BANK OF THE JAMES FINANCIAL (BOTJ) Top Institutional Shareholders
BANK OF THE JAMES FINANCIAL (BOTJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $27.86M in BOTJ holdings during the latest filing period.
Fourthstone Llc is currently the largest disclosed institutional shareholder of BOTJ tracked by InsiderSet, reporting ownership valued at approximately $7.94M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.29M, representing an estimated gain of +17.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed BOTJ value among the investors covered in this analysis. Major shareholders include Fourthstone Llc, Pettyjohn, Wood & White, Inc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in BANK OF THE JAMES FINANCIAL (BOTJ).
This page ranks the largest institutional BOTJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
27
Total Reported Value
$27.86M
Largest Holder
Fourthstone Llc
Largest Position
$7.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fourthstone Llc | 1.35% | 385,498 | $7,941,259 | $9,294,357 | +$1,353,098 | +17.04% | |
| Pettyjohn, Wood & White, Inc | 0.74% | 224,259 | $4,619,739 | $5,406,884 | +$787,145 | +17.04% | |
| Vanguard Capital Management Llc | 0.00% | 159,772 | $3,291,303 | $3,852,103 | +$560,800 | +17.04% | |
| Daytona Street Capital Llc | 2.48% | 157,123 | $3,221,017 | $3,788,236 | +$567,219 | +17.61% | |
| Captrust Financial Advisors | 0.01% | 147,310 | $3,034,586 | $3,551,644 | +$517,058 | +17.04% | |
| Bridgeway Capital Management, Llc | 0.02% | 36,238 | $746,503 | $873,698 | +$127,195 | +17.04% | |
| Geode Capital Management, Llc | 0.00% | 35,455 | $730,606 | $854,820 | +$124,214 | +17.00% | |
| Dimensional Fund Advisors Lp | 0.00% | 33,458 | $689,286 | $806,672 | +$117,386 | +17.03% | |
| Krilogy Financial Llc | 0.02% | 28,900 | $653,429 | $696,779 | +$43,350 | +6.63% | |
| Vanguard Fiduciary Trust Co | 0.00% | 25,837 | $532,242 | $622,930 | +$90,688 | +17.04% | |
| Empowered Funds, Llc | 0.00% | 23,238 | $478,703 | $560,268 | +$81,565 | +17.04% | |
| First Manhattan Co. Llc. | 0.00% | 22,311 | $459,607 | $537,918 | +$78,311 | +17.04% | |
| Lpl Financial Llc | 0.00% | 14,320 | $294,984 | $345,255 | +$50,271 | +17.04% | |
| Montvue Capital Management, Inc. | 0.18% | 12,527 | $258,057 | $302,026 | +$43,969 | +17.04% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.06% | 11,344 | $233,683 | $273,504 | +$39,821 | +17.04% | |
| Blackrock, Inc. | 0.00% | 10,797 | $222,419 | $260,316 | +$37,897 | +17.04% | |
| Wells Fargo & Company/Mn | 0.00% | 6,343 | $130,656 | $152,930 | +$22,274 | +17.05% | |
| Atlantic Union Bankshares Corp | 0.00% | 6,000 | $123,600 | $144,660 | +$21,060 | +17.04% | |
| Vanguard Global Advisers, Llc | 0.00% | 4,831 | $99,519 | $116,475 | +$16,956 | +17.04% | |
| Morgan Stanley | 0.00% | 4,026 | $82,939 | $97,067 | +$14,128 | +17.03% | |
| Farther Finance Advisors, Llc | 0.00% | 476 | $9,820 | $11,476 | +$1,656 | +16.87% | |
| Jones Financial Companies Lllp | 0.00% | 300 | $6,180 | $7,233 | +$1,053 | +17.04% | |
| Tower Research Capital Llc (Trc) | 0.00% | 143 | $2,946 | $3,448 | +$502 | +17.03% | |
| Ubs Group Ag | 0.00% | 60 | $1,236 | $1,447 | +$211 | +17.04% | |
| Fmr Llc | 0.00% | 5 | $103 | $121 | +$18 | +17.04% | |
| Sbi Securities Co., Ltd. | 0.00% | 2 | $41 | $48 | +$7 | +17.61% | |
| Acadian Asset Management Llc | 0.00% | 2,030 | $40 | $48,943 | +$48,903 | +122258.25% |
Frequently asked questions about BOTJ
Who owns the most BOTJ stock?
The largest holders of BOTJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BANK OF THE JAMES FINANCIAL (BOTJ).
Is BOTJ widely held by superinvestors?
Many widely followed stocks like BOTJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BOTJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.