BANK OF THE JAMES FINANCIAL (BOTJ) Institutional Ownership Changes & 13F Activity

BANK OF THE JAMES FINANCIAL (BOTJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fourthstone Llc, North Reef Capital Management Lp, Susquehanna International Group, Llp, Renaissance Technologies LLC, and Hillsdale Investment Management Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
State Street CorpBuy+8,7008,700$222.02KQ2 2026Sep 22, 2026
Empowered Funds, LlcBuy+1,444+6.2%24,682$629.88KQ2 2026Aug 17, 2026
Fourthstone LlcSell-51,007-13.2%334,491$8.60MQ2 2026Aug 14, 2026
North Reef Capital Management LpBuy+50,13250,132$1.28MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+35,05835,058$894.68KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,5485,548$141.59KQ2 2026Aug 14, 2026
Bridgeway Capital Management, LlcBuy+1,444+4.0%37,682$961.64KQ2 2026Aug 14, 2026
Barclays PlcBuy+1515$383.00Q2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+7+0.1%6,350$162.06KQ2 2026Aug 14, 2026
Renaissance Technologies LLCBuy+30,17730,177$770.12KQ2 2026Aug 13, 2026
Acadian Asset Management LlcBuy+10,613+522.8%12,643$318.00KQ2 2026Aug 13, 2026
Fiduciary Trust CoBuy+10,04810,048$256.43KQ2 2026Aug 13, 2026
Marshall Wace, LlpBuy+9,6159,615$245.38KQ2 2026Aug 13, 2026
Northern Trust CorpBuy+9,0959,095$232.10KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-3,333-2.3%143,977$3.67MQ2 2026Aug 13, 2026
Vanguard Global Advisers, LlcSell-1,921-39.8%2,910$74.26KQ2 2026Aug 13, 2026
Vanguard Fiduciary Trust CoSell-1,861-7.2%23,976$611.87KQ2 2026Aug 13, 2026
Los Angeles Capital Management LlcBuy+1,4161,416$36.14KQ2 2026Aug 13, 2026
Ubs Group AgBuy+793+1321.7%853$21.77KQ2 2026Aug 13, 2026
Vanguard Capital Management LlcSell-516-0.3%159,256$4.06MQ2 2026Aug 13, 2026
Morgan StanleySell-16-0.4%4,010$102.34KQ2 2026Aug 13, 2026
Hillsdale Investment Management Inc.Buy+17,00017,000$433.84KQ2 2026Aug 12, 2026
Geode Capital Management, LlcBuy+6,747+19.0%42,202$1.08MQ2 2026Aug 12, 2026
Pettyjohn, Wood & White, IncSell-5,400-2.4%218,859$5.59MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+8181$2.00KQ2 2026Aug 12, 2026
Dimensional Fund Advisors LpBuy+3,720+11.1%37,178$948.36KQ2 2026Aug 11, 2026
Tower Research Capital Llc (Trc)Buy+161+112.6%304$7.76KQ2 2026Aug 11, 2026
Blackrock, Inc.Buy+13,422+124.3%24,219$618.07KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+4,734+33.1%19,054$486.25KQ2 2026Aug 07, 2026
Russell Investments Group, Ltd.Buy+1,0191,019$25.17KQ2 2026Aug 06, 2026
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Frequently asked questions about BOTJ activity

  • Which institutional owners are buying BOTJ?

    Institutional owners buying BOTJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BOTJ activity?

    "Buy" means an investor increased their reported position in BOTJ compared to the prior reporting period. This reflects growing exposure to BANK OF THE JAMES FINANCIAL (BOTJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BOTJ increasing?

    Institutional interest in BOTJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.