Northwestern Mutual Wealth Management
BOTJ icon

Northwestern Mutual Wealth Management’s Bank Of The James BOTJ Stock Holding History

Northwestern Mutual Wealth Management’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
2025
Q1 		– Sell
-259
Closed -$4.11K – 3687
2024
Q4 		$4.11K Buy
+259
New +$3.7K ﹤0.01% 2999
2023
Q2 		– Sell
-253
Closed -$2.65K – 3365
2023
Q1 		$2.65K Buy
+253
New +$3.13K ﹤0.01% 2891
2021
Q2 		– Sell
-7,927
Closed -$103K – 3005
2021
Q1 		$103K Buy
+7,927
New +$101K ﹤0.01% 1478

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Northwestern Mutual Wealth Management's BOTJ Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Bank Of The James (BOTJ) in Q1 2025, closing a stake of 259 shares — an estimated $4.11K sold.

Northwestern Mutual Wealth Management first reported a position in BOTJ in Q1 2021 and held it in 3 quarters. The position peaked at $103K in Q1 2021. 26 funds tracked by Wall St. Rank hold BOTJ as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Bank Of The James position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 259 Bank Of The James shares in Q1 2025, an estimated $4.11K.
  • Northwestern Mutual Wealth Management first reported a position in Bank Of The James in Q1 2021 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Bank Of The James position peaked at $103K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.