Institutional Ownership Bank Of The James Financial Group Inc (BOTJ)
This table provides information about the institutional ownership of Bank Of The James Financial Group Inc (BOTJ). We have compiled data on the 26 institutions that hold shares in the stock, with a total of 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $18 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
257,061
shares
|
$3.59 Million
0.65% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
231,980
shares
|
$3.24 Million
2.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Fourthstone LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
225,618
shares
|
$3.15 Million
0.94% of portfolio
|
Q2 2025
Added 27.2%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
192,585
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2024
Added 33.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
143,477
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
39,994
shares
|
$559,116
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
35,370
shares
|
$494,472
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
32,665
shares
|
$456,656
0.0% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
22,370
shares
|
$312,732
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
22,311
shares
|
$311,907
0.0% of portfolio
|
Q3 2023
Added 2.76%
|
|
|
Salzhauer Michael
|
Aug 14, 2025 Q2 2025 |
18,690
shares
|
$261,286
0.11% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
13,769
shares
|
$192,490
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
13,027
shares
|
$182,117
0.13% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
11,137
shares
|
$155,695
0.05% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,339
shares
|
$130,559
0.0% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,343
shares
|
$88,675
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,585
shares
|
$50,118
0.0% of portfolio
|
Q2 2025
Added 126.18%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,200
shares
|
$30,756
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
2,139
shares
|
$29,903
0.0% of portfolio
|
Q2 2021
Added 9.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,948
shares
|
$27,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$4,194
0.0% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
293
shares
|
$4,096
0.0% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
40
shares
|
$559
0.0% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q2 2025
Reduced 77.78%
|