Position in BRBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$304,869
-$29,536 QoQ
Shares Held
72,588
-7.3% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Heritage Wealth Advisors holds $3,914,246 across 13 Banks - Regional names. BRBS ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,076 | $1,658,413 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,089 | $753,720 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,292 | $550,554 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,915 | $398,492 | |
| 5 | BRBS |
Blue Ridge Bankshares, Inc.
This page
|
72,588 | $304,869 | |
| 6 | RF |
Regions Financial Corp
|
3,437 | $89,774 | |
| 7 | CHCO |
City Holding Co
|
415 | $49,600 | |
| 8 | LNKB |
LINKBANCORP, Inc.
|
4,938 | $41,182 |
All Filings in BRBS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $304,869 | 72,588 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $334,405 | 78,315 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $331,230 | 78,305 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $281,114 | 78,305 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $255,274 | 78,305 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $252,142 | 78,305 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $219,254 | 78,305 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $204,376 | 78,305 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $210,640 | 78,305 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $238,779 | 78,805 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $676,793 | 149,733 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,325,137 | 149,733 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,527,256 | 149,731 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,870,127 | 149,730 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $102,277 | 8,047 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $123,280 | 8,047 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $122,072 | 8,047 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $144,041 | 8,047 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $141,546 | 8,047 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $272,383 | 15,547 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $227,408 | 10,365 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||