (UK) Ltd | 2,553,967 | 2.85% | $8.99M | +18,862 | 0.59% |
| Vanguard Capital Management LLC | 2,428,754 | 2.71% | $8.57M | −200,822 | 0.00% |
| Banc Funds Co LLC | 1,889,033 | 2.11% | $6.67M | – | 1.10% |
| Geode Capital Management, LLC | 1,341,091 | 1.50% | $4.73M | +69,150 | 0.00% |
| Dimensional Fund Advisors LP | 1,133,307 | 1.26% | $4.00M | +207,766 | 0.00% |
| State Street Corp | 1,090,269 | 1.22% | $3.85M | −4,700 | 0.00% |
| Graham Capital Wealth Management, LLC | 1,025,916 | 1.14% | $3.62M | +8,984 | 2.80% |
| Two Sigma Investments, LP | 911,783 | 1.02% | $3.22M | +224,320 | 0.00% |
| Alliancebernstein L.P. | 812,162 | 0.91% | $3.41M | −69,334 | 0.00% |
| Elizabeth Park Capital Advisors, Ltd. | 803,446 | 0.90% | $2.84M | – | 1.96% |
| Northern Trust Corp | 544,961 | 0.61% | $1.92M | +8,210 | 0.00% |
| Jacobs Asset Management, LLC | 501,105 | 0.56% | $1.77M | +301,227 | 1.11% |
| EJF Capital LLC | 473,353 | 0.53% | $1.67M | −50,950 | 1.12% |
| Renaissance Technologies LLC | 466,653 | 0.52% | $1.65M | −73,800 | 0.00% |
| Vanguard Portfolio Management LLC | 441,021 | 0.49% | $1.56M | +51,454 | 0.00% |
| Morgan Stanley | 388,388 | 0.43% | $1.37M | +132,504 | 0.00% |
| Marshall Wace, Llp | 342,939 | 0.38% | $1.21M | +325,357 | 0.00% |
| Vanguard Fiduciary Trust Co | 333,090 | 0.37% | $1.18M | +18,280 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 106 | 33M | 36.4% | 11 / 38 | 32 / 10 | 3M | 4M |
| Q1 2026 | 107 | 34M | 37.7% | 13 / 28 | 39 / 12 | 6M | 4M |
| Q4 2025 | 107 | 35M | 39.2% | 12 / 42 | 26 / 11 | 6M | 5M |
| Q3 2025 | 106 | 34M | 37.8% | 21 / 36 | 20 / 8 | 5M | 5M |
| Q2 2025 | 94 | 34M | 37.7% | 25 / 28 | 16 / 30 | 12M | 7M |
| Q1 2025 | 99 | 29M | 31.8% | 18 / 29 | 22 / 10 | 7M | 2M |
| Q4 2024 | 91 | 23M | 25.3% | 30 / 28 | 14 / 9 | 6M | 4M |
| Q3 2024 | 71 | 21M | 23.5% | 11 / 20 | 14 / 18 | 9M | 1M |
| Q2 2024 | 79 | 13M | 15.0% | 26 / 17 | 15 / 20 | 9M | 2M |
| Q1 2024 | 73 | 7M | 7.4% | 9 / 17 | 27 / 13 | 0M | 5M |
| Q4 2023 | 77 | 12M | 13.0% | 25 / 24 | 13 / 11 | 5M | 1M |
| Q3 2023 | 63 | 8M | 8.7% | 8 / 17 | 16 / 4 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BRBS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,855,168 | 2.07% | $6.55M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,717,722 | 1.92% | $6.06M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 707,821 | 0.79% | $2.50M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 681,993 | 0.76% | $2.39M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 507,456 | 0.57% | $1.79M | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 347,240 | 0.39% | $1.15M | 0.01% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 249,773 | 0.28% | $876.70K | 0.01% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 226,080 | 0.25% | $798.06K | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 219,841 | 0.25% | $771.64K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 216,149 | 0.24% | $713.29K | 0.00% | May 31, 2026 |
| Victory Integrity Discovery Fund | 187,500 | 0.21% | $661.88K | 0.72% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 171,997 | 0.19% | $603.71K | 0.00% | Jul 31, 2026 |
| Schwab Small-Cap Index Fund | 159,019 | 0.18% | $558.16K | 0.01% | Jul 31, 2026 |
| Multi-Manager U.S. Small Cap Equity Fund | 122,178 | 0.14% | $419.07K | 0.12% | Apr 30, 2026 |
| Master Small Cap Index Series | 111,299 | 0.12% | $392.89K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| G. William Beale | President & CEO, Director | 1,563,828 | 1.74% | Apr 3, 2026 |
| Judy Carol Gavant | EVP & Chief Financial Officer | 574,750 | 0.64% | Jul 7, 2026 |
| Harry W. Golliday | Interim CEO and President | 290,039 | 0.32% | Mar 24, 2026 |
| M. Dean Brown | Chief Ops & Technology Officer | 429,902 | 0.48% | Mar 24, 2026 |
| Grace Vallacchi | Chief Risk Officer | 310,026 | 0.35% | Mar 24, 2026 |
| Brett Raynor | Chief Accounting Officer | 7,786 | 0.01% | Jul 25, 2025 |
| Stanley A. Roberts | General Counsel | 71,648 | 0.08% | Mar 3, 2025 |
| Randolph N. Reynolds Jr | Director | 45,177 | 0.05% | Jul 7, 2026 |
| Julien G. Patterson | Director | 359,724 | 0.40% | Jul 7, 2026 |
| Hunter H. Bost | Director | 206,261 | 0.23% | Jul 7, 2026 |
| Heather Cozart | Director | 66,345 | 0.07% | Jul 7, 2026 |
| Otis Jones | Director | 19,745 | 0.02% | Jul 7, 2026 |
| Vance H. Spilman | Director | 168,527 | 0.19% | Jul 7, 2026 |
| Carolyn J. Woodruff | Director | 141,566 | 0.16% | Mar 10, 2025 |
| Trevor Montano | Director | 401,654 | 0.45% | Feb 21, 2025 |
| William W. Stokes | Director | 118,869 | 0.13% | Dec 31, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Randolph N. Reynolds Jr Director | Jul 1, 2026 | Award | +6,602 | $3.59 | $23.70K | 45,177 |
| Heather Cozart Director | Jul 1, 2026 | Award | +10,306 | $3.59 | $37.00K | 66,345 |
| Hunter H. Bost Director | Jul 1, 2026 | Award | +9,694 | $3.59 | $34.80K | 178,190 |
| Vance H. Spilman Director | Jul 1, 2026 | Award | +14,206 | $3.59 | $51.00K | 168,527 |
| Otis Jones Director | Jul 1, 2026 | Award | +3,816 | $3.59 | $13.70K | 19,745 |
| Julien G. Patterson Director | Jul 1, 2026 | Award | +10,460 | $3.59 | $37.55K | 319,724 |
| Judy Carol Gavant EVP & Chief Financial Officer | Jul 1, 2026 | Returned to company | −7,474 | – | – | 569,898 |
| Judy Carol Gavant EVP & Chief Financial Officer | Mar 20, 2026 | Returned to company | −160,000 | – | – | 417,372 |
| Judy Carol Gavant EVP & Chief Financial Officer | Mar 20, 2026 | Award | +160,000 | – | – | 577,372 |
| Harry W. Golliday Interim CEO and President | Mar 20, 2026 | Award | +80,000 | – | – | 290,039 |
| Grace Vallacchi Chief Risk Officer | Mar 20, 2026 | Award | +120,000 | – | – | 310,026 |
| Grace Vallacchi Chief Risk Officer | Mar 20, 2026 | Returned to company | −120,000 | – | – | 190,026 |
| M. Dean Brown Chief Ops & Technology Officer | Mar 20, 2026 | Returned to company | −200,000 | – | – | 229,902 |
| M. Dean Brown Chief Ops & Technology Officer | Mar 20, 2026 | Award | +200,000 | – | – | 429,902 |
| G. William Beale President & CEO, Director | Mar 6, 2026 | Tax withholding | −5,581 | $3.99 | $22.27K | 1,163,828 |
| G. William Beale President & CEO, Director | Mar 2, 2026 | Tax withholding | −17,068 | $4.06 | $69.30K | 1,169,409 |
| Judy Carol Gavant EVP & Chief Financial Officer | Jan 23, 2026 | Returned to company | −73,333 | – | – | 577,372 |
| Grace Vallacchi Chief Risk Officer | Jan 23, 2026 | Returned to company | −66,666 | – | – | 333,334 |
| Grace Vallacchi Chief Risk Officer | Jan 23, 2026 | Tax withholding | −23,308 | $4.33 | $100.92K | 310,026 |
| Hunter H. Bost Director | Sep 8, 2025 | Award | +9,245 | $4.17 | $38.55K | 168,496 |
| Randolph N. Reynolds Jr Director | Sep 8, 2025 | Award | +5,863 | $4.17 | $24.45K | 38,575 |
| Vance H. Spilman Director | Sep 8, 2025 | Award | +12,230 | $4.17 | $51.00K | 154,321 |
| Otis Jones Director | Sep 8, 2025 | Award | +3,434 | $4.17 | $14.32K | 15,929 |
