RBWA
BOTJ icon

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
Q2 		$291K Buy
11,391
+47
+0.4% +$1.09K 0.07% 149
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 $140M AUM 42.62% 1-Year Est. Return
PWW
Pettyjohn Wood & White Lynchburg, Virginia $687M AUM 24.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RFG - Bristol Wealth Advisors's BOTJ Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its Bank Of The James (BOTJ) stake by 0.41% in Q2 2026, buying an estimated $1.09K and bringing the position to 11,391 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #149.

RFG - Bristol Wealth Advisors first reported a position in BOTJ in Q4 2024 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 11,391 shares of Bank Of The James worth $291K as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 47 Bank Of The James shares in Q2 2026, an estimated $1.09K.
  • Bank Of The James made up 0.07% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Bank Of The James in Q4 2024 and has held it in 7 quarters since.
  • 45 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.