BANK OF THE JAMES FINANCIAL GROUP INC - BOTJ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | History | No change | 334,491 | 8,600 | 6.12% | 6.12% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 218,859 | 5,585 | 0.81% | 0.81% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 159,256 | 4,064 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 143,977 | 3,674 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daytona Street Capital LLC | History | Added to | 88,722 | 2,451 | 1.74% | 1.46% | 5 | +9,644 | 12.2% | Q3 2026 | Oct 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 52,174 | 1,399 | 0.0% | 0.0% | 6 | +14,996 | 40.34% | Q3 2026 | Nov 04, 2026 |
| North Reef Capital Management LP | History | No change | 50,132 | 1,279 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 44,829 | 1,194 | 0.0% | 0.0% | 8 | +32,186 | 254.58% | Q3 2026 | Nov 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 37,682 | 961 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 34,759 | 932 | 0.0% | 0.0% | 10 | -7,443 | -17.64% | Q3 2026 | Nov 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,058 | 894 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 30,177 | 770 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 24,682 | 629 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 24,219 | 618 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 23,976 | 611 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 22,311 | 569 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 19,078 | 511 | 0.0% | 0.0% | 17 | +24 | 0.13% | Q3 2026 | Nov 06, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 17,000 | 433 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MontVue Capital Management, Inc. | History | No change | 13,297 | 356 | 0.21% | 0.2% | 19 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Krilogy Financial LLC | History | Reduced | 12,100 | 328 | 0.01% | 0.01% | 20 | -6,800 | -35.98% | Q3 2026 | Oct 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 11,430 | 306 | 0.07% | 0.07% | 21 | +39 | 0.34% | Q3 2026 | Oct 09, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,048 | 256 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 9,615 | 245 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 9,095 | 232 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 8,700 | 222 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,640 | 220 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,350 | 162 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,000 | 153 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,548 | 141 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,010 | 102 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,910 | 74 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,701 | 45 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,416 | 37 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,019 | 27 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 476 | 12 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | New | 356 | 9 | 0.0% | — | 36 | +356 | New | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | Reduced | 313 | 8 | 0.0% | 0.0% | 37 | -540 | -63.31% | Q3 2026 | Nov 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 300 | 7 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 304 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 157 | 4 | 0.0% | — | 40 | +152 | 3040.0% | Q3 2026 | Nov 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 81 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plancorp, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,250 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | Reduced | 8 | 0 | — | — | — | -7 | -46.67% | Q3 2026 | Nov 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q3 2026 | Oct 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |