Cross-institution positioning
Feb 10, 2026Reduction leaning. 1 exited across 1 comparable institution.
Source: Schedule 13 researchBRBS Institutional Ownership
BLUE RIDGE BANKSHARES, INC.
Latest stored close $3.90 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
42/100
2 tracked · 1 comparable
Latest filing
Feb 10, 2026
Positive breadth
1 positive · 1 negative
Recent close
$3.90
Research confidence
Limited
Institutional Research 32/100 · 0 accumulating · 1 reducing / exited
Ownership history
Reported ownership % history
Latest filing Feb 10, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating0
Newly reported1
Reducing / exited
1
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 42/100
Confidence:Limited
Why this signal
- 0 tracked institutions accumulating versus 1 reducing/exited.
Institutional
37/100
Insiders
50/100
Fundamentals
50/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Jul 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 17, 20262 non-amendment material events in the last 90 days; Latest classified evidence: Material definitive agreement. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 10, 2026Net income -199.9% YoY; Free cash flow +132.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 50% through its reported 52-week range; -4.5% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Wellington Management Group.
Filed Feb 10, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Feb 10, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Wellington Management Group
Filed Feb 10, 2026
Direction locked
BlackRock
Filed May 8, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Wellington Management Group
Filed Feb 10, 2026
BlackRock
Filed May 8, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 1, 2026 | Bost Hunter H. | AGrant, award, or other acquisition | Common Stock | 9.7K | $3.59 | Direct | Jul 7, 2026 |
| Jul 1, 2026 | Reynolds Randolph N Jr | AGrant, award, or other acquisition | Common Stock | 6.6K | $3.59 | Direct | Jul 7, 2026 |
| Jul 1, 2026 | Spilman Vance H | AGrant, award, or other acquisition | Common Stock | 14.2K | $3.59 | Direct | Jul 7, 2026 |
| Jul 1, 2026 | Patterson Julien G | AGrant, award, or other acquisition | Common Stock | 10.5K | $3.59 | Direct | Jul 7, 2026 |
| Jul 1, 2026 | Gavant Judy Carol | DDisposition to issuer | Common Stock | 7.5K | $0.00 | Direct | Jul 7, 2026 |
| Jul 1, 2026 | Jones Otis | AGrant, award, or other acquisition | Common Stock | 3.8K | $3.59 | Direct | Jul 7, 2026 |
| Jul 1, 2026 | Cozart Heather | AGrant, award, or other acquisition | Common Stock | 10.3K | $3.59 | Direct | Jul 7, 2026 |
| Mar 6, 2026 | BEALE G WILLIAM | FTax/price withholding or payment | Common Stock | 5.6K | $3.99 | Direct | Apr 3, 2026 |
| Mar 2, 2026 | BEALE G WILLIAM | FTax/price withholding or payment | Common Stock | 17.1K | $4.06 | Direct | Apr 3, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 17, 2026 | 8-K | 1.01, 7.01, 9.01 | Material definitive agreement; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Aug 10, 2026 | 8-K/AAmendment | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jul 28, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 18, 2026 | 8-K/AAmendment | 5.02 | Director or executive change | — | Filing |
| Jun 18, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 28, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Apr 23, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Apr 20, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Mar 30, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Mar 24, 2026 | 8-K | 5.02 | Director or executive change | — | Filing |
| Mar 12, 2026 | 8-K | 5.02, 7.01, 9.01 | Director or executive change; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jan 29, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$37.3M
Q3 2021
10-Q filed Nov 10, 2021
Net income
$-1.3M
Q2 2026
-199.9% YoY 10-Q filed Aug 10, 2026
Diluted EPS
$-0.01
Q2 2026
-200.0% YoY 10-Q filed Aug 10, 2026
Operating cash flow
$16.8M
YTD through Jun 30, 2026
+137.2% YoY 10-Q filed Aug 10, 2026
Free cash flow
$16.1M
YTD through Jun 30, 2026
+132.6% YoY 10-Q filed Aug 10, 2026
Assets
$2.3B
As of Jun 30, 2026
-8.9% YoY 10-Q filed Aug 10, 2026
Liabilities
$2.1B
As of Jun 30, 2026
-7.2% YoY 10-Q filed Aug 10, 2026
Stockholders’ equity
$275.4M
As of Jun 30, 2026
-20.0% YoY 10-Q filed Aug 10, 2026
Shares outstanding
89.7M
As of Jul 31, 2026
-2.6% YoY 10-Q filed Aug 10, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Sep 30, 2021 | $37.3M | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$4.01
View live quote ↗
52-week low
$3.23
May 22, 2026
52-week high
$4.79
Nov 4, 2025
Below 52-week high
16.2%
1W return
+0.3%
1M return
+8.7%
3M return
+21.9%
6M return
+3.6%
YTD return
-6.1%
1Y return
-4.5%
30-day volatility
27.1%
90-day volatility
24.2%
1Y max drawdown
-30.9%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 8 filing(s) · 5 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Wellington Management Group CIK0000902219 | Dec 31, 2025 observed Feb 10, 2026 filed · 41d Initial Schedule 13G | Initial Schedule 13G | 6.7M | 7.30% | $4.27 | $4.32 | $3.90 |
| BlackRock CIK0001364742 | Apr 30, 2024 observed May 8, 2024 filed · 8d Schedule 13G amendment | Exit below reporting threshold | 1.1M -83.3K | 4.80% -1.40 pts | $2.50 | $2.65 | $3.90 |
| BlackRock CIK0001364742 | Dec 31, 2023 observed Jan 29, 2024 filed · 29d Schedule 13G amendment | Reported accumulation | 1.2M +184.9K | 6.20% +0.90 pts | $3.03 | $3.03 | $3.90 |
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