30 institutions reported holding $27.9M of BANK OF THE JAMES FINL GP IN (BOTJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Fourthstone LLC ($7.9M), PETTYJOHN, WOOD & WHITE, INC ($4.6M), VANGUARD CAPITAL MANAGEMENT LLC ($3.3M), Daytona Street Capital LLC ($3.2M), CAPTRUST FINANCIAL ADVISORS ($3.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fourthstone LLC | $7.9M | 385,498 | Added |
| 2 | PETTYJOHN, WOOD & WHITE, INC | $4.6M | 224,259 | Trimmed |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | 159,772 | New |
| 4 | Daytona Street Capital LLC | $3.2M | 157,123 | Trimmed |
| 5 | CAPTRUST FINANCIAL ADVISORS | $3.0M | 147,310 | Added |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $746,503 | 36,238 | Hold |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $730,606 | 35,455 | Trimmed |
| 8 | DIMENSIONAL FUND ADVISORS LP | $689,286 | 33,458 | Added |
| 9 | Krilogy Financial LLC | $653,429 | 28,900 | Trimmed |
| 10 | VANGUARD FIDUCIARY TRUST CO | $532,242 | 25,837 | New |
| 11 | Empowered Funds, LLC | $478,703 | 23,238 | New |
| 12 | FIRST MANHATTAN CO. LLC. | $459,607 | 22,311 | Hold |
| 13 | LPL Financial LLC | $294,984 | 14,320 | Hold |
| 14 | MontVue Capital Management, Inc. | $258,057 | 12,527 | Trimmed |
| 15 | RFG - Bristol Wealth Advisors, LLC | $233,683 | 11,344 | Added |
| 16 | BlackRock, Inc. | $222,419 | 10,797 | Added |
| 17 | WELLS FARGO & COMPANY/MN | $130,656 | 6,343 | Added |
| 18 | Atlantic Union Bankshares Corp | $123,600 | 6,000 | Hold |
| 19 | Vanguard Global Advisers, LLC | $99,519 | 4,831 | New |
| 20 | MORGAN STANLEY | $82,939 | 4,026 | Added |
| 21 | ACADIAN ASSET MANAGEMENT LLC | $40,000 | 2,030 | Hold |
| 22 | Farther Finance Advisors, LLC | $9,820 | 476 | Hold |
| 23 | JONES FINANCIAL COMPANIES LLLP | $6,180 | 300 | Hold |
| 24 | Tower Research Capital LLC (TRC) | $2,946 | 143 | Trimmed |
| 25 | UBS Group AG | $1,236 | 60 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31