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Fiduciary Trust’s Bank Of The James BOTJ Stock Holding History

Fiduciary Trust’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 		$256K Buy
+10,048
New +$233K ﹤0.01% 797
2025
Q2 		– Sell
-12,413
Closed -$183K – 831
2025
Q1 		$183K Buy
+12,413
New +$168K ﹤0.01% 793

Other funds holding BOTJ

FL
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fiduciary Trust's BOTJ Position: Q2 2026 in Review

Fiduciary Trust opened a new position in Bank Of The James (BOTJ) in Q2 2026: 10,048 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Fiduciary Trust previously reported a position in BOTJ as recently as Q1 2025.

Fiduciary Trust first reported a position in BOTJ in Q1 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • Fiduciary Trust held 10,048 shares of Bank Of The James worth $256K as of Q2 2026.
  • Bank Of The James was a new Fiduciary Trust position in Q2 2026.
  • Bank Of The James made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #797 holding.
  • Fiduciary Trust first reported a position in Bank Of The James in Q1 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.