LPL Financial
BOTJ icon

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
Q2 		$486K Buy
19,054
+4,734
+33% +$110K ﹤0.01% 5053
2026
Q1 		$295K Hold
14,320
– – ﹤0.01% 5195
2025
Q4 		$266K Buy
+14,320
New +$245K ﹤0.01% 5241

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

LPL Financial's BOTJ Position: Q2 2026 in Review

LPL Financial increased its Bank Of The James (BOTJ) stake by 33% in Q2 2026, buying an estimated $110K and bringing the position to 19,054 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #5053.

LPL Financial first reported a position in BOTJ in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • LPL Financial held 19,054 shares of Bank Of The James worth $486K as of Q2 2026.
  • LPL Financial bought 4,734 Bank Of The James shares in Q2 2026, an estimated $110K.
  • Bank Of The James made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5053 holding.
  • LPL Financial first reported a position in Bank Of The James in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.