Institutional Ownership Bank Of The James Financial Group Inc (BOTJ)
This table provides information about the institutional ownership of Bank Of The James Financial Group Inc (BOTJ). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 1.39 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fourthstone LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
291,782
shares
|
$4.96 Million
1.28% of portfolio
|
Q3 2025
Added 29.33%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
255,975
shares
|
$4.35 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
231,980
shares
|
$3.94 Million
2.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
185,154
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
143,088
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
40,954
shares
|
$695,808
0.0% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
36,238
shares
|
$615,683
0.01% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
33,533
shares
|
$569,725
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
32,665
shares
|
$554,978
0.0% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
23,238
shares
|
$394,813
0.0% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
22,311
shares
|
$379,063
0.0% of portfolio
|
Q3 2023
Added 2.76%
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
18,690
shares
|
$317,543
0.11% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
13,769
shares
|
$233,935
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
13,027
shares
|
$221,328
0.14% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
11,205
shares
|
$190,372
0.05% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,339
shares
|
$158,669
0.0% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
6,342
shares
|
$107,750
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
6,000
shares
|
$101,939
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,116
shares
|
$86,920
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,025
shares
|
$68,384
0.0% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,139
shares
|
$36,341
0.0% of portfolio
|
Q2 2021
Added 9.92%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$5,096
0.0% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
135
shares
|
$2,293
0.0% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4
shares
|
$67
0.0% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2
shares
|
$33
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|