MontVue Capital Management’s Bank Of The James BOTJ Stock Holding History

MontVue Capital Management’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	$258K	Sell	12,527 -500	-4%	-$9.9K	0.18%	55
2025 Q4	$242K	Hold	13,027	–	–	0.16%	60
2025 Q3	$203K	Hold	13,027	–	–	0.14%	66
2025 Q2	$183K	Hold	13,027	–	–	0.13%	65
2025 Q1	$193K	Buy	13,027 +300	+2%	+$4.06K	0.15%	57
2024 Q4	$202K	Hold	12,727	–	–	0.15%	59
2024 Q3	$175K	Hold	12,727	–	–	0.13%	55
2024 Q2	$143K	Sell	12,727 -1,393	-10%	-$14.7K	0.11%	59
2024 Q1	$146K	Sell	14,120 -2,477	-15%	-$28.7K	0.13%	46
2023 Q4	$203K	Buy	+16,597	New	+$172K	0.19%	48

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

MontVue Capital Management's BOTJ Position: Q1 2026 in Review

MontVue Capital Management reduced its Bank Of The James (BOTJ) stake by 3.8% in Q1 2026, selling an estimated $9.9K and leaving 12,527 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #55.

MontVue Capital Management first reported a position in BOTJ in Q4 2023 and has held it in 10 quarters since. 27 funds tracked by Wall St. Rank hold BOTJ as of Q1 2026.

MontVue Capital Management held 12,527 shares of Bank Of The James worth $258K as of Q1 2026.
MontVue Capital Management sold 500 Bank Of The James shares in Q1 2026, an estimated $9.9K.
Bank Of The James made up 0.18% of MontVue Capital Management's portfolio in Q1 2026, its #55 holding.
MontVue Capital Management first reported a position in Bank Of The James in Q4 2023 and has held it in 10 quarters since.
27 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2026.

Based on MontVue Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.