Bank Of The James Financial BOTJ Institutional Ownership

Ownership Summary

Bank Of The James Financial Group Inc (NASDAQ:BOTJ) is held by 27 institutional investors per 13F filings through March 2026.

• Collectively, these holders controlled 29.8% of Bank Of The James Financial's outstanding shares in March 2026, up from 29.0% in December 2025.
• Their total shares held in BOTJ increased 19.93% quarter over quarter, and separately, investors owning Bank Of The James Financial stayed flat from a year ago.
• Of these 27 funds, 10 grew their exposure to Bank Of The James Financial, 7 cut back, and 10 maintained positions.
• Altogether, these fund groups held 1.35Mn shares in BOTJ by March 2026, up by 224.74K shares quarter on quarter, and up 328.84K shares year over year.
• As of March 31, 2026, 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 biggest buyers of Bank Of The James Financial for the quarter ending March 2026 included 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).
• Top sellers of BOTJ stock for the quarter ending March 2026 included 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 March 2026 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).