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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
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 $590M AUM 29.58% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Atlantic Union Bankshares's BOTJ Position: Q1 2026 in Review

Atlantic Union Bankshares held its Bank Of The James (BOTJ) position steady in Q1 2026 at 6,000 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Atlantic Union Bankshares first reported a position in BOTJ in Q3 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold BOTJ as of Q1 2026.

  • Atlantic Union Bankshares held 6,000 shares of Bank Of The James worth $124K as of Q1 2026.
  • Atlantic Union Bankshares left its Bank Of The James share count unchanged in Q1 2026.
  • Bank Of The James made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #692 holding.
  • Atlantic Union Bankshares first reported a position in Bank Of The James in Q3 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.