Bank of the James FinancialBOTJ
13F holders, Q1 2026 (March 31)27holders
1new positions
3sold out
$20.63avg. 13F price*
At the end of Q1 2026, 27 institutions reported holding Bank of the James Financial (BOTJ) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were Fourthstone LLC ($7.9M), Pettyjohn, Wood & White, Inc. ($4.6M) and Vanguard Capital Management LLC ($3.3M).
- Company
- Bank of the James Financial
- CUSIP
- 470299108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $479K |
| Exits | 3 | $97K |
All 13F filers, Q4 2025 → Q1 2026: 93,344 shares bought and 41,002 shares sold, net +52,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Fourthstone LLC | 1.35% | Add +19.8% | 385,498 | $7.9M |
| Pettyjohn, Wood & White, Inc. | 0.74% | Reduce -10.8% | 224,259 | $4.6M |
| Vanguard Capital Management LLC | 0.00% | — | 159,772 | $3.3M |
| Daytona Street Capital LLC | 2.48% | Reduce -0.5% | 157,123 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +3.8% | 147,310 | $3.0M |
| Bridgeway Capital Management, LLC | 0.01% | No change | 36,238 | $747K |
| Geode Capital Management, LLC | 0.00% | Reduce -12.8% | 35,455 | $731K |
| Dimensional Fund Advisors LP | 0.00% | Add +2.2% | 33,458 | $689K |
| Krilogy Financial LLC | 0.02% | Reduce -6.5% | 28,900 | $653K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 25,837 | $532K |
| Empowered Funds, LLC | 0.00% | New | 23,238 | $479K |
| First Manhattan Co. Llc. | 0.00% | No change | 22,311 | $460K |
| LPL Financial LLC | 0.00% | No change | 14,320 | $295K |
| MontVue Capital Management, Inc. | 0.18% | Reduce -3.8% | 12,527 | $258K |
| RFG - Bristol Wealth Advisors, LLC | 0.06% | Add +0.7% | 11,344 | $234K |
| BlackRock, Inc. | 0.00% | Add +3.0% | 10,797 | $222K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 6,343 | $131K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 6,000 | $124K |
| Vanguard Global Advisers, LLC | 0.00% | — | 4,831 | $100K |
| Morgan Stanley | 0.00% | Add +0.0% | 4,026 | $83K |
| Acadian Asset Management LLC | 0.00% | No change | 2,030 | $40K |
| Farther Finance Advisors, LLC | 0.00% | No change | 476 | $10K |
| Jones Financial Companies LLLP | 0.00% | No change | 300 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.5% | 143 | $3K |
| UBS Group AG | 0.00% | Reduce -29.4% | 60 | $1K |
| FMR LLC | 0.00% | No change | 5 | $103 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $41 |
"% 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.