Bank Of The James Financial BOTJ Institutional Ownership

NASDAQ BOTJ

$27.52 +0.05 (+0.18%)

As of: Oct 21, 2026 · 10:24 AM 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

$38.90Mn

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

Updated Oct 5, 2026

Bank of the James Financial Group Inc (NASDAQ:BOTJ) counted 45 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Together they owned 31.72% of the outstanding stock in Q2 2026, up from 29.77% a quarter earlier.
Total shares held in Bank of the James Financial rose 6.55% versus Q1 2026, while the number of holders rose 87.50% versus Q2 2025.
Among the 45 holders of Bank of the James Financial, 30 added to their positions, 9 reduced their stakes and 6 left their positions unchanged.
The aggregate institutional position in Bank of the James Financial was 1.44Mn shares at the end of Q2 2026, up 88.62K from the prior quarter and up 398.76K from a year earlier.
Fourthstone LLC held the largest position in BOTJ at 334.49K shares as of June 30, 2026, or 7.36% of shares outstanding.
Holders that added the most shares of Bank of the James Financial in Q2 2026 were BlackRock, Inc. (+13.42K shares), Acadian Asset Management LLC (+10.61K shares), Geode Capital Management, LLC (+6.75K shares), LPL Financial LLC (+4.73K shares) and Dimensional Fund Advisors LP (+3.72K shares).
Holders that trimmed the most shares of Bank of the James Financial in Q2 2026 while keeping a position were Daytona Street Capital LLC (-78.05K shares), Fourthstone LLC (-51.01K shares), Krilogy Financial LLC (-10K shares), Pettyjohn, Wood & White, Inc (-5.4K shares) and Captrust Financial Advisors (-3.33K shares).
Business Quant data shows the 10 biggest positions in Bank of the James Financial as of Q2 2026 were held by Fourthstone LLC (334.49K shares), Pettyjohn, Wood & White, Inc (218.86K shares), Vanguard Capital Management LLC (159.26K shares), Captrust Financial Advisors (143.98K shares), Daytona Street Capital LLC (79.08K shares), North Reef Capital Management LP (50.13K shares), Geode Capital Management, LLC (42.2K shares), Bridgeway Capital Management, LLC (37.68K shares), Dimensional Fund Advisors LP (37.18K shares) and Susquehanna International Group, LLP (35.06K shares).

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