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Blue Ridge Bank shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Blue Ridge Bank (BRBS) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Blue Ridge Bank

Tip: Access up to 7 years of quarterly data

All positions including Blue Ridge Bank held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blue Ridge Bank by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8k 931 3.03
2023-12-31 $2.8k 931 3.03
2023-09-30 $4.2k 931 4.52
2023-06-30 $8.2k 931 8.85
2023-03-31 $9.5k 931 10.20
2022-12-31 $12k 931 12.49
2022-09-30 $12k 931 12.89
2022-06-30 $14k 931 15.04
2022-03-31 $14k 931 15.04
2021-12-31 $17k 931 18.26

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View all positions for EverSource Wealth Advisors

Top funds holding Blue Ridge Bank

Fourthstone
BlackRock
Banc Funds Company
Vanguard Group
Geode Capital Management
Jeffrey L. Gendell
Alliancebernstein
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Heritage Wealth Advisors
Alpine Partners VI
Private Client Services
Goldman Sachs Group
Nuveen Asset Management

View all funds holding Blue Ridge Bank