SBI Securities
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SBI Securities’s Bank Of The James BOTJ Stock Holding History

SBI Securities’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
Q3 		$54 Hold
2
– – ﹤0.01% 3716
2026
Q2 		$51 Hold
2
– – ﹤0.01% 3664
2026
Q1 		$41 Hold
2
– – ﹤0.01% 3615
2025
Q4 		$37 Hold
2
– – ﹤0.01% 3636
2025
Q3 		$31 Hold
2
– – ﹤0.01% 3820
2025
Q2 		$28 Hold
2
– – ﹤0.01% 3849
2025
Q1 		$30 Buy
2
+1
+100% +$14 ﹤0.01% 3766
2024
Q4 		$16 Buy
+1
New +$14 ﹤0.01% 3867

Other funds holding BOTJ

Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
MontVue Capital Management
MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
RFG - Bristol Wealth Advisors
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities's BOTJ Position: Q3 2026 in Review

SBI Securities held its Bank Of The James (BOTJ) position steady in Q3 2026 at 2 shares worth $54. The position accounts for ﹤0.01% of the portfolio, ranked #3716.

SBI Securities first reported a position in BOTJ in Q4 2024 and has held it in 8 quarters since. 6 funds tracked by Wall St. Rank hold BOTJ as of Q3 2026.

  • SBI Securities held 2 shares of Bank Of The James worth $54 as of Q3 2026.
  • SBI Securities left its Bank Of The James share count unchanged in Q3 2026.
  • Bank Of The James made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3716 holding.
  • SBI Securities first reported a position in Bank Of The James in Q4 2024 and has held it in 8 quarters since.
  • 6 funds tracked by Wall St. Rank held Bank Of The James as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.