Krilogy Financial’s Bank Of The James BOTJ Stock Holding History

Krilogy Financial’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 Q3	$329K	Sell	12,100 -6,800	-36%	-$183K	0.01%	815
2026 Q2	$482K	Sell	18,900 -10,000	-35%	-$232K	0.01%	648
2026 Q1	$653K	Sell	28,900 -2,000	-6%	-$39.6K	0.02%	494
2025 Q4	$567K	Sell	30,900 -2,633	-8%	-$45K	0.02%	524
2025 Q3	$568K	Buy	+33,533	New	+$491K	0.02%	486
2023 Q2	–	Sell	-35,000	Closed	-$368K	–	220
2023 Q1	$368K	Sell	35,000 -48,040	-58%	-$595K	0.03%	310
2022 Q4	$1.02M	Buy	+83,040	New	+$984K	0.1%	161
2017 Q4	–	Sell	-8,360	Closed	-$110K	–	768
2017 Q3	$110K	Hold	8,360	–	–	0.03%	223
2017 Q2	$114K	Hold	8,360	–	–	0.03%	198
2017 Q1	$115K	Hold	8,360	–	–	0.04%	185
2016 Q4	$115K	Sell	8,360 -660	-7%	-$8.2K	0.04%	185
2016 Q3	$100K	Hold	9,020	–	–	0.03%	207
2016 Q2	$100K	Hold	9,020	–	–	0.03%	198
2016 Q1	$96K	Buy	+9,020	New	+$99.4K	0.04%	181

Other funds holding BOTJ

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial's BOTJ Position: Q3 2026 in Review

Krilogy Financial reduced its Bank Of The James (BOTJ) stake by 36% in Q3 2026, selling an estimated $183K and leaving 12,100 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #815.

Krilogy Financial first reported a position in BOTJ in Q1 2016 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2022. 5 funds tracked by Wall St. Rank hold BOTJ as of Q3 2026.

Krilogy Financial held 12,100 shares of Bank Of The James worth $329K as of Q3 2026.
Krilogy Financial sold 6,800 Bank Of The James shares in Q3 2026, an estimated $183K.
Bank Of The James made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #815 holding.
Krilogy Financial first reported a position in Bank Of The James in Q1 2016 and has held it in 14 quarters since.
Krilogy Financial's Bank Of The James position peaked at $1.02M in Q4 2022.
5 funds tracked by Wall St. Rank held Bank Of The James as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.