BOTJBANK OF THE JAMES FINL GP IN
CUSIP 470299108 · Yahoo Finance ↗ · Google Finance ↗
Bank Of The James Finl GP In (BOTJ) has 27 institutional holders in Filings Flow’s 13F database, together reporting 1.35M shares worth $28M as of Q1 2026. The largest reported holders are Fourthstone LLC, Pettyjohn, Wood & White, Inc, and Vanguard Group Inc.
Institutional Holders
27
Q1 2026
Reported Value
$28M
Ticker
BOTJ
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Daytona Street Capital LLC$130M AUM | 2.48% | $3M | 157.1K | Q1 2026OLDER |
| Fourthstone LLC$590M AUM | 1.35% | $8M | 385.5K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.74% | $5M | 224.3K | Q1 2026OLDER |
| MontVue Capital Management, Inc.$147M AUM | 0.18% | $258,057 | 12.5K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.14% | $291,564 | 18.7K | Q3 2025OLDER |
| RFG - Bristol Wealth Advisors, LLC$371M AUM | 0.06% | $233,683 | 11.3K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $653,429 | 28.9K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.02% | $746,503 | 36.2K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $3M | 147.3K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $478,703 | 23.2K | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $123,600 | 6.0K | Q1 2026OLDER |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $459,607 | 22.3K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $689,286 | 33.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $95,589 | 5.1K | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $532,242 | 25.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $9,820 | 476 | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $3M | 159.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $294,984 | 14.3K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,946 | 143 | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $99,519 | 4.8K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $3M | 185.2K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $730,606 | 35.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $130,656 | 6.3K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $74,799 | 4.0K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $222,419 | 10.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,180 | 300 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $41 | 2 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $855 | 46 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1,236 | 60 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $103 | 5 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $74 | 4 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 11 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.