Raymond James Financial
BOTJ icon

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

Raymond James 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
2025
Q3 		– Sell
-1,948
Closed -$27.4K – 5194
2025
Q2 		$27.4K Buy
+1,948
New +$27.4K ﹤0.01% 5457

Other funds holding BOTJ

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $687M AUM 24.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Raymond James Financial's BOTJ Position: Q3 2025 in Review

Raymond James Financial sold out of Bank Of The James (BOTJ) in Q3 2025, closing a stake of 1,948 shares — an estimated $27.4K sold.

Raymond James Financial first reported a position in BOTJ in Q2 2025 and held it in 1 quarter. The position peaked at $27.4K in Q2 2025. 24 funds tracked by Wall St. Rank hold BOTJ as of Q3 2025.

  • Raymond James Financial reported no remaining Bank Of The James position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,948 Bank Of The James shares in Q3 2025, an estimated $27.4K.
  • Raymond James Financial first reported a position in Bank Of The James in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Bank Of The James position peaked at $27.4K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Bank Of The James as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.