Position in BOTJ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$210,540
New position
Shares Held
8,250
first reported quarter
Ownership
0.182%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#27
of 45 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Plancorp, LLC holds $12,610,712 across 7 Banks - Regional names. BOTJ ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
87,704 | $5,777,939 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
54,237 | $3,132,186 | |
| 3 | USB |
US Bancorp \De\
|
41,705 | $2,518,982 | |
| 4 | MTB |
M&T Bank Corp
|
1,958 | $466,023 | |
| 5 | RF |
Regions Financial Corp
|
8,554 | $258,330 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,002 | $246,712 | |
| 7 | BOTJ |
Bank Of The James Financial Group Inc
This page
|
8,250 | $210,540 |
All Filings in BOTJ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,540 | 8,250 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||