Jim Simons
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Jim Simons’s Bank Of The James BOTJ Stock Holding History

Jim Simons’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
-11,477
Closed -$170K – 3570
2025
Q1 		$170K Buy
+11,477
New +$155K ﹤0.01% 3111
2023
Q1 		– Sell
-10,376
Closed -$124K – 3988
2022
Q4 		$124K Buy
+10,376
New +$123K ﹤0.01% 3560
2022
Q3 		– Sell
-14,280
Closed -$186K – 4040
2022
Q2 		$186K Sell
14,280
-2,700
-16% -$36.7K ﹤0.01% 3675
2022
Q1 		$253K Sell
16,980
-600
-3% -$9.24K ﹤0.01% 3545
2021
Q4 		$272K Buy
17,580
+3,400
+24% +$52.8K ﹤0.01% 3385
2021
Q3 		$204K Buy
14,180
+1,100
+8% +$16.4K ﹤0.01% 3196
2021
Q2 		$209K Buy
13,080
+1,640
+14% +$24.8K ﹤0.01% 3233
2021
Q1 		$147K Buy
+11,440
New +$145K ﹤0.01% 3189

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $687M AUM 24.61% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Jim Simons's BOTJ Position: Q2 2025 in Review

Jim Simons sold out of Bank Of The James (BOTJ) in Q2 2025, closing a stake of 11,477 shares — an estimated $170K sold.

Jim Simons first reported a position in BOTJ in Q1 2021 and held it in 8 quarters. The position peaked at $272K in Q4 2021. 25 funds tracked by Wall St. Rank hold BOTJ as of Q2 2025.

  • Jim Simons reported no remaining Bank Of The James position as of Q2 2025 after selling out during the quarter.
  • Jim Simons sold 11,477 Bank Of The James shares in Q2 2025, an estimated $170K.
  • Jim Simons first reported a position in Bank Of The James in Q1 2021 and held it in 8 quarters.
  • Jim Simons's Bank Of The James position peaked at $272K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.