| Heather Cozart Director | Sep 8, 2025 | Award | +9,544 | $4.17 | $39.80K | 56,039 |
| Julien G. Patterson Director | Sep 8, 2025 | Award | +9,005 | $4.17 | $37.55K | 309,264 |
| Judy Carol Gavant EVP & Chief Financial Officer | Jul 1, 2025 | Returned to company | −6,177 | – | – | 650,705 |
| Brett Raynor Chief Accounting Officer | Jul 1, 2025 | Tax withholding | −88 | $3.58 | $315 | 7,741 |
| Brett Raynor Chief Accounting Officer | Jul 1, 2025 | Returned to company | −1,125 | – | – | 6,616 |
| Brett Raynor Chief Accounting Officer | Jun 10, 2025 | Sale | −2,000 | $3.34 | $6.68K | 7,829 |
| Grace Vallacchi Chief Risk Officer | Apr 29, 2025 | Award | +400,000 | – | – | 400,000 |
| Judy Carol Gavant EVP & Chief Financial Officer | Apr 29, 2025 | Award | +440,000 | – | – | 656,882 |
| G. William Beale President & CEO, Director | Apr 29, 2025 | Award | +960,000 | – | – | 1,186,477 |
| Carolyn J. Woodruff Director | Mar 4, 2025 | Sale | −8,924 | $3.75 | $33.47K | 138,179 |
| Stanley A. Roberts General Counsel | Feb 28, 2025 | Award | +71,648 | – | – | 71,648 |
| Carolyn J. Woodruff Director | Feb 20, 2025 | Sale | −2,549 | $3.75 | $9.56K | 147,103 |
| Trevor Montano Director | Dec 20, 2024 | Other | −100,000 | – | – | 0 |
| William W. Stokes Director | Dec 2, 2024 | Award | +5,718 | $3.55 | $20.30K | 118,869 |
| Carolyn J. Woodruff Director | Dec 2, 2024 | Award | +6,244 | $3.55 | $22.17K | 149,652 |
| Vance H. Spilman Director | Dec 2, 2024 | Award | +8,216 | $3.55 | $29.17K | 142,091 |
| Julien G. Patterson Director | Dec 2, 2024 | Award | +6,170 | $3.55 | $21.90K | 300,259 |
| William W. Stokes Director | Dec 2, 2024 | Award | +5,718 | $3.55 | $20.30K | 118,902 |
| Hunter H. Bost Director | Dec 2, 2024 | Award | +6,335 | $3.55 | $22.49K | 159,251 |
| Carolyn J. Woodruff Director | Dec 2, 2024 | Award | +6,244 | $3.55 | $22.17K | 149,688 |
| Trevor Montano Director | Jun 28, 2024 | Gift | +160,000 | – | – | 401,654 |
| Kenneth R. Lehman 10% owner | Jun 28, 2024 | Conversion | +18,812,000 | – | – | 19,998,257 |
| Hunter H. Bost Director | Jun 28, 2024 | Conversion | +100,000 | – | – | 152,916 |
| William W. Stokes Director | Jun 28, 2024 | Conversion | +80,000 | – | – | 113,151 |
| Mensel D. Dean Director | Jun 28, 2024 | Conversion | +100,000 | – | – | 199,848 |
| Trevor Montano Director | Jun 28, 2024 | Conversion | +227,369.24 | – | – | 241,654 |
| Trevor Montano Director | Jun 28, 2024 | Conversion | +244,630.76 | – | – | 260,000 |
| Heather Cozart Director | Jun 28, 2024 | Conversion | +40,000 | – | – | 46,495 |
| Elizabeth Hinton Crowther Director | Jun 28, 2024 | Conversion | +4,000 | – | – | 20,248 |
| Carolyn J. Woodruff Director | Jun 28, 2024 | Conversion | +60,000 | – | – | 143,408 |
| Robert S. Janney Director | Jun 28, 2024 | Conversion | +40,000 | – | – | 83,550 |
| Otis Jones Director | Jun 28, 2024 | Conversion | +8,000 | – | – | 12,495 |
| Vance H. Spilman Director | Jun 28, 2024 | Conversion | +100,000 | – | – | 133,875 |
| Julien G. Patterson Director | Jun 28, 2024 | Conversion | +40,000 | – | – | 40,000 |
| Randolph N. Reynolds Jr Director | Jun 28, 2024 | Conversion | +8,000 | – | – | 32,712 |
| Judy Carol Gavant EVP & Chief Financial Officer | Jun 28, 2024 | Conversion | +100,000 | – | – | 216,882 |
| G. William Beale President & CEO, Director | Jun 28, 2024 | Conversion | +400,000 | – | – | 400,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.