STOCK TITAN

Wellington holds 6,652,150 Blue Ridge (BRBS) shares for clients

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Blue Ridge Bankshares, Inc. received a major shareholder update as several Wellington entities jointly reported a significant ownership position in its common stock. As of 12/31/2025, they beneficially owned 6,652,150 shares, representing 7.27% of the outstanding common stock.

The Wellington entities report no sole voting or dispositive power, with all voting and investment authority shared across related entities. The shares are owned of record by clients of Wellington investment advisers, who receive dividends and sale proceeds.

Wellington certifies the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control of Blue Ridge Bankshares.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What stake does Wellington hold in Blue Ridge Bankshares (BRBS)?

Wellington-related entities report beneficial ownership of 6,652,150 shares of Blue Ridge Bankshares common stock, equal to 7.27% of the class as of December 31, 2025. This makes Wellington a significant institutional shareholder in BRBS.

Which Wellington entities filed the Schedule 13G for Blue Ridge Bankshares (BRBS)?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons, reflecting a multi-entity Wellington ownership structure over the same Blue Ridge Bankshares share position.

Does Wellington control Blue Ridge Bankshares (BRBS) through this ownership?

No. Wellington certifies the shares were acquired and are held in the ordinary course of business and not for the purpose or effect of changing or influencing control of Blue Ridge Bankshares, nor in connection with any control-related transaction.

How are voting and investment powers over BRBS shares allocated within Wellington?

The Wellington entities report zero sole voting or dispositive power and only shared voting and shared dispositive power over the Blue Ridge Bankshares shares, indicating decisions are made collectively through Wellington’s affiliated investment advisers and related holding entities.

Who ultimately benefits from Wellington’s Blue Ridge Bankshares (BRBS) holdings?

The securities are owned of record by clients of Wellington investment advisers. These clients have the right to receive dividends and sale proceeds. No single client is reported to hold more than 5% of the Blue Ridge Bankshares common stock class.

Why did Wellington file a Schedule 13G on Blue Ridge Bankshares (BRBS)?

Wellington crossed the 5% beneficial ownership threshold in Blue Ridge Bankshares common stock, triggering a disclosure requirement. They used the Schedule 13G format, appropriate for institutional investors holding shares in the ordinary course without seeking control.
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