Bank of the James FinancialBOTJ
13F holders, Q3 2025 (September 30)24holders −1
2new positions
3sold out
$15.64avg. 13F price*
At the end of Q3 2025, 24 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, down 1 from Q2 2025. 2 opened new positions and 3 sold out. The largest holders were Fourthstone LLC ($4.6M), Pettyjohn, Wood & White, Inc. ($4.0M) and Vanguard Group Inc. ($2.9M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $662K |
| Exits | 3 | $58K |
All 13F filers, Q2 2025 → Q3 2025: 109,204 shares bought and 13,251 shares sold, net +95,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Fourthstone LLC | 0.82% | Add +29.3% | 291,782 | $4.6M |
| Pettyjohn, Wood & White, Inc. | 0.66% | Reduce -0.4% | 255,975 | $4.0M |
| Vanguard Group Inc. | 0.00% | Reduce -3.9% | 185,154 | $2.9M |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 143,088 | $2.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 40,954 | $639K |
| Krilogy Financial LLC | 0.02% | New | 33,533 | $568K |
| Bridgeway Capital Management, LLC | 0.01% | Add +2.5% | 36,238 | $565K |
| Dimensional Fund Advisors LP | 0.00% | No change | 32,665 | $510K |
| Empowered Funds, LLC | 0.00% | Add +3.9% | 23,238 | $363K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $348K |
| Salzhauer Michael | 0.15% | No change | 18,690 | $292K |
| MontVue Capital Management, Inc. | 0.14% | No change | 13,027 | $203K |
| RFG - Bristol Wealth Advisors, LLC | 0.05% | Add +0.6% | 11,205 | $175K |
| BlackRock, Inc. | 0.00% | Add +2.8% | 10,077 | $157K |
| Wells Fargo & Company | 0.00% | Reduce -0.0% | 6,342 | $99K |
| Atlantic Union Bankshares Corp | 0.00% | New | 6,000 | $94K |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 5,116 | $80K |
| Morgan Stanley | 0.00% | Add +12.3% | 4,025 | $63K |
| Acadian Asset Management LLC | 0.00% | No change | 2,139 | $32K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.9% | 135 | $2K |
| FMR LLC | 0.00% | No change | 5 | $78 |
| Bank of America Corp. | 0.00% | Reduce -90.0% | 4 | $62 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $31 |
"% 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.