Fidelity Investments’s Bank Of The James BOTJ Stock Holding History

Fidelity Investments’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	$128	Hold	5	–	–	﹤0.01%	5391
2026 Q1	$103	Hold	5	–	–	﹤0.01%	5259
2025 Q4	$93	Hold	5	–	–	﹤0.01%	5251
2025 Q3	$78	Hold	5	–	–	﹤0.01%	5217
2025 Q2	$70	Buy	+5	New	+$70	﹤0.01%	5157
2023 Q2	–	Sell	-20	Closed	-$210	–	5383
2023 Q1	$210	Hold	20	–	–	﹤0.01%	4848
2022 Q4	$246	Hold	20	–	–	﹤0.01%	4802
2022 Q3	$0	Hold	20	–	–	﹤0.01%	4867
2022 Q2	$0	Buy	+20	New	+$272	﹤0.01%	4933

Other funds holding BOTJ

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 Malvern, Pennsylvania $4.68T AUM

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments's BOTJ Position: Q2 2026 in Review

Fidelity Investments held its Bank Of The James (BOTJ) position steady in Q2 2026 at 5 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #5391.

Fidelity Investments first reported a position in BOTJ in Q2 2022 and has held it in 9 quarters since. The position peaked at $246 in Q4 2022. 45 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

Fidelity Investments held 5 shares of Bank Of The James worth $128 as of Q2 2026.
Fidelity Investments left its Bank Of The James share count unchanged in Q2 2026.
Bank Of The James made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5391 holding.
Fidelity Investments first reported a position in Bank Of The James in Q2 2022 and has held it in 9 quarters since.
Fidelity Investments's Bank Of The James position peaked at $246 in Q4 2022.
45 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.