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BOTJ

BOTJ

Bank of the James Financial Group, Inc.Banking

Institutional holders
38
As of Q2 2026
Total 13F value
$35.4M
Sum of disclosed positions
New positions
16
This quarter
Sold positions
0
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
Fourthstone LLC

Fourthstone Llc

$8.6M334.5K6.12%-13.2%
PETTYJOHN, WOOD & WHITE, INC

Pettyjohn, Wood & White, Inc

$5.6M218.9K0.81%-2.4%
VANGUARD CAPITAL MANAGEMENT LLC

Vanguard Capital Management Llc

$4.1M159.3K0.00%-0.3%
CAPTRUST FINANCIAL ADVISORS

Captrust Financial Advisors

$3.7M144.0K0.01%-2.3%
Daytona Street Capital LLC

Daytona Street Capital Llc

$2M79.1K1.46%-49.7%
North Reef Capital Management LP

North Reef Capital Management Lp

$1.3M50.1K0.05%New Position
GEODE CAPITAL MANAGEMENT, LLC

Geode Capital Management, Llc

$1.1M42.2K0.00%+19.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC

Bridgeway Capital Management, Llc

$962K37.7K0.02%+4.0%
DIMENSIONAL FUND ADVISORS LP

Dimensional Fund Advisors Lp

$948K37.2K0.00%+11.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP

Susquehanna International Group, Llp

$895K35.1K0.00%New Position
RENAISSANCE TECHNOLOGIES LLC

Renaissance Technologies

$770K30.2K0.00%New Position
Empowered Funds, LLC

Empowered Funds, Llc

$630K24.7K0.00%+6.2%
BlackRock, Inc.

Blackrock, Inc.

$618K24.2K0.00%+124.3%
VANGUARD FIDUCIARY TRUST CO

Vanguard Fiduciary Trust Co

$612K24.0K0.00%-7.2%
FIRST MANHATTAN CO. LLC.

First Manhattan Co

$569K22.3K0.00%Unchanged
LPL Financial LLC

Lpl Financial Llc

$486K19.1K0.00%+33.1%
Hillsdale Investment Management Inc.

Hillsdale Investment Management Inc.

$434K17.0K0.01%New Position
ACADIAN ASSET MANAGEMENT LLC

Acadian Asset Management Llc

$318K12.6K0.00%+522.8%
FIDUCIARY TRUST CO

Fiduciary Trust Co

$256K10.0K0.00%New Position
MARSHALL WACE, LLP

Marshall Wace, Llp

$245K9.6K0.00%New Position
NORTHERN TRUST CORP

Northern Trust Corp

$232K9.1K0.00%New Position
STATE STREET CORP

State Street Corporation

$222K8.7K0.00%New Position
ENVESTNET ASSET MANAGEMENT INC

Envestnet Asset Management Inc

$220K8.6K0.00%New Position
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$162K6.3K0.00%+0.1%
Atlantic Union Bankshares Corp

Atlantic Union Bankshares Corp

$153K6.0K0.00%Unchanged
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$142K5.5K0.00%New Position
MORGAN STANLEY

Morgan Stanley

$102K4.0K0.00%-0.4%
Vanguard Global Advisers, LLC

Vanguard Global Advisers, Llc

$74K2.9K0.00%-39.8%
LOS ANGELES CAPITAL MANAGEMENT LLC

Los Angeles Capital Management Llc

$36K1.4K0.00%New Position
Russell Investments Group, Ltd.

Russell Investments Group, Ltd.

$25K1.0K0.00%New Position
UBS Group AG

Ubs Group Ag

$22K8530.00%+1321.7%
Integrated Wealth Concepts LLC

Integrated Wealth Concepts Llc

$8K3230.00%New Position
Tower Research Capital LLC (TRC)

Tower Research Capital Llc (Trc)

$8K3040.00%+112.6%
JONES FINANCIAL COMPANIES LLLP

Jones Financial Companies Lllp

$7K3000.00%Unchanged
JPMORGAN CHASE & CO

Jpmorgan Chase

$2K810.00%New Position
BARCLAYS PLC

Barclays Plc

$383150.00%New Position
FMR LLC

Fmr Llc

$12850.00%Unchanged
Caitong International Asset Management Co., Ltd

Caitong International Asset Management Co., Ltd

$10240.00%New Position

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