Pettyjohn Wood & White’s Bank Of The James BOTJ Stock Holding History

Pettyjohn Wood & White’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	$5.59M	Sell	218,859 -5,400	-2%	-$125K	0.81%	33
2026 Q1	$4.62M	Sell	224,259 -27,123	-11%	-$537K	0.74%	40
2025 Q4	$4.67M	Sell	251,382 -4,593	-2%	-$78.4K	0.73%	41
2025 Q3	$3.99M	Sell	255,975 -1,086	-0.4%	-$15.9K	0.66%	40
2025 Q2	$3.62M	Buy	257,061 +15	+0%	+$211	0.65%	42
2025 Q1	$3.8M	Sell	257,046 -4,886	-2%	-$66.1K	0.73%	39
2024 Q4	$4.01M	Buy	261,932 +6,363	+2%	+$90.8K	0.74%	37
2024 Q3	$3.51M	Buy	255,569 +6,171	+2%	+$80.6K	0.65%	42
2024 Q2	$2.81M	Sell	249,398 -4,565	-2%	-$48K	0.55%	47
2024 Q1	$2.63M	Buy	253,963 +57,856	+30%	+$671K	0.52%	48
2023 Q4	$2.36M	Sell	196,107 -2,237	-1%	-$23.2K	0.51%	48
2023 Q3	$2.03M	Buy	198,344 +5,057	+3%	+$53.3K	0.48%	51
2023 Q2	$1.79M	Buy	193,287 +5,138	+3%	+$48.5K	0.41%	54
2023 Q1	$1.98M	Buy	188,149 +3,026	+2%	+$37.5K	0.48%	51
2022 Q4	$2.28M	Buy	185,123 +6,526	+4%	+$77.3K	0.57%	51
2022 Q3	$2.26M	Hold	178,597	–	–	0.6%	48
2022 Q2	$2.32M	Sell	178,597 -550	-0.3%	-$7.47K	0.55%	52
2022 Q1	$2.62M	Buy	179,147 +3,000	+2%	+$46.2K	0.56%	51
2021 Q4	$2.72M	Hold	176,147	–	–	0.56%	50
2021 Q3	$2.57M	Buy	176,147 +292	+0.2%	+$4.36K	0.57%	52
2021 Q2	$2.81M	Hold	175,855	–	–	0.63%	49
2021 Q1	$2.27M	Sell	175,855 -2,645	-1%	-$33.5K	0.54%	53
2020 Q4	$2.02M	Sell	178,500 -1,528	-0.8%	-$15.6K	0.52%	55
2020 Q3	$1.6M	Sell	180,028 -2,096	-1%	-$19.3K	0.47%	57
2020 Q2	$1.56M	Sell	182,124 -292	-0.2%	-$2.62K	0.5%	55
2020 Q1	$1.41M	Hold	182,416	–	–	0.53%	53
2019 Q4	$2.53M	Sell	182,416 -110	-0.1%	-$1.47K	0.73%	44
2019 Q3	$2.37M	Sell	182,526 -418	-0.2%	-$5.53K	0.72%	44
2019 Q2	$2.46M	Hold	182,944	–	–	0.76%	44
2019 Q1	$2.28M	Sell	182,944 -2,967	-2%	-$38.2K	0.74%	45
2018 Q4	$2.2M	Hold	185,911	–	–	0.81%	43
2018 Q3	$2.67M	Sell	185,911 -276	-0.1%	-$3.97K	0.87%	40
2018 Q2	$2.8M	Buy	186,187 +440	+0.2%	+$6.15K	0.98%	37
2018 Q1	$2.58M	Buy	185,747 +4,510	+2%	+$62.1K	0.93%	38
2017 Q4	$2.51M	Buy	181,237 +9	+0%	+$121	0.9%	40
2017 Q3	$2.39M	Sell	181,228 -24,607	-12%	-$334K	0.89%	41
2017 Q2	$2.8M	Buy	205,835 +37,667	+22%	+$512K	1.04%	38
2017 Q1	$2.24M	Sell	168,168 -3,170	-2%	-$44.5K	0.83%	44
2016 Q4	$2.36M	Buy	171,338 +27	+0%	+$336	0.92%	40
2016 Q3	$1.89M	Sell	171,311 -1,360	-0.8%	-$15.6K	0.9%	39
2016 Q2	$1.92M	Sell	172,671 -953	-0.5%	-$10.3K	0.76%	44
2016 Q1	$1.85M	Buy	173,624 +585	+0.3%	+$6.45K	0.75%	47
2015 Q4	$2.03M	Hold	173,039	–	–	0.86%	43
2015 Q3	$1.76M	Hold	173,039	–	–	0.81%	45
2015 Q2	$1.79M	Buy	173,039 +770	+0.4%	+$7.7K	0.75%	46
2015 Q1	$1.69M	Hold	172,269	–	–	0.7%	51
2014 Q4	$1.61M	Buy	172,269 +7,927	+5%	+$71.1K	0.67%	53
2014 Q3	$1.34M	Sell	164,342 -1,843	-1%	-$15.1K	0.58%	57
2014 Q2	$1.34M	Buy	166,185 +639	+0.4%	+$5.17K	0.59%	57
2014 Q1	$1.39M	Buy	+165,546	New	+$1.36M	0.64%	52

Other funds holding BOTJ

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DSC

Daytona Street Capital Saint Louis, Missouri $137M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Pettyjohn Wood & White's BOTJ Position: Q2 2026 in Review

Pettyjohn Wood & White reduced its Bank Of The James (BOTJ) stake by 2.4% in Q2 2026, selling an estimated $125K and leaving 218,859 shares worth $5.59M. The position accounts for 0.81% of the portfolio, ranked #33.

Pettyjohn Wood & White first reported a position in BOTJ in Q1 2014 and has held it in 50 quarters since. 34 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

Pettyjohn Wood & White held 218,859 shares of Bank Of The James worth $5.59M as of Q2 2026.
Pettyjohn Wood & White sold 5,400 Bank Of The James shares in Q2 2026, an estimated $125K.
Bank Of The James made up 0.81% of Pettyjohn Wood & White's portfolio in Q2 2026, its #33 holding.
Pettyjohn Wood & White first reported a position in Bank Of The James in Q1 2014 and has held it in 50 quarters since.
34 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.