State Street
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State Street’s Bank Of The James BOTJ Stock Holding History

State Street’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 		$222K Buy
+8,700
New +$202K ﹤0.01% 3796

Other funds holding BOTJ

DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
MCM
MontVue Capital Management Lynchburg, Virginia $174M AUM 24.95% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

State Street's BOTJ Position: Q2 2026 in Review

State Street opened a new position in Bank Of The James (BOTJ) in Q2 2026: 8,700 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #3796 among its holdings.

14 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • State Street held 8,700 shares of Bank Of The James worth $222K as of Q2 2026.
  • Bank Of The James was a new State Street position in Q2 2026.
  • Bank Of The James made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3796 holding.
  • 14 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.