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

LPL 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 Q1	$295K	Hold	14,320	–	–	﹤0.01%	5195
2025 Q4	$266K	Buy	+14,320	New	+$245K	﹤0.01%	5241

Other funds holding BOTJ

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

PWW

Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DSC

Daytona Street Capital Saint Louis, Missouri $130M AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

LPL Financial's BOTJ Position: Q1 2026 in Review

LPL Financial held its Bank Of The James (BOTJ) position steady in Q1 2026 at 14,320 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #5195.

LPL Financial first reported a position in BOTJ in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold BOTJ as of Q1 2026.

LPL Financial held 14,320 shares of Bank Of The James worth $295K as of Q1 2026.
LPL Financial left its Bank Of The James share count unchanged in Q1 2026.
Bank Of The James made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5195 holding.
LPL Financial first reported a position in Bank Of The James in Q4 2025 and has held it in 2 quarters since.
27 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.