Bank of the James FinancialBOTJ
13F holders, Q1 2024 (March 31)20holders
$10.36avg. 13F price*
At the end of Q1 2024, 20 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings. The largest holders were Pettyjohn, Wood & White, Inc. ($2.6M), Vanguard Group Inc. ($2.0M) and Captrust Financial Advisors ($1.5M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $400K |
| Exits | 1 | $24 |
Ownership 20 holders
| Pettyjohn, Wood & White, Inc. | 0.52% | Add +29.5% | 253,963 | $2.6M |
| Vanguard Group Inc. | 0.00% | Add +33.1% | 192,585 | $2.0M |
| Captrust Financial Advisors | 0.01% | Add +16.5% | 149,064 | $1.5M |
| Fourthstone LLC | 0.25% | Reduce -30.8% | 74,166 | $768K |
| Banc Funds Co. LLC | 0.08% | No change | 68,443 | $709K |
| Geode Capital Management, LLC | 0.00% | No change | 38,666 | $401K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 37,969 | $393K |
| Bridgeway Capital Management, LLC | 0.01% | Add +4.2% | 30,444 | $315K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $231K |
| Salzhauer Michael | 0.16% | No change | 18,990 | $197K |
| Dimensional Fund Advisors LP | 0.00% | Add +6.1% | 18,296 | $190K |
| Empowered Funds, LLC | 0.00% | Add +7.5% | 17,444 | $181K |
| MontVue Capital Management, Inc. | 0.13% | Reduce -14.9% | 14,120 | $146K |
| BHZ Capital Management, LP | 0.22% | Reduce -39.6% | 13,255 | $137K |
| BlackRock Inc. | 0.00% | Reduce -2.3% | 9,012 | $93K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 6,373 | $66K |
| Acadian Asset Management LLC | 0.00% | No change | 2,139 | $22K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,584 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +91.0% | 936 | $10K |
| UBS Group AG | 0.00% | New | 613 | $6K |
"% 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.