Bank of the James FinancialBOTJ
13F holders, Q2 2024 (June 30)20holders
3new positions
2sold out
$11.26avg. 13F price*
At the end of Q2 2024, 20 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were Pettyjohn, Wood & White, Inc. ($2.8M), Vanguard Group Inc. ($2.2M) and Captrust Financial Advisors ($1.6M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $116K |
| Exits | 2 | $400K |
All 13F filers, Q1 2024 → Q2 2024: 24,248 shares bought and 56,379 shares sold, net −32,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Pettyjohn, Wood & White, Inc. | 0.55% | Reduce -1.8% | 249,398 | $2.8M |
| Vanguard Group Inc. | 0.00% | No change | 192,585 | $2.2M |
| Captrust Financial Advisors | 0.01% | Reduce -2.2% | 145,776 | $1.6M |
| Fourthstone LLC | 0.26% | Reduce -1.7% | 72,928 | $821K |
| Banc Funds Co. LLC | 0.08% | Reduce -10.3% | 61,375 | $691K |
| Geode Capital Management, LLC | 0.00% | Add +6.7% | 41,238 | $464K |
| Bridgeway Capital Management, LLC | 0.01% | Add +4.1% | 31,704 | $357K |
| Dimensional Fund Advisors LP | 0.00% | Add +46.8% | 26,852 | $302K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $251K |
| Salzhauer Michael | 0.17% | No change | 18,990 | $214K |
| Empowered Funds, LLC | 0.00% | Add +7.2% | 18,704 | $211K |
| MontVue Capital Management, Inc. | 0.11% | Reduce -9.9% | 12,727 | $143K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,226 | $115K |
| BlackRock Inc. | 0.00% | Add +3.6% | 9,339 | $105K |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 6,343 | $71K |
| Acadian Asset Management LLC | 0.00% | No change | 2,139 | $23K |
| Morgan Stanley | 0.00% | No change | 1,584 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -23.0% | 721 | $8K |
| Bank of America Corp. | 0.00% | New | 32 | $360 |
| Innealta Capital, LLC | 0.00% | New | 15 | $169 |
"% 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.