UBS Group’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.24K | Sell |
60
-25
| -29% | -$495 | ﹤0.01% | 9577 |
|
|
2025
Q4 | $1.58K | Buy |
+85
| New | +$1.45K | ﹤0.01% | 9535 |
|
|
2025
Q2 | – | Sell |
-3,037
| Closed | -$44.9K | – | 10275 |
|
|
2025
Q1 | $44.9K | Buy |
+3,037
| New | +$41.1K | ﹤0.01% | 7671 |
|
|
2024
Q4 | – | Sell |
-582
| Closed | -$8K | – | 9947 |
|
|
2024
Q3 | $8K | Buy |
+582
| New | +$7.61K | ﹤0.01% | 7858 |
|
|
2024
Q2 | – | Sell |
-613
| Closed | -$6.35K | – | 9543 |
|
|
2024
Q1 | $6.35K | Buy |
+613
| New | +$7.11K | ﹤0.01% | 7465 |
|
|
2023
Q3 | – | Sell |
-110
| Closed | -$1K | – | 9485 |
|
|
2023
Q2 | $1K | Sell |
110
-207
| -65% | -$1.95K | ﹤0.01% | 8042 |
|
|
2023
Q1 | $3.33K | Buy |
317
+288
| +993% | +$3.57K | ﹤0.01% | 8338 |
|
|
2022
Q4 | $345 | Buy |
+29
| New | +$344 | ﹤0.01% | 10232 |
|
|
2022
Q2 | – | Sell |
-461
| Closed | -$7K | – | 10335 |
|
|
2022
Q1 | $7K | Buy |
461
+106
| +30% | +$1.63K | ﹤0.01% | 8806 |
|
|
2021
Q4 | $5K | Buy |
+355
| New | +$5.51K | ﹤0.01% | 9376 |
|
|
2021
Q3 | – | Sell |
-183
| Closed | -$3K | – | 9550 |
|
|
2021
Q2 | $3K | Buy |
183
+70
| +62% | +$1.06K | ﹤0.01% | 8781 |
|
|
2021
Q1 | $1K | Buy |
+113
| New | +$1.43K | ﹤0.01% | 8750 |
|
|
2020
Q2 | – | Sell |
-455
| Closed | -$4K | – | 7950 |
|
|
2020
Q1 | $4K | Sell |
455
-1,630
| -78% | -$20.2K | ﹤0.01% | 7372 |
|
|
2019
Q4 | $29K | Buy |
2,085
+1,100
| +112% | +$14.7K | ﹤0.01% | 6653 |
|
|
2019
Q3 | $13K | Buy |
+985
| New | +$13K | ﹤0.01% | 6989 |
|
|
2018
Q4 | – | Sell |
-1,207
| Closed | -$17K | – | 8028 |
|
|
2018
Q3 | $17K | Sell |
1,207
-20
| -2% | -$288 | ﹤0.01% | 6885 |
|
|
2018
Q2 | $18K | Sell |
1,227
-343
| -22% | -$4.8K | ﹤0.01% | 6764 |
|
|
2018
Q1 | $22K | Sell |
1,570
-172
| -10% | -$2.37K | ﹤0.01% | 6343 |
|
|
2017
Q4 | $24K | Buy |
1,742
+1,399
| +408% | +$18.8K | ﹤0.01% | 6402 |
|
|
2017
Q3 | $5K | Sell |
343
-727
| -68% | -$9.87K | ﹤0.01% | 7203 |
|
|
2017
Q2 | $15K | Sell |
1,070
-168
| -14% | -$2.28K | ﹤0.01% | 6489 |
|
|
2017
Q1 | $16K | Buy |
1,238
+1,017
| +460% | +$14.3K | ﹤0.01% | 6303 |
|
|
2016
Q4 | $3K | Sell |
221
-4,451
| -95% | -$55.3K | ﹤0.01% | 7397 |
|
|
2016
Q3 | $52K | Buy |
4,672
+2,880
| +161% | +$33.1K | ﹤0.01% | 5481 |
|
|
2016
Q2 | $20K | Buy |
1,792
+1,511
| +538% | +$16.3K | ﹤0.01% | 6303 |
|
|
2016
Q1 | $3K | Buy |
+281
| New | +$3.1K | ﹤0.01% | 7178 |
|
Other funds holding BOTJ
FL
PWW
VCM
DSC
BCM
KF
VFT
UBS Group's BOTJ Position: Q1 2026 in Review
UBS Group reduced its Bank Of The James (BOTJ) stake by 29% in Q1 2026, selling an estimated $495 and leaving 60 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #9577.
UBS Group first reported a position in BOTJ in Q1 2016 and has held it in 26 quarters since. The position peaked at $52K in Q3 2016. 27 funds tracked by Wall St. Rank hold BOTJ as of Q1 2026.
- UBS Group held 60 shares of Bank Of The James worth $1.24K as of Q1 2026.
- UBS Group sold 25 Bank Of The James shares in Q1 2026, an estimated $495.
- Bank Of The James made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9577 holding.
- UBS Group first reported a position in Bank Of The James in Q1 2016 and has held it in 26 quarters since.
- UBS Group's Bank Of The James position peaked at $52K in Q3 2016.
- 27 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.