LPL Financial LLC

Position in BRBS — Blue Ridge Bankshares, Inc.

CIK 1403438 FORT MILL, SC

Position in BRBS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$119,243

-$22,633 QoQ

Shares Held

33,780

0.0% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#56

of 105 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. BRBS ranks #173 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	968,289	$238,412,117
2	TFC	Truist Financial Corp	4,483,086	$223,347,344
3	USB	US Bancorp \De\	3,203,593	$193,497,017
4	RF	Regions Financial Corp	2,404,667	$72,620,943
5	FITB	Fifth Third Bancorp	824,462	$46,474,922
6	CFG	Citizens Financial Group Inc/Ri	504,589	$35,356,551
7	MTB	M&T Bank Corp	134,231	$31,948,320
8	HBAN	Huntington Bancshares Inc /Md/	1,505,545	$26,693,312

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,243	33,780	0.0%	Shares	Sole	2026-08-07
2026-03-31	$141,876	33,780	-1.5%	Shares	Sole	2026-05-06
2025-12-31	$146,503	34,310	+6.2%	Shares	Sole	2026-02-11
2025-09-30	$136,671	32,310	0.0%	Shares	Sole	2025-11-12
2025-06-30	$115,992	32,310	-5.1%	Shares	Sole	2025-08-12
2025-03-31	$111,035	34,060	+41.6%	Shares	Sole	2025-05-07
2024-12-31	$77,473	24,060	+124.4%	Shares	Sole	2025-02-11
2024-09-30	$30,018	10,721	-15.7%	Shares	Sole	2024-11-08
2024-06-30	$33,201	12,721	0.0%	Shares	Sole	2024-08-07
2024-03-31	$34,219	12,721	0.0%	Shares	Sole	2024-05-10
2023-12-31	$38,544	12,721	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.