Daytona Street Capital’s Bank Of The James BOTJ Stock Holding History

Daytona Street Capital’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	$2.01M	Sell	79,078 -78,045	-50%	-$1.81M	1.46%	19
2026 Q1	$3.22M	Sell	157,123 -743	-0.5%	-$14.7K	2.48%	7
2025 Q4	$2.93M	Buy	+157,866	New	+$2.7M	2.28%	11

Other funds holding BOTJ

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

MCM

MontVue Capital Management Lynchburg, Virginia $174M AUM 24.95% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Daytona Street Capital's BOTJ Position: Q2 2026 in Review

Daytona Street Capital reduced its Bank Of The James (BOTJ) stake by 50% in Q2 2026, selling an estimated $1.81M and leaving 79,078 shares worth $2.01M. The position accounts for 1.46% of the portfolio, ranked #19.

Daytona Street Capital first reported a position in BOTJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.22M in Q1 2026. 11 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

Daytona Street Capital held 79,078 shares of Bank Of The James worth $2.01M as of Q2 2026.
Daytona Street Capital sold 78,045 Bank Of The James shares in Q2 2026, an estimated $1.81M.
Bank Of The James made up 1.46% of Daytona Street Capital's portfolio in Q2 2026, its #19 holding.
Daytona Street Capital first reported a position in Bank Of The James in Q4 2025 and has held it in 3 quarters since.
Daytona Street Capital's Bank Of The James position peaked at $3.22M in Q1 2026.
11 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.