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Farther Finance Advisors’s Bank Of The James BOTJ Stock Holding History

Farther Finance Advisors’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 		$12.1K Hold
476
– – ﹤0.01% 4301
2026
Q1 		$9.82K Hold
476
– – ﹤0.01% 4125
2025
Q4 		$8.84K Buy
+476
New +$8.13K ﹤0.01% 3998

Other funds holding BOTJ

DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Farther Finance Advisors's BOTJ Position: Q2 2026 in Review

Farther Finance Advisors held its Bank Of The James (BOTJ) position steady in Q2 2026 at 476 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4301.

Farther Finance Advisors first reported a position in BOTJ in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • Farther Finance Advisors held 476 shares of Bank Of The James worth $12.1K as of Q2 2026.
  • Farther Finance Advisors left its Bank Of The James share count unchanged in Q2 2026.
  • Bank Of The James made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4301 holding.
  • Farther Finance Advisors first reported a position in Bank Of The James in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.