Who Holds Bank of the James Financial Group Inc (BOTJ)? 45 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 45 holders, $37 million in total.
Largest holders
The 45 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| Fourthstone LLC | 334,491 | $9 million | -13% | 13F |
| PETTYJOHN, WOOD & WHITE, INC | 218,859 | $6 million | -2% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 159,256 | $4 million | 0% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 143,977 | $4 million | -2% | 13F |
| Daytona Street Capital LLC | 79,078 | $2 million | -50% | 13F |
| North Reef Capital Management LP | 50,132 | $1 million | New | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 42,202 | $1 million | +19% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37,682 | $961,645 | +4% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 37,178 | $948,356 | +11% | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,058 | $894,680 | New | 13F |
| RENAISSANCE TECHNOLOGIES LLC | 30,177 | $770,117 | New | 13F |
| Empowered Funds, LLC | 24,682 | $629,885 | +6% | 13F |
| BlackRock, Inc. | 24,219 | $618,069 | +124% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 23,976 | $611,868 | -7% | 13F |
| FIRST MANHATTAN CO. LLC. | 22,311 | $569,377 | +0% | 13F |
| LPL Financial LLC | 19,054 | $486,248 | +33% | 13F |
| Krilogy Financial LLC | 18,900 | $482,328 | -35% | 13F |
| Hillsdale Investment Management Inc. | 17,000 | $433,840 | New | 13F |
| MontVue Capital Management, Inc. | 13,297 | $339,340 | +6% | 13F |
| RFG - Bristol Wealth Advisors, LLC | 11,391 | $290,698 | +0% | 13F |
| Fiduciary Trust Co | 10,048 | $256,425 | New | 13F |
| MARSHALL WACE, LLP | 9,615 | $245,375 | New | 13F |
| NORTHERN TRUST CORP | 9,095 | $232,104 | New | 13F |
| STATE STREET CORP | 8,700 | $222,024 | New | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 8,640 | $220,491 | New | 13F |
| Plancorp, LLC | 8,250 | $215,408 | New | 13F |
| WELLS FARGO & COMPANY/MN | 6,350 | $162,057 | +0% | 13F |
| Atlantic Union Bankshares Corp | 6,000 | $153,120 | +0% | 13F |
| OSAIC HOLDINGS, INC. | 5,548 | $141,585 | New | 13F |
| MORGAN STANLEY | 4,010 | $102,338 | 0% | 13F |
| Vanguard Global Advisers, LLC | 2,910 | $74,263 | -40% | 13F |
| Mirae Asset Global Investments Co., Ltd. | 1,701 | $43,410 | New | 13F |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,416 | $36,136 | New | 13F |
| Russell Investments Group, Ltd. | 1,019 | $25,169 | New | 13F |
| UBS Group AG | 853 | $21,769 | +1322% | 13F |
| Farther Finance Advisors, LLC | 476 | $12,148 | +0% | 13F |
| Integrated Wealth Concepts LLC | 323 | $8,238 | New | 13F |
| Tower Research Capital LLC (TRC) | 304 | $7,758 | +113% | 13F |
| JONES FINANCIAL COMPANIES LLLP | 300 | $7,353 | +0% | 13F |
| JPMORGAN CHASE & CO | 81 | $2,001 | New | 13F |
| BARCLAYS PLC | 15 | $383 | New | 13F |
| ACADIAN ASSET MANAGEMENT LLC | 12,643 | $318 | +523% | 13F |
| FMR LLC | 5 | $128 | +0% | 13F |
| Caitong International Asset Management Co., Ltd | 4 | $102 | New | 13F |
| SBI Securities Co., Ltd. | 2 | $51 | +0% | 13F |
Questions and answers
- How many institutions hold Bank of the James Financial Group Inc?
- 45 managers reported Bank of the James Financial Group Inc on Form 13F for the quarter ended 30 June 2026, against 27 the quarter before.
- Who is the largest institutional holder of Bank of the James Financial Group Inc?
- Fourthstone LLC, with 334,491 shares worth $9 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Bank of the James Financial Group Inc in Q2 2026?
- 18 managers reported a new position and 0 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Bank of the James Financial Group Inc, Q2 2026", https://app.tamarly.ai/holders/bank-of-james-financial, built from SEC EDGAR.
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