Bank Of The James Financial BOTJ Institutional Ownership

NASDAQ BOTJ

$27.85 -0.30 (-1.06%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

45 Institutions

Increased 30 66.7%

Unchanged 6 13.3%

Reduced 9 20.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

31.72%

▲+1.95 pp QoQ

Shares Held by Institutions

1.44Mn

of 4.54Mn outstanding

▲+6.55% QoQ

Shares Outstanding

4.54Mn

3.10Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+88.63K

accumulated since last quarter

Value of Holdings

$39.78Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Bank Of The James Financial Group Inc (NASDAQ:BOTJ) has 45 institutional investors that have filed 13F reports for the period ending June 2026.

They owned 31.7% of outstanding stock in June 2026, up from 29.8% the prior quarter.
Their total shares held in BOTJ increased 6.55% from the prior quarter, while the number of investors in Bank Of The James Financial increased 80.0% year over year.
Of these 45 funds, 30 grew their exposure to Bank Of The James Financial, 9 cut back, and 6 maintained positions.
Combined, these investors held 1.44Mn shares in BOTJ for June 2026, up by 88.62K shares quarter on quarter, and up 398.76K shares year over year.
As of June 30, 2026, the biggest holder of Bank Of The James Financial is Fourthstone LLC at 334.49K shares, representing 7.36% of shares outstanding.
The most significant purchases of BOTJ for the quarter ending June 2026 came from North Reef Capital Management LP (50.13K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (35.06K), RENAISSANCE TECHNOLOGIES LLC (30.18K), Hillsdale Investment Management Inc. (17.0K), BlackRock, Inc. (13.42K).
The largest sales of BOTJ for the quarter ending June 2026 came from Daytona Street Capital LLC (78.04K), Fourthstone LLC (51.01K), Krilogy Financial LLC (10.0K), PETTYJOHN, WOOD & WHITE, INC (5.4K), CAPTRUST FINANCIAL ADVISORS (3.33K).
Bank Of The James Financial's 10 largest shareholders as of June 2026 include Fourthstone LLC (334.49K), PETTYJOHN, WOOD & WHITE, INC (218.86K), VANGUARD CAPITAL MANAGEMENT LLC (159.26K), CAPTRUST FINANCIAL ADVISORS (143.98K), Daytona Street Capital LLC (79.08K), North Reef Capital Management LP (50.13K), GEODE CAPITAL MANAGEMENT, LLC (42.2K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (37.68K), DIMENSIONAL FUND ADVISORS LP (37.18K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (35.06K) per Business Quant data.

Form 13F Holdings

45 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.44Mn

Of outstanding 31.72%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Fourthstone LLC	0001767803	334,491	7.36%	▼51,007	-13.23%	$8.60Mn
2	PETTYJOHN, WOOD & WHITE, INC	0001128213	218,859	4.82%	▼5,400	-2.41%	$5.59Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	159,256	3.51%	▼516	-0.32%	$4.06Mn
4	CAPTRUST FINANCIAL ADVISORS	0001512024	143,977	3.17%	▼3,333	-2.26%	$3.67Mn
5	Daytona Street Capital LLC	0002101936	79,078	1.74%	▼78,045	-49.67%	$2.01Mn
6	North Reef Capital Management LP	0001867831	50,132	1.10%	▲50,132	0.00%	$1.28Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	42,202	0.93%	▲6,747	+19.03%	$1.08Mn
8	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	37,682	0.83%	▲1,444	+3.98%	$961.65K
9	DIMENSIONAL FUND ADVISORS LP	0000354204	37,178	0.82%	▲3,720	+11.12%	$948.36K
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0001446194	35,058	0.77%	▲35,058	0.00%	$894.68K
11	RENAISSANCE TECHNOLOGIES LLC	0001037389	30,177	0.66%	▲30,177	0.00%	$770.12K
12	Empowered Funds, LLC	0001592828	24,682	0.54%	▲1,444	+6.21%	$629.89K
13	BlackRock, Inc.	0002012383	24,219	0.53%	▲13,422	+124.31%	$618.07K
14	VANGUARD FIDUCIARY TRUST CO	0000933478	23,976	0.53%	▼1,861	-7.20%	$611.87K
15	FIRST MANHATTAN CO. LLC.	0000728083	22,311	0.49%	0	0.00%	$569.38K
16	LPL Financial LLC	0001403438	19,054	0.42%	▲4,734	+33.06%	$486.25K
17	Krilogy Financial LLC	0001659047	18,900	0.42%	▼10,000	-34.60%	$482.33K
18	Hillsdale Investment Management Inc.	0001368465	17,000	0.37%	▲17,000	0.00%	$433.84K
19	MontVue Capital Management, Inc.	0002008758	13,297	0.29%	▲770	+6.15%	$339.34K
20	ACADIAN ASSET MANAGEMENT LLC	0000916542	12,643	0.28%	▲10,613	+522.81%	$318

Showing 1 to 20 of 45 holders