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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
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

FL
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

SBI Securities's BOTJ Position: Q1 2026 in Review

SBI Securities held its Bank Of The James (BOTJ) position steady in Q1 2026 at 2 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

SBI Securities first reported a position in BOTJ in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold BOTJ as of Q1 2026.

  • SBI Securities held 2 shares of Bank Of The James worth $41 as of Q1 2026.
  • SBI Securities left its Bank Of The James share count unchanged in Q1 2026.
  • Bank Of The James made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3615 holding.
  • SBI Securities first reported a position in Bank Of The James in Q4 2024 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.