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WealthTrak Capital Management’s Bank Of The James BOTJ Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-2,200
Closed -$31K – 186
2025
Q2 		$31K Hold
2,200
– – 0.03% 123
2025
Q1 		$32.5K Hold
2,200
– – 0.03% 124
2024
Q4 		$33.7K Buy
+2,200
New +$31.4K 0.03% 115

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

WealthTrak Capital Management's BOTJ Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Bank Of The James (BOTJ) in Q3 2025, closing a stake of 2,200 shares — an estimated $31K sold.

WealthTrak Capital Management first reported a position in BOTJ in Q4 2024 and held it in 3 quarters. The position peaked at $33.7K in Q4 2024. 24 funds tracked by Wall St. Rank hold BOTJ as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Bank Of The James position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 2,200 Bank Of The James shares in Q3 2025, an estimated $31K.
  • WealthTrak Capital Management first reported a position in Bank Of The James in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Bank Of The James position peaked at $33.7K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Bank Of The James as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.