Bank of the James FinancialBOTJ
13F holders, Q2 2026 (June 30)44holders +17
17new positions
0sold out
1famous investor
$25.56avg. 13F price*
At the end of Q2 2026, 44 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, up 17 from Q1 2026. 17 opened new positions and 0 sold out. The largest holders were Fourthstone LLC ($8.6M), Pettyjohn, Wood & White, Inc. ($5.6M) and Vanguard Capital Management LLC ($4.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 240,401 shares bought and 152,099 shares sold, net +88,302 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Fourthstone LLC | 6.12% | Reduce -13.2% | 334,491 | $8.6M |
| Pettyjohn, Wood & White, Inc. | 0.81% | Reduce -2.4% | 218,859 | $5.6M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.3% | 159,256 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -2.3% | 143,977 | $3.7M |
| Daytona Street Capital LLC | 1.47% | Reduce -49.7% | 79,078 | $2.0M |
| North Reef Capital Management LP | 0.05% | New | 50,132 | $1.3M |
| Geode Capital Management, LLC | 0.00% | Add +19.0% | 42,202 | $1.1M |
| Bridgeway Capital Management, LLC | 0.02% | Add +4.0% | 37,682 | $962K |
| Dimensional Fund Advisors LP | 0.00% | Add +11.1% | 37,178 | $948K |
| Susquehanna International Group, LLP | 0.00% | New | 35,058 | $895K |
| Renaissance Technologies | 0.00% | New | 30,177 | $770K |
| Empowered Funds, LLC | 0.00% | Add +6.2% | 24,682 | $630K |
| BlackRock, Inc. | 0.00% | Add +124.3% | 24,219 | $618K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -7.2% | 23,976 | $612K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $569K |
| LPL Financial LLC | 0.00% | Add +33.1% | 19,054 | $486K |
| Krilogy Financial LLC | 0.01% | Reduce -34.6% | 18,900 | $482K |
| Hillsdale Investment Management Inc. | 0.01% | New | 17,000 | $434K |
| MontVue Capital Management, Inc. | 0.20% | Add +6.2% | 13,297 | $339K |
| Acadian Asset Management LLC | 0.00% | Add +522.8% | 12,643 | $318K |
| RFG - Bristol Wealth Advisors, LLC | 0.07% | Add +0.4% | 11,391 | $291K |
| Fiduciary Trust Co | 0.00% | New | 10,048 | $256K |
| Marshall Wace, LLP | 0.00% | New | 9,615 | $245K |
| Northern Trust Corp. | 0.00% | New | 9,095 | $232K |
| State Street Corp. | 0.00% | New | 8,700 | $222K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,640 | $220K |
| Plancorp, LLC | 0.01% | New | 8,250 | $215K |
| Wells Fargo & Company | 0.00% | Add +0.1% | 6,350 | $162K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 6,000 | $153K |
| Osaic Holdings, Inc. | 0.00% | New | 5,548 | $142K |
| Morgan Stanley | 0.00% | Reduce -0.4% | 4,010 | $102K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -39.8% | 2,910 | $74K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 1,701 | $43K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,416 | $36K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,019 | $25K |
| UBS Group AG | 0.00% | Add +1321.7% | 853 | $22K |
| Farther Finance Advisors, LLC | 0.00% | No change | 476 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +112.6% | 304 | $8K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $7K |
| JPMorgan Chase & Co. | 0.00% | New | 81 | $2K |
| Barclays PLC | 0.00% | New | 15 | $383 |
| FMR LLC | 0.00% | No change | 5 | $128 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 4 | $102 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $51 |
"% of holder's portfolio" is BOTJ's weight in each manager's 13F, not the share of Bank of the James Financial the manager owns.