Bank of the James FinancialBOTJ
13F holders, Q4 2024 (December 31)24holders +1
1new positions
3sold out
$15.44avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 3 sold out. The largest holders were Pettyjohn, Wood & White, Inc. ($4.0M), Vanguard Group Inc. ($2.9M) and Fourthstone LLC ($2.6M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 3 | $500K |
All 13F filers, Q3 2024 → Q4 2024: 81,941 shares bought and 39,183 shares sold, net +42,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Pettyjohn, Wood & White, Inc. | 0.73% | Add +2.5% | 261,932 | $4.0M |
| Vanguard Group Inc. | 0.00% | No change | 192,585 | $2.9M |
| Fourthstone LLC | 0.50% | Add +73.0% | 161,046 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.7% | 144,684 | $2.2M |
| Inspire Investing, LLC | 0.12% | Reduce -2.3% | 72,360 | $1.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 38,316 | $587K |
| Bridgeway Capital Management, LLC | 0.01% | Add +2.9% | 33,598 | $514K |
| Dimensional Fund Advisors LP | 0.00% | Add +3.3% | 28,466 | $436K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $354K |
| Empowered Funds, LLC | 0.00% | Add +4.9% | 20,598 | $315K |
| Salzhauer Michael | 0.15% | No change | 18,990 | $301K |
| MontVue Capital Management, Inc. | 0.15% | No change | 12,727 | $202K |
| RFG - Bristol Wealth Advisors, LLC | 0.06% | — | 11,594 | $178K |
| BlackRock, Inc. | 0.00% | Add +0.1% | 10,364 | $164K |
| Wells Fargo & Company | 0.00% | No change | 6,342 | $101K |
| Osaic Holdings, Inc. | 0.00% | Add +1008.4% | 5,010 | $80K |
| WealthTrak Capital Management LLC | 0.03% | — | 2,200 | $34K |
| Acadian Asset Management LLC | 0.00% | No change | 2,139 | $32K |
| Morgan Stanley | 0.00% | No change | 1,585 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1.2% | 347 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 259 | $4K |
| Bank of America Corp. | 0.00% | Reduce -28.9% | 32 | $508 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $16 |
"% 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.