Bank Of The James Financial Group Inc (BOTJ) Institutional Ownership

Ownership Summary

Bank Of The James Financial Group Inc (NASDAQ:BOTJ) has 28 institutional investors that have filed 13F reports for the period ending December 2025.

• Their combined ownership stood at 29.0% of outstanding shares in December 2025, up from 24.4% in September 2025.
• Their total shares held in BOTJ increased 20.96% from the prior quarter, while the number of investors in Bank Of The James Financial increased 12.0% year over year.
• Of these 28 funds, 12 grew their exposure to Bank Of The James Financial, 5 cut back, and 11 maintained positions.
• Institutional investors collectively held 1.32Mn shares in Bank Of The James Financial as of December 2025, up by 228.43K shares quarter on quarter, and up 244.84K shares year over year.
• As of December 31, 2025, Fourthstone LLC held the largest stake in Bank Of The James Financial with 385.5K shares, accounting for 8.48% of total shares outstanding.
• The largest buyers of Bank Of The James Financial for the quarter ending December 2025 were VANGUARD CAPITAL MANAGEMENT LLC (159.77K), Fourthstone LLC (63.59K), VANGUARD FIDUCIARY TRUST CO (25.84K), CAPTRUST FINANCIAL ADVISORS (5.39K), Vanguard Global Advisers, LLC (4.83K).
• The largest sales of BOTJ for the quarter ending December 2025 came from PETTYJOHN, WOOD & WHITE, INC (27.12K), GEODE CAPITAL MANAGEMENT, LLC (5.22K), Krilogy Financial LLC (2.0K), Daytona Street Capital LLC (743), MontVue Capital Management, Inc. (500).
• Business Quant data shows the 10 biggest positions in Bank Of The James Financial as of December 2025 are held by Fourthstone LLC (385.5K), PETTYJOHN, WOOD & WHITE, INC (224.26K), VANGUARD CAPITAL MANAGEMENT LLC (159.77K), Daytona Street Capital LLC (157.12K), CAPTRUST FINANCIAL ADVISORS (147.31K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (36.24K), GEODE CAPITAL MANAGEMENT, LLC (35.46K), DIMENSIONAL FUND ADVISORS LP (33.46K), Krilogy Financial LLC (28.9K), VANGUARD FIDUCIARY TRUST CO (25.84K).