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Empowered Funds’s Bank Of The James BOTJ Stock Holding History

Empowered Funds’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 		$479K Buy
+23,238
New +$460K ﹤0.01% 1657
2025
Q4 		– Sell
-23,238
Closed -$363K – 1114
2025
Q3 		$363K Buy
23,238
+868
+4% +$12.7K ﹤0.01% 1540
2025
Q2 		$315K Buy
22,370
+159
+0.7% +$2.24K ﹤0.01% 1486
2025
Q1 		$328K Buy
22,211
+1,613
+8% +$21.8K ﹤0.01% 1371
2024
Q4 		$315K Buy
20,598
+956
+5% +$13.6K ﹤0.01% 1361
2024
Q3 		$270K Buy
19,642
+938
+5% +$12.3K ﹤0.01% 1268
2024
Q2 		$211K Buy
18,704
+1,260
+7% +$13.3K ﹤0.01% 1288
2024
Q1 		$181K Buy
17,444
+1,225
+8% +$14.2K ﹤0.01% 1319
2023
Q4 		$195K Buy
16,219
+1,344
+9% +$14K ﹤0.01% 1214
2023
Q3 		$152K Buy
14,875
+1,106
+8% +$11.7K ﹤0.01% 1172
2023
Q2 		$128K Buy
+13,769
New +$130K ﹤0.01% 1096

Other funds holding BOTJ

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $687M AUM 24.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Empowered Funds's BOTJ Position: Q1 2026 in Review

Empowered Funds opened a new position in Bank Of The James (BOTJ) in Q1 2026: 23,238 shares worth $479K. The stake represents ﹤0.01% of the portfolio and ranks #1657 among its holdings. This is a return to the name: Empowered Funds previously reported a position in BOTJ as recently as Q3 2025.

Empowered Funds first reported a position in BOTJ in Q2 2023 and has held it in 11 quarters since. 27 funds tracked by Wall St. Rank hold BOTJ as of Q1 2026.

  • Empowered Funds held 23,238 shares of Bank Of The James worth $479K as of Q1 2026.
  • Bank Of The James was a new Empowered Funds position in Q1 2026.
  • Bank Of The James made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1657 holding.
  • Empowered Funds first reported a position in Bank Of The James in Q2 2023 and has held it in 11 quarters since.
  • 27 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.