Envestnet Asset Management
BOTJ icon

Envestnet Asset Management’s Bank Of The James BOTJ Stock Holding History

Envestnet Asset Management’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 		$220K Buy
+8,640
New +$201K ﹤0.01% 4606

Other funds holding BOTJ

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management's BOTJ Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Bank Of The James (BOTJ) in Q2 2026: 8,640 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #4606 among its holdings.

14 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • Envestnet Asset Management held 8,640 shares of Bank Of The James worth $220K as of Q2 2026.
  • Bank Of The James was a new Envestnet Asset Management position in Q2 2026.
  • Bank Of The James made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4606 holding.
  • 14 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.