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RFG - Bristol Wealth Advisors’s Bank Of The James BOTJ Stock Holding History

RFG - Bristol Wealth Advisors’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 		$234K Buy
11,344
+79
+0.7% +$1.56K 0.06% 163
2025
Q4 		$209K Buy
11,265
+60
+0.5% +$1.02K 0.06% 170
2025
Q3 		$175K Buy
11,205
+68
+0.6% +$995 0.05% 172
2025
Q2 		$157K Buy
11,137
+74
+0.7% +$1.04K 0.05% 170
2025
Q1 		$164K Sell
11,063
-531
-5% -$7.19K 0.05% 167
2024
Q4 		$178K Buy
+11,594
New +$165K 0.06% 157

Other funds holding BOTJ

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $628M AUM 20.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

RFG - Bristol Wealth Advisors's BOTJ Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors increased its Bank Of The James (BOTJ) stake by 0.7% in Q1 2026, buying an estimated $1.56K and bringing the position to 11,344 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #163.

RFG - Bristol Wealth Advisors first reported a position in BOTJ in Q4 2024 and has held it in 6 quarters since. 27 funds tracked by Wall St. Rank hold BOTJ as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 11,344 shares of Bank Of The James worth $234K as of Q1 2026.
  • RFG - Bristol Wealth Advisors bought 79 Bank Of The James shares in Q1 2026, an estimated $1.56K.
  • Bank Of The James made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #163 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Bank Of The James in Q4 2024 and has held it in 6 quarters since.
  • 27 funds tracked by Wall St. Rank held Bank Of The James as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.