RFG - Bristol Wealth Advisors, LLC

Position in BOTJ — Bank Of The James Financial Group Inc

CIK 2055104 TAUNTON, MA

Position in BOTJ

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$290,698

+$57,012 QoQ

Shares Held

11,391

+0.4% QoQ

Ownership

0.251%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#21

of 45 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RFG - Bristol Wealth Advisors, LLC holds $3,354,161 across 4 Banks - Regional names. BOTJ ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CZWI	Citizens Community Bancorp Inc.	104,290	$2,439,343
2	FITB	Fifth Third Bancorp	8,704	$490,644
3	BOTJ	Bank Of The James Financial Group Inc This page	11,391	$290,698
4	WSBK	Winchester Bancorp, Inc./MD/	10,158	$133,476

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$290,698	11,391	+0.4%	Shares	Sole	2026-07-27
2026-03-31	$233,686	11,344	+0.7%	Shares	Sole	2026-05-05
2025-12-31	$209,303	11,265	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$174,798	11,205	+0.6%	Shares	Sole	2025-10-22
2025-06-30	$156,586	11,137	+0.7%	Shares	Sole	2025-08-06
2025-03-31	$163,511	11,063	-4.6%	Shares	Sole	2025-05-08
2024-12-31	$183,996	11,594	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.