Bank of the James FinancialBOTJ
13F holders, Q2 2025 (June 30)25holders −1
2new positions
3sold out
$14.07avg. 13F price*
At the end of Q2 2025, 25 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Pettyjohn, Wood & White, Inc. ($3.6M), Fourthstone LLC ($3.2M) and Vanguard Group Inc. ($2.7M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $27K |
| Exits | 3 | $398K |
All 13F filers, Q1 2025 → Q2 2025: 55,375 shares bought and 32,609 shares sold, net +22,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Pettyjohn, Wood & White, Inc. | 0.65% | Add +0.0% | 257,061 | $3.6M |
| Fourthstone LLC | 0.62% | Add +27.2% | 225,618 | $3.2M |
| Vanguard Group Inc. | 0.00% | No change | 192,585 | $2.7M |
| Captrust Financial Advisors | 0.00% | No change | 143,477 | $2.0M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 39,994 | $563K |
| Bridgeway Capital Management, LLC | 0.01% | Add +0.5% | 35,370 | $498K |
| Dimensional Fund Advisors LP | 0.00% | Add +8.9% | 32,665 | $460K |
| Empowered Funds, LLC | 0.00% | Add +0.7% | 22,370 | $315K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $314K |
| Salzhauer Michael | 0.17% | No change | 18,690 | $263K |
| MontVue Capital Management, Inc. | 0.13% | No change | 13,027 | $183K |
| RFG - Bristol Wealth Advisors, LLC | 0.05% | Add +0.7% | 11,137 | $157K |
| BlackRock, Inc. | 0.00% | Reduce -6.3% | 9,807 | $138K |
| Wells Fargo & Company | 0.00% | No change | 6,343 | $89K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.6% | 5,083 | $71K |
| Morgan Stanley | 0.00% | Add +126.2% | 3,585 | $50K |
| WealthTrak Capital Management LLC | 0.03% | No change | 2,200 | $31K |
| Acadian Asset Management LLC | 0.00% | No change | 2,139 | $29K |
| Raymond James Financial Inc. | 0.00% | New | 1,948 | $27K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.4% | 293 | $4K |
| Bank of America Corp. | 0.00% | Add +21.2% | 40 | $562 |
| FMR LLC | 0.00% | New | 5 | $70 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $28 |
| Royal Bank of Canada | 0.00% | Reduce -77.8% | 2 | $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.