BOTJ Bank of the James Financial Group, Inc
Bank of the James Financial Group, Inc (BOTJ) Institutional Ownership
What the institutions did with BOTJ last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Fourthstone LLC | 334.5K | 23.2% |
| PETTYJOHN, WOOD & WHITE, INC | 218.9K | 15.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 159.3K | 11.1% |
| CAPTRUST FINANCIAL ADVISORS | 144.0K | 10.0% |
| Daytona Street Capital LLC | 79.1K | 5.5% |
| North Reef Capital Management LP | 50.1K | 3.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 42.2K | 2.9% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37.7K | 2.6% |
| DIMENSIONAL FUND ADVISORS LP | 37.2K | 2.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.1K | 2.4% |
| RENAISSANCE TECHNOLOGIES LLC | 30.2K | 2.1% |
| Empowered Funds, LLC | 24.7K | 1.7% |
| BlackRock, Inc. | 24.2K | 1.7% |
| VANGUARD FIDUCIARY TRUST CO | 24.0K | 1.7% |
| FIRST MANHATTAN CO. LLC. | 22.3K | 1.5% |
| LPL Financial LLC | 19.1K | 1.3% |
| Krilogy Financial LLC | 18.9K | 1.3% |
| Hillsdale Investment Management Inc. | 17.0K | 1.2% |
| MontVue Capital Management, Inc. | 13.3K | 0.9% |
| ACADIAN ASSET MANAGEMENT LLC | 12.6K | 0.9% |
| RFG - Bristol Wealth Advisors, LLC | 11.4K | 0.8% |
| Fiduciary Trust Co | 10.0K | 0.7% |
| MARSHALL WACE, LLP | 9.6K | 0.7% |
| NORTHERN TRUST CORP | 9.1K | 0.6% |
| STATE STREET CORP | 8.7K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Daytona Street Capital LLC | Reduced | 157.1K | 79.1K | -78.0K |
| Fourthstone LLC | Reduced | 385.5K | 334.5K | -51.0K |
| North Reef Capital Management LP | New | 0 | 50.1K | +50.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | 0 | 35.1K | +35.1K |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 30.2K | +30.2K |
| Hillsdale Investment Management Inc. | New | 0 | 17.0K | +17.0K |
| BlackRock, Inc. | Increased | 10.8K | 24.2K | +13.4K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 2.0K | 12.6K | +10.6K |
| Fiduciary Trust Co | New | 0 | 10.0K | +10.0K |
| Krilogy Financial LLC | Reduced | 28.9K | 18.9K | -10.0K |
| MARSHALL WACE, LLP | New | 0 | 9.6K | +9.6K |
| NORTHERN TRUST CORP | New | 0 | 9.1K | +9.1K |
| STATE STREET CORP | New | 0 | 8.7K | +8.7K |
| ENVESTNET ASSET MANAGEMENT INC | New | 0 | 8.6K | +8.6K |
| Plancorp, LLC | New | 0 | 8.3K | +8.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 35.5K | 42.2K | +6.7K |
| OSAIC HOLDINGS, INC. | New | 0 | 5.5K | +5.5K |
| PETTYJOHN, WOOD & WHITE, INC | Reduced | 224.3K | 218.9K | -5.4K |
| LPL Financial LLC | Increased | 14.3K | 19.1K | +4.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 33.5K | 37.2K | +3.7K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 147.3K | 144.0K | -3.3K |
| Vanguard Global Advisers, LLC | Reduced | 4.8K | 2.9K | -1.9K |
| VANGUARD FIDUCIARY TRUST CO | Reduced | 25.8K | 24.0K | -1.9K |
| Mirae Asset Global Investments Co., Ltd. | New | 0 | 1.7K | +1.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 36.2K | 37.7K | +1.4K |
| Empowered Funds, LLC | Increased | 23.2K | 24.7K | +1.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | New | 0 | 1.4K | +1.4K |
| Russell Investments Group, Ltd. | New | 0 | 1.0K | +1.0K |
| UBS Group AG | Increased | 60 | 853 | +793 |
| MontVue Capital Management, Inc. | Increased | 12.5K | 13.3K | +770 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 159.8K | 159.3K | -516 |
| Tower Research Capital LLC (TRC) | Increased | 143 | 304 | +161 |
| JPMORGAN CHASE & CO | New | 0 | 81 | +81 |
| RFG - Bristol Wealth Advisors, LLC | Increased | 11.3K | 11.4K | +47 |
| MORGAN STANLEY | Reduced | 4.0K | 4.0K | -16 |
| BARCLAYS PLC | New | 0 | 15 | +15 |
| WELLS FARGO & COMPANY/MN | Increased | 6.3K | 6.4K | +7 |
| Caitong International Asset Management Co., Ltd | New | 0 | 4 | +4 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.