BOTJ
Bank Of The James Financial Group Inc
$25.62
-0.30 (-1.16%)
At close · Jul 2
Market Cap
$116.40M
Shares
4,543,338
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 27
Total Value: $40,424,603
Total Shares: 1,962,360
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 27 13F filers · Δ vs Dec 31, 2025Top Holder
28.5%
+3.6 pts
Top 5
79.4%
−2.3 pts
Top 10
91.2%
−3.1 pts
HHI
1,518
Moderately concentrated+13
Quarterly Activity
vs Dec 31, 2025
New
4
Increased
8
Decreased
6
Sold Out
4
Unchanged
9
Holder count:
0
Institutional value:
+68.0%
Shares held:
+51.5%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Fourthstone LLC | +449,088 | 770,996 | |
| Small PETTYJOHN, WOOD & WHITE, INC | +197,136 | 448,518 | |
| Large CAPTRUST FINANCIAL ADVISORS | +5,392 | 147,310 | |
| Mega DIMENSIONAL FUND ADVISORS LP | +731 | 33,458 | |
| Mega BlackRock, Inc. | +312 | 10,797 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | −5,215 | 35,455 | |
| Mid Krilogy Financial LLC | −2,000 | 28,900 | |
| Small Daytona Street Capital LLC | −743 | 157,123 | |
| Micro MontVue Capital Management, Inc. | −500 | 12,527 | |
| Mid Tower Research Capital LLC (TRC) | −202 | 143 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 159,772 | $3,291,303 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 25,837 | $532,242 | |
| Large Empowered Funds, LLC | 23,238 | $478,702 | |
| Mega Vanguard Global Advisers, LLC | 4,831 | $99,518 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 185,154 | $3,440,159 | |
| Large OSAIC HOLDINGS, INC. | 5,144 | $95,575 | |
| Mega CITIGROUP INC | 46 | $854 | |
| Mega BANK OF AMERICA CORP /DE/ | 4 | $74 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Fourthstone LLC | $7,941,258 | 19.64% | 385,498 | Shares | Sole | 2026-05-15 | ||||
| Small Fourthstone LLC | $7,941,258 | 19.64% | 385,498 | Shares | Sole | 2026-05-15 | ||||
| Small PETTYJOHN, WOOD & WHITE, INC | $4,619,735 | 11.43% | 224,259 | Shares | Sole | 2026-05-15 | ||||
| Small PETTYJOHN, WOOD & WHITE, INC | $4,619,735 | 11.43% | 224,259 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $3,291,303 | 8.14% | 159,772 | Shares | Defined | 2026-05-15 | ||||
| Small Daytona Street Capital LLC | $3,236,733 | 8.01% | 157,123 | Shares | Sole | 2026-04-10 | ||||
| Large CAPTRUST FINANCIAL ADVISORS | $3,034,586 | 7.51% | 147,310 | Shares | Sole | 2026-05-15 | ||||
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $746,502 | 1.85% | 36,238 | Shares | Sole | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $730,373 | 1.81% | 35,455 | Shares | Defined | 2026-05-15 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $689,234 | 1.70% | 33,458 | Shares | Sole | 2026-05-07 | ||||
| Mid Krilogy Financial LLC | $595,340 | 1.47% | 28,900 | Shares | Sole | 2026-04-17 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $532,242 | 1.32% | 25,837 | Shares | Defined | 2026-05-08 | ||||
| Large Empowered Funds, LLC | $478,702 | 1.18% | 23,238 | Shares | Other | 2026-05-15 | ||||
| Large FIRST MANHATTAN CO. LLC. | $459,606 | 1.14% | 22,311 | Shares | Sole | 2026-05-15 | ||||
| Mega LPL Financial LLC | $294,992 | 0.73% | 14,320 | Shares | Sole | 2026-05-06 | ||||
| Micro MontVue Capital Management, Inc. | $258,056 | 0.64% | 12,527 | Shares | Sole | 2026-04-16 | ||||
| Small RFG - Bristol Wealth Advisors, LLC | $233,686 | 0.58% | 11,344 | Shares | Sole | 2026-05-05 | ||||
| Mega BlackRock, Inc. | $222,416 | 0.55% | 10,797 | Shares | Sole | 2026-05-13 | ||||
| Mega WELLS FARGO & COMPANY/MN | $130,665 | 0.32% | 6,343 | Shares | Defined | 2026-05-11 | ||||
| Mid Atlantic Union Bankshares Corp | $123,600 | 0.31% | 6,000 | Shares | Defined | 2026-05-12 | ||||
| Mega Vanguard Global Advisers, LLC | $99,518 | 0.25% | 4,831 | Shares | Defined | 2026-05-08 | ||||
| Mega MORGAN STANLEY | $82,935 | 0.21% | 4,026 | Shares | Defined | 2026-05-15 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $41,818 | 0.10% | 2,030 | Shares | Defined | 2026-05-13 | ||||
| Mid Farther Finance Advisors, LLC | $9,805 | 0.02% | 476 | Shares | Sole | 2026-04-07 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $6,180 | 0.02% | 300 | Shares | Sole | 2026-05-15 | ||||
| Mid Tower Research Capital LLC (TRC) | $2,945 | 0.01% | 143 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $1,236 | 0.00% | 60 | Shares | Defined | 2026-05-05 | ||||
| Mega FMR LLC | $103 | 0.00% | 5 | Shares | Defined | 2026-05-15 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $41 | 0.00% | 2 | Shares | Defined | 2026-04-28 | ||||
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