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 | 385,498 | 7,941 | 1.35% | 1.12% | 1 | +63,590 | 19.75% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 224,259 | 4,619 | 0.74% | 0.73% | 2 | -27,123 | -10.79% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 185,154 | 3,440 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 159,772 | 3,291 | 0.0% | — | 4 | +159,772 | New | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | Reduced | 157,123 | 3,221 | 2.48% | 2.28% | 5 | -743 | -0.47% | Q1 2026 | Apr 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 147,310 | 3,034 | 0.01% | 0.01% | 6 | +5,392 | 3.8% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 36,238 | 746 | 0.02% | 0.01% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 35,455 | 730 | 0.0% | 0.0% | 8 | -5,215 | -12.82% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 33,458 | 689 | 0.0% | 0.0% | 9 | +731 | 2.23% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 28,900 | 653 | 0.02% | 0.02% | 10 | -2,000 | -6.47% | Q1 2026 | Apr 17, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 25,837 | 532 | 0.0% | — | 11 | +25,837 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 23,238 | 478 | 0.0% | — | 12 | +23,238 | New | Q1 2026 | Jun 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 22,311 | 459 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | No change | 14,320 | 294 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 12,527 | 258 | 0.18% | 0.16% | 15 | -500 | -3.84% | Q1 2026 | Apr 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 11,344 | 233 | 0.06% | 0.06% | 16 | +79 | 0.7% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 10,797 | 222 | 0.0% | 0.0% | 17 | +312 | 2.98% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,343 | 130 | 0.0% | 0.0% | 18 | +1 | 0.02% | Q1 2026 | Jul 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,000 | 123 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,831 | 99 | 0.0% | — | 20 | +4,831 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 4,026 | 82 | 0.0% | 0.0% | 21 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,030 | 40 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 476 | 9 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 300 | 6 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 143 | 2 | 0.0% | 0.0% | 25 | -202 | -58.55% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 60 | 1 | 0.0% | 0.0% | 26 | -25 | -29.41% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,144 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |