Bank of the James FinancialBOTJ
13F holders, Q3 2024 (September 30)23holders +3
4new positions
1sold out
$13.74avg. 13F price*
At the end of Q3 2024, 23 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 1 sold out. The largest holders were Pettyjohn, Wood & White, Inc. ($3.5M), Vanguard Group Inc. ($2.6M) and Captrust Financial Advisors ($2.0M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.0M |
| Exits | 1 | $169 |
All 13F filers, Q2 2024 → Q3 2024: 106,949 shares bought and 41,721 shares sold, net +65,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Pettyjohn, Wood & White, Inc. | 0.65% | Add +2.5% | 255,569 | $3.5M |
| Vanguard Group Inc. | 0.00% | No change | 192,585 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 145,633 | $2.0M |
| Fourthstone LLC | 0.29% | Add +27.7% | 93,119 | $1.3M |
| Inspire Investing, LLC | 0.10% | New | 74,058 | $1.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -6.9% | 38,400 | $528K |
| Bridgeway Capital Management, LLC | 0.01% | Add +3.0% | 32,642 | $449K |
| Dimensional Fund Advisors LP | 0.00% | Add +2.6% | 27,555 | $379K |
| Banc Funds Co. LLC | 0.03% | Reduce -62.5% | 23,029 | $316K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $307K |
| Empowered Funds, LLC | 0.00% | Add +5.0% | 19,642 | $270K |
| Salzhauer Michael | 0.17% | No change | 18,990 | $261K |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.4% | 12,828 | $176K |
| MontVue Capital Management, Inc. | 0.13% | No change | 12,727 | $175K |
| BlackRock, Inc. | 0.00% | — | 10,357 | $142K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 6,342 | $87K |
| Acadian Asset Management LLC | 0.00% | No change | 2,139 | $29K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,585 | $22K |
| UBS Group AG | 0.00% | New | 582 | $8K |
| Osaic Holdings, Inc. | 0.00% | New | 452 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.4% | 343 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 300 | $4K |
| Bank of America Corp. | 0.00% | Add +40.6% | 45 | $619 |
"% 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.