Bank of the James FinancialBOTJ
13F holders, Q1 2025 (March 31)26holders +2
4new positions
2sold out
1famous investor
$14.78avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, up 2 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Pettyjohn, Wood & White, Inc. ($3.8M), Vanguard Group Inc. ($2.8M) and Fourthstone LLC ($2.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $398K |
| Exits | 2 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 55,093 shares bought and 79,593 shares sold, net −24,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Pettyjohn, Wood & White, Inc. | 0.73% | Reduce -1.9% | 257,046 | $3.8M |
| Vanguard Group Inc. | 0.00% | No change | 192,585 | $2.8M |
| Fourthstone LLC | 0.65% | Add +10.1% | 177,374 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 143,477 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 39,892 | $590K |
| Bridgeway Capital Management, LLC | 0.01% | Add +4.8% | 35,211 | $520K |
| Dimensional Fund Advisors LP | 0.00% | Add +5.4% | 30,003 | $443K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $330K |
| Empowered Funds, LLC | 0.00% | Add +7.8% | 22,211 | $328K |
| Salzhauer Michael | 0.18% | Reduce -1.6% | 18,690 | $276K |
| MontVue Capital Management, Inc. | 0.15% | Add +2.4% | 13,027 | $193K |
| Fiduciary Trust Co | 0.00% | New | 12,413 | $183K |
| Renaissance Technologies | 0.00% | New | 11,477 | $170K |
| RFG - Bristol Wealth Advisors, LLC | 0.05% | Reduce -4.6% | 11,063 | $164K |
| BlackRock, Inc. | 0.00% | Add +1.0% | 10,466 | $155K |
| Osaic Holdings, Inc. | 0.00% | Add +101.5% | 10,095 | $149K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 6,343 | $94K |
| UBS Group AG | 0.00% | New | 3,037 | $45K |
| WealthTrak Capital Management LLC | 0.03% | No change | 2,200 | $33K |
| Acadian Asset Management LLC | 0.00% | No change | 2,139 | $30K |
| Morgan Stanley | 0.00% | No change | 1,585 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.4% | 297 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $4K |
| Bank of America Corp. | 0.00% | Add +3.1% | 33 | $488 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $30 |
| Royal Bank of Canada | 0.00% | New | 9 | $0 |
"% 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.