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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
Q2 		$8.6M Sell
334,491
-51,007
-13% -$1.18M 6.12% 7
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 $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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Fourthstone LLC's BOTJ Position: Q2 2026 in Review

Fourthstone LLC reduced its Bank Of The James (BOTJ) stake by 13% in Q2 2026, selling an estimated $1.18M and leaving 334,491 shares worth $8.6M. The position accounts for 6.12% of the portfolio, ranked #7.

Fourthstone LLC first reported a position in BOTJ in Q2 2023 and has held it in 13 quarters since. 45 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • Fourthstone LLC held 334,491 shares of Bank Of The James worth $8.6M as of Q2 2026.
  • Fourthstone LLC sold 51,007 Bank Of The James shares in Q2 2026, an estimated $1.18M.
  • Bank Of The James made up 6.12% of Fourthstone LLC's portfolio in Q2 2026, its #7 holding.
  • Fourthstone LLC first reported a position in Bank Of The James in Q2 2023 and has held it in 13 quarters since.
  • 45 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.