Business Summary
Blue Ridge Bankshares is a Richmond, Virginia-based bank holding company operating through its subsidiary Blue Ridge Bank, N.A. with 27 full-service branches across Virginia and North Carolina. The company generates revenue primarily from interest income on loans ($1.87 billion gross loans) and supplements with wealth management and insurance services. Following regulatory pressure and a terminated OCC Consent Order, BRBS has undergone a significant strategic pivot, exiting fintech Banking-as-a-Service (BaaS) partnerships, indirect fintech lending, and its mortgage division.
Products & Services
- Commercial and consumer lending: Traditional bank loan products including qualified mortgages, commercial real estate, and consumer loans ($1.87 billion gross loans)
- Deposit services: Checking, savings, and time deposit products ($1.91 billion total deposits) across 27 branches
- Wealth and trust management: Advisory services through BRB Financial Group subsidiary
- Insurance services: Minority ownership stake in Hammond Insurance Agency
- Former operations (divested/exited): Banking-as-a-Service (BaaS)...
AI-generated summary of Item 1 (Business) from the 10-K filed Mar 12, 2026 — View filing on SEC.gov. May contain errors — refer to the filing for authoritative information.
Across SEC filings
Institutional holders · 13F
Q2 2026| Largest holders | Reported value |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | $22.2M |
| BlackRock Inc | $15.0M |
| Algebris UK Ltd | $9.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.6M |
| BANC FUNDS CO LLC | $6.7M |
Funds & ETFs · N-PORT
102 funds| Fund | Value | % of fund |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI | $6.5M | < 0.01% |
| iShares Russell 2000 ETF IWM | $6.1M | < 0.01% |
| iShares Russell 2000 Value ETF IWN | $2.5M | 0.02% |
| Fidelity Small Cap Index Fund | $2.4M | < 0.01% |
| VANGUARD EXTENDED MARKET INDEX FUND | $1.8M | < 0.01% |
| VANGUARD RUSSELL 2000 INDEX FUND VTWO | $1.1M | < 0.01% |
| Dimensional U.S. Small Cap ETF DFAS | $876.7K | < 0.01% |
| iShares Micro-Cap ETF IWC | $798.1K | 0.05% |
| Fidelity Extended Market Index Fund | $791.2K | < 0.01% |
| U.S. SMALL CAP PORTFOLIO | $771.6K | < 0.01% |
102 funds reported holding $32.3M in total on their latest public Form N-PORT reports, the most recent dated August 2026. Security record
Annual results · 10-K
Fiscal 2025- Net income
- $10.7M
As reported in the fiscal 2025 annual report.
5%+ holders · 13D/G
2 filers| Filer | % of class | Filed |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G | 7.3% | 2026-02-10 |
| Kenneth R Lehman 13D | 30.7% | 2025-04-18 |
Latest Schedule 13D or 13G from each filer; stakes a filer has reported closed are left out.
Securities
| CUSIP | Security | Type |
|---|---|---|
| 095825105 | BRBS BLUE RIDGE BANKSHARES INC V | Common stock |