BANK OF THE JAMES FINANCIAL BOTJ
$25.62
-1.2% 52w: $13.31 – $25.92
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data13.3119.6125.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
27
+0 QoQ
13F value
$27.9M
+16.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BOTJ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Fourthstone LLC ★2 | Fundamental diversified | 385.5K | $7.9M | 1.3% | +19.8% |
| PETTYJOHN, WOOD & WHITE, INC | Other | 224.3K | $4.6M | 0.7% | -10.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 159.8K | $3.3M | 0.0% | — |
| Daytona Street Capital LLC | Other | 157.1K | $3.2M | 2.5% | -0.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 147.3K | $3.0M | 0.0% | +3.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 36.2K | $747K | 0.0% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 35.5K | $731K | 0.0% | -12.8% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 33.5K | $689K | 0.0% | +2.2% |
| Krilogy Financial LLC | Wealth advisor | 28.9K | $653K | 0.0% | -6.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 25.8K | $532K | 0.0% | — |
| Empowered Funds, LLC | Diversified mechanical | 23.2K | $479K | 0.0% | New |
| FIRST MANHATTAN CO. LLC. | Other | 22.3K | $460K | 0.0% | Held |
| LPL Financial LLC | Bank broker | 14.3K | $295K | 0.0% | Held |
| MontVue Capital Management, Inc. | Wealth advisor | 12.5K | $258K | 0.2% | -3.8% |
| RFG - Bristol Wealth Advisors, LLC | Wealth advisor | 11.3K | $234K | 0.1% | +0.7% |
| BlackRock, Inc. | Index provider | 10.8K | $222K | 0.0% | +3.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 6.3K | $131K | 0.0% | 0.0% |
| Atlantic Union Bankshares Corp | Other | 6.0K | $124K | 0.0% | Held |
| Vanguard Global Advisers, LLC | Diversified mechanical | 4.8K | $100K | 0.0% | — |
| MORGAN STANLEY | Bank broker | 4.0K | $83K | 0.0% | 0.0% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 2.0K | $40K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 476 | $10K | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 300 | $6K | 0.0% | Held |
| Tower Research Capital LLC (TRC) | Market maker | 143 | $3K | 0.0% | -58.6% |
| UBS Group AG | Bank broker | 60 | $1K | 0.0% | -29.4% |
| FMR LLC | Long only active | 5 | $103 | 0.0% | Held |
| SBI Securities Co., Ltd. | Diversified mechanical | 2 | $41 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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