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Atlantic Union Bankshares’s Bank Of The James BOTJ Stock Holding History

Atlantic Union Bankshares’s Portfolio BOTJ Stock Details BOTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$153K Hold
6,000
– – ﹤0.01% 681
2026
Q1 		$124K Hold
6,000
– – ﹤0.01% 692
2025
Q4 		$111K Hold
6,000
– – ﹤0.01% 725
2025
Q3 		$93.6K Buy
+6,000
New +$87.8K ﹤0.01% 772

Other funds holding BOTJ

FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $687M AUM 24.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atlantic Union Bankshares's BOTJ Position: Q2 2026 in Review

Atlantic Union Bankshares held its Bank Of The James (BOTJ) position steady in Q2 2026 at 6,000 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Atlantic Union Bankshares first reported a position in BOTJ in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • Atlantic Union Bankshares held 6,000 shares of Bank Of The James worth $153K as of Q2 2026.
  • Atlantic Union Bankshares left its Bank Of The James share count unchanged in Q2 2026.
  • Bank Of The James made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #681 holding.
  • Atlantic Union Bankshares first reported a position in Bank Of The James in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.