BRBS at a glance
BLUE RIDGE BANKSHARES, INC. (BRBS, SEC CIK 842717) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as July 7, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), BLUE RIDGE BANKSHARES, INC. (BRBS) reported revenue of $137.8 million (down 14.1% from FY2024) and net income of $10.7 million. Diluted EPS was $0.11.
- As of June 30, 2026, 21 institutional investment managers tracked by SignalX reported holding BLUE RIDGE BANKSHARES, INC. (BRBS) shares worth $45.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $137.8M
- −14.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 21 funds
- $45.2M · −1 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net interest income $16.5M, down $3.3M YoY; net interest margin 2.91% vs 3.15%
- Net loss $1.3M vs $1.3M net income YoY; provision for credit losses $3.5M vs $0.7M recovery
- Loans held for investment increased $19.6M quarterly; loans held for sale exited fintech lending activities
- Assets $2.33B, down $105.3M; deposits $1.86B, down $48.8M
- $53.2M special dividend paid; management cited out-of-market credit exposure and fintech exit as headwinds
Risk Factors
- No material changes to 2025 Form 10-K risk factors
- Repurchase-program liquidity risk, with authorization up to $15 million
- Capital-allocation flexibility risk from discretionary share repurchases
AI summary of the BRBS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- HomeTrust to acquire Blue Ridge through a two-step merger, with bank subsidiaries merging immediately afterward
- Blue Ridge holders receive 0.086 HomeTrust shares per share, making consideration primarily stock-based
Item EX-99.1: Item EX-99.1
- HomeTrust to acquire Blue Ridge in an all-stock transaction valued at approximately $448.1 million, or $4.28 per share
- Blue Ridge holders receive 0.086 HomeTrust shares per share, with ownership split approximately 35% Blue Ridge and 65% HomeTrust
Item 2.02: Results of Operations and Financial Condition
- Revised Exhibit 99.1 press release dated August 10, 2026 covers fiscal-year 2026 results
- Investors should review Exhibit 99.1 for financial results, management commentary, and any revised disclosures
Item EX-99.1: Item EX-99.1
- Revised Q2 2026 results turned to a $1.3M net loss, driven by a $3.2M after-tax credit-loss provision
- $11.4M out-of-market borrower entered nonaccrual, with a $2.9M specific reserve and nonperforming loans rising to 1.34% of assets
Item 2.02: Results of Operations and Financial Condition
- Fiscal year 2026 results covered in July 28, 2026 press release
- Key financial results and management commentary contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net loss $0.2M, reversing $0.8M profit in Q1 and $1.3M profit year ago, driven by $2.1M credit-loss provision
- Nonperforming loans rose to $31.2M, or 1.34% of assets, from $21.0M and 0.87% sequentially
AI summaries of BRBS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BRBS
Don't miss the next BRBS filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Reynolds Randolph N Jr | A | Jul 1, 2026 | 6,602 | $3.59 |
| Spilman Vance H | A | Jul 1, 2026 | 14,206 | $3.59 |
| Cozart Heather | A | Jul 1, 2026 | 10,306 | $3.59 |
| Bost Hunter H. | A | Jul 1, 2026 | 9,694 | $3.59 |
| Jones Otis | A | Jul 1, 2026 | 3,816 | $3.59 |
| Patterson Julien G | A | Jul 1, 2026 | 10,460 | $3.59 |
| Gavant Judy Carol | D | Jul 1, 2026 | 7,474 | - |
| Brown M Dean | A | Mar 20, 2026 | 200,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $169.0M | $160.3M | $137.8M |
| Net Income | - | -$15.4M | $10.7M |
| Net Margin | - | -9.6% | 7.8% |
| Balance Sheet | |||
| Total Assets | $3.1B | $2.7B | $2.4B |
| Equity | $186.0M | $327.8M | $323.7M |
| ROE | - | -4.7% | 3.3% |
| Per Share | |||
| EPS | $-2.73 | $-0.31 | $0.11 |
| Cash Flow | |||
| Operating CF | $44.1M | -$6.3M | $13.6M |
| CapEx | $961K | $588K | $1.7M |
Source: XBRL data in BLUE RIDGE BANKSHARES, INC. (BRBS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BRBS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 21 | $45.2M |
| Q1 2026 | 22 | $49.4M |
| Q4 2025 | 21 | $50.3M |
| Q3 2025 | 21 | $46.7M |
| Q2 2025 | 19 | $33.3M |
| Q1 2025 | 15 | $16.9M |
| Q4 2024 | 11 | $13.3M |
| Q3 2024 | 6 | $1.5M |
- BlackRock+465.1K (+12%)
- Citadel Advisors LLC+270.8K (+621%)
- Two Sigma Investments+224.3K (+33%)
- Dimensional Fund Advisors+207.8K (+22%)
- Morgan Stanley+132.5K (+52%)
- Vanguard Capital Management LLC−200.8K (-8%)
- Raymond James Financial−78.3K (-68%)
- Renaissance Technologies LLC−73.8K (-14%)
- Goldman Sachs Group−30.6K (-15%)
- Bank of America Corp−18.1K (-11%)
- Millennium Management−36.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 136 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BRBS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | May 28, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 23, 2026 | - | Analysis | - |
| 8-K | Apr 20, 2026 | - | Analysis | - |
| 4 | Apr 3, 2026 | - | - | - |
| 8-K | Mar 30, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 8-K | Mar 24, 2026 | - | - | - |
| 4 | Mar 24, 2026 | - | - | - |
| 10-K | Mar 12, 2026 | Dec 31, 2025 | - |
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BRBS SEC filings: frequently asked questions
Which institutions hold BRBS stock?
As of June 30, 2026, the largest BLUE RIDGE BANKSHARES, INC. (BRBS) holders among the 13F filers tracked by SignalX were BlackRock ($15.0 million), Vanguard Capital Management LLC ($8.6 million), Dimensional Fund Advisors ($4.0 million), State Street Corp ($3.8 million), Two Sigma Investments ($3.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BRBS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), BLUE RIDGE BANKSHARES, INC. (BRBS) reported revenue of $137.8 million (down 14.1% from FY2024) and net income of $10.7 million. Diluted EPS was $0.11. The figures come from the XBRL data in the 10-K.
What did BRBS report in its latest 8-K?
BLUE RIDGE BANKSHARES, INC. (BRBS) filed an 8-K on August 17, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). HomeTrust to acquire Blue Ridge through a two-step merger, with bank subsidiaries merging immediately afterward.
What are the latest BRBS SEC filings?
BLUE RIDGE BANKSHARES, INC. (BRBS) filed its latest 10-K annual report on March 12, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on July 7, 2026.
What is BRBS's SEC CIK number?
BLUE RIDGE BANKSHARES, INC. (BRBS)'s SEC Central Index Key (CIK) is 842717. EDGAR lists every BRBS filing under that number.
Ask anything about BRBS
The research agent reads BRBS's filings, financials, insider trades and 13F holders, then answers with sources.