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 | Added to | 321,908 | 5,981 | 1.12% | 0.82% | 1 | +30,126 | 10.32% | Q4 2025 | Feb 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 251,382 | 4,670 | 0.73% | 0.66% | 2 | -4,593 | -1.79% | Q4 2025 | Feb 11, 2026 |
| VANGUARD GROUP INC | History | No change | 185,154 | 3,440 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Daytona Street Capital LLC | History | New | 157,866 | 2,933 | 2.28% | — | 4 | +157,866 | New | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 141,918 | 2,636 | 0.01% | 0.0% | 5 | -1,170 | -0.82% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 40,670 | 755 | 0.0% | 0.0% | 6 | -284 | -0.69% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 36,238 | 673 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 32,727 | 608 | 0.0% | 0.0% | 8 | +62 | 0.19% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 30,900 | 567 | 0.02% | 0.02% | 9 | -2,633 | -7.85% | Q4 2025 | Jan 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 22,311 | 414 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 14,320 | 266 | 0.0% | — | 11 | +14,320 | New | Q4 2025 | Feb 11, 2026 |
| MontVue Capital Management, Inc. | History | No change | 13,027 | 242 | 0.16% | 0.14% | 12 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 11,265 | 209 | 0.06% | 0.05% | 13 | +60 | 0.54% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Added to | 10,485 | 194 | 0.0% | 0.0% | 14 | +408 | 4.05% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,342 | 117 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,000 | 111 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,144 | 95 | 0.0% | 0.0% | 17 | +28 | 0.55% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 4,025 | 74 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | May 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,030 | 37 | 0.0% | 0.0% | 19 | -109 | -5.1% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | New | 476 | 8 | 0.0% | — | 20 | +476 | New | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 345 | 6 | 0.0% | 0.0% | 21 | +210 | 155.56% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 300 | 5 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 85 | 1 | 0.0% | — | 23 | +85 | New | Q4 2025 | Jan 29, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,238 | -100.0% | Q4 2025 | Feb 18, 2026 |
| SALZHAUER MICHAEL | History | Closed out | 0 | 0 | — | 0.14% | — | -18,690 | -100.0% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |