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
2025 Q2	–	Sell	-12,413	Closed	-$183K	–	831
2025 Q1	$183K	Buy	+12,413	New	+$168K	﹤0.01%	793

Other funds holding BOTJ

PWW

Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Fiduciary Trust's BOTJ Position: Q2 2025 in Review

Fiduciary Trust sold out of Bank Of The James (BOTJ) in Q2 2025, closing a stake of 12,413 shares — an estimated $183K sold.

Fiduciary Trust first reported a position in BOTJ in Q1 2025 and held it in 1 quarter. The position peaked at $183K in Q1 2025. 25 funds tracked by Wall St. Rank hold BOTJ as of Q2 2025.

Fiduciary Trust reported no remaining Bank Of The James position as of Q2 2025 after selling out during the quarter.
Fiduciary Trust sold 12,413 Bank Of The James shares in Q2 2025, an estimated $183K.
Fiduciary Trust first reported a position in Bank Of The James in Q1 2025 and held it in 1 quarter.
Fiduciary Trust's Bank Of The James position peaked at $183K in Q1 2025.
25 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2025.

Based on Fiduciary Trust's 13F filing for Q2 2025, filed 14 Aug 2025.