Bank of the James FinancialBOTJ
13F holders, Q4 2025 (December 31)27holders +3
4new positions
2sold out
$18.57avg. 13F price*
At the end of Q4 2025, 27 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Fourthstone LLC ($6.0M), Pettyjohn, Wood & White, Inc. ($4.7M) and Vanguard Group Inc. ($3.4M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $277K |
| Exits | 2 | $654K |
All 13F filers, Q3 2025 → Q4 2025: 45,821 shares bought and 50,717 shares sold, net −4,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Fourthstone LLC | 1.12% | Add +10.3% | 321,908 | $6.0M |
| Pettyjohn, Wood & White, Inc. | 0.73% | Reduce -1.8% | 251,382 | $4.7M |
| Vanguard Group Inc. | 0.00% | No change | 185,154 | $3.4M |
| Daytona Street Capital LLC | 2.28% | — | 157,866 | $2.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 141,918 | $2.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.7% | 40,670 | $756K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 36,238 | $673K |
| Dimensional Fund Advisors LP | 0.00% | Add +0.2% | 32,727 | $608K |
| Krilogy Financial LLC | 0.02% | Reduce -7.8% | 30,900 | $567K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $415K |
| LPL Financial LLC | 0.00% | New | 14,320 | $266K |
| MontVue Capital Management, Inc. | 0.16% | No change | 13,027 | $242K |
| RFG - Bristol Wealth Advisors, LLC | 0.06% | Add +0.5% | 11,265 | $209K |
| BlackRock, Inc. | 0.00% | Add +4.0% | 10,485 | $195K |
| Wells Fargo & Company | 0.00% | No change | 6,342 | $118K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 6,000 | $111K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 5,144 | $96K |
| Morgan Stanley | 0.00% | No change | 4,025 | $75K |
| Acadian Asset Management LLC | 0.00% | Reduce -5.1% | 2,030 | $37K |
| Farther Finance Advisors, LLC | 0.00% | New | 476 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +155.6% | 345 | $6K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $6K |
| UBS Group AG | 0.00% | New | 85 | $2K |
| Citigroup Inc. | 0.00% | New | 46 | $855 |
| FMR LLC | 0.00% | No change | 5 | $93 |
| Bank of America Corp. | 0.00% | No change | 4 | $74 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $37 |
"% 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.