Jones Financial Companies
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Jones Financial Companies’s Bank Of The James BOTJ Stock Holding History

Jones Financial Companies’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 		$7.35K Hold
300
– – ﹤0.01% 3917
2026
Q1 		$6.18K Hold
300
– – ﹤0.01% 3765
2025
Q4 		$5.57K Hold
300
– – ﹤0.01% 3455
2025
Q3 		$4.72K Hold
300
– – ﹤0.01% 3376
2025
Q2 		$4.13K Hold
300
– – ﹤0.01% 3199
2025
Q1 		$4.35K Hold
300
– – ﹤0.01% 3001
2024
Q4 		$4.59K Hold
300
– – ﹤0.01% 2780
2024
Q3 		$4.23K Buy
+300
New +$3.92K ﹤0.01% 2491

Other funds holding BOTJ

FL
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
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

Jones Financial Companies's BOTJ Position: Q2 2026 in Review

Jones Financial Companies held its Bank Of The James (BOTJ) position steady in Q2 2026 at 300 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #3917.

Jones Financial Companies first reported a position in BOTJ in Q3 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • Jones Financial Companies held 300 shares of Bank Of The James worth $7.35K as of Q2 2026.
  • Jones Financial Companies left its Bank Of The James share count unchanged in Q2 2026.
  • Bank Of The James made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3917 holding.
  • Jones Financial Companies first reported a position in Bank Of The James in Q3 2024 and has held it in 8 quarters since.
  • 45 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.