BOTJ institutional holders

BANK OF THE JAMES FINL GP IN · 13F, 2026Q2

Managers holding45
Shares held1,441,228
Reported value$36.8m
Quarter flows18 new, 12 added, 9 trimmed, 0 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Fourthstone LLC334,491$8.6m6.1%
PETTYJOHN, WOOD & WHITE, INC218,859$5.6m0.8%
VANGUARD CAPITAL MANAGEMENT LLC159,256$4.1m0.0%
CAPTRUST FINANCIAL ADVISORS143,977$3.7m0.0%
Daytona Street Capital LLC79,078$2.0m1.5%
North Reef Capital Management LP50,132$1.3m0.0%
GEODE CAPITAL MANAGEMENT, LLC42,202$1.1m0.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLC37,682$961,6450.0%
DIMENSIONAL FUND ADVISORS LP37,178$948,3560.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP35,058$894,6800.0%
RENAISSANCE TECHNOLOGIES LLC30,177$770,1170.0%
Empowered Funds, LLC24,682$629,8850.0%
BlackRock, Inc.24,219$618,0690.0%
VANGUARD FIDUCIARY TRUST CO23,976$611,8680.0%
FIRST MANHATTAN CO. LLC.22,311$569,3770.0%
LPL Financial LLC19,054$486,2480.0%
Krilogy Financial LLC18,900$482,3280.0%
Hillsdale Investment Management Inc.17,000$433,8400.0%
MontVue Capital Management, Inc.13,297$339,3400.2%
ACADIAN ASSET MANAGEMENT LLC12,643$318,0000.0%
RFG - Bristol Wealth Advisors, LLC11,391$290,6980.1%
Fiduciary Trust Co10,048$256,4250.0%
MARSHALL WACE, LLP9,615$245,3750.0%
NORTHERN TRUST CORP9,095$232,1040.0%
STATE STREET CORP8,700$222,0240.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BOTJ"). BOTJ price history · All 13F data

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