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Fourthstone LLC’s Bank Of The James BOTJ Stock Holding History

Fourthstone LLC’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
Q1 		$7.94M Buy
385,498
+63,590
+20% +$1.26M 1.35% 28
2025
Q4 		$5.98M Buy
321,908
+30,126
+10% +$515K 1.12% 32
2025
Q3 		$4.55M Buy
291,782
+66,164
+29% +$968K 0.82% 39
2025
Q2 		$3.17M Buy
225,618
+48,244
+27% +$679K 0.62% 42
2025
Q1 		$2.62M Buy
177,374
+16,328
+10% +$221K 0.65% 25
2024
Q4 		$2.56M Buy
161,046
+67,927
+73% +$969K 0.5% 33
2024
Q3 		$1.28M Buy
93,119
+20,191
+28% +$264K 0.29% 37
2024
Q2 		$821K Sell
72,928
-1,238
-2% -$13K 0.26% 30
2024
Q1 		$768K Sell
74,166
-32,988
-31% -$383K 0.25% 26
2023
Q4 		$1.31M Buy
107,154
+16,142
+18% +$168K 0.27% 53
2023
Q3 		$956K Buy
91,012
+72,577
+394% +$765K 0.22% 77
2023
Q2 		$168K Buy
+18,435
New +$174K 0.04% 65

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return