Integrated Wealth Concepts’s Bank Of The James BOTJ Stock Holding History

Integrated Wealth Concepts’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	$8.24K	Buy	+323	New	+$7.5K	﹤0.01%	4678

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

Integrated Wealth Concepts's BOTJ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bank Of The James (BOTJ) in Q2 2026: 323 shares worth $8.24K. The stake represents ﹤0.01% of the portfolio and ranks #4678 among its holdings.

45 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

Integrated Wealth Concepts held 323 shares of Bank Of The James worth $8.24K as of Q2 2026.
Bank Of The James was a new Integrated Wealth Concepts position in Q2 2026.
Bank Of The James made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4678 holding.
45 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.