DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BOTJ

BANK OF THE JAMES FINL GP IN

28 institutions still hold BANK OF THE JAMES FINL GP IN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 470299108·28 13F holders·last filed Mar 31, 2026
Market cap
3.0%
vs prior quarter
13F value held
$28M
71.0% inst. owned
of float
Holders
28
+46 QoQ
filers reporting
Activity
+83 / −109
+910 added · −805 reduced
this quarter
Concentration
28.52%
Fourthstone LLC #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported BOTJ in Q1 2026. Fourthstone LLC leads at 28.5% of the visible book. +46 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fourthstone LLC
CIK 0001767803
$8M385K1.35%Q1 2026
02
PETTYJOHN, WOOD & WHITE, INC
CIK 0001128213
$5M224K0.74%Q1 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$3M160K0.00%Q1 2026
04
Daytona Street Capital LLC
CIK 0002101936
$3M157K2.48%Q1 2026
05
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$3M147K0.01%Q1 2026
06
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$746,50336K0.01%Q1 2026
07
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$730,60635K0.00%Q1 2026
08
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$689,28633K0.00%Q1 2026
09
Krilogy Financial LLC
CIK 0001659047
$653,42929K0.02%Q1 2026
10
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$532,24226K0.00%Q1 2026
11
Empowered Funds, LLC
CIK 0001592828
$478,70323K0.00%Q1 2026
12
FIRST MANHATTAN CO. LLC.
CIK 0000728083
$459,60722K0.00%Q1 2026
13
LPL Financial LLC
CIK 0001403438
$294,98414K0.00%Q1 2026
14
MontVue Capital Management, Inc.
CIK 0002008758
$258,05713K0.18%Q1 2026
15
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$233,68311K0.06%Q1 2026
16
BlackRock, Inc.
CIK 0002012383
$222,41911K0.00%Q1 2026
17
WELLS FARGO & COMPANY/MN
CIK 0000072971
$130,6566K0.00%Q1 2026
18
Atlantic Union Bankshares Corp
CIK 0000883948
$123,6006K0.00%Q1 2026
19
Vanguard Global Advisers, LLC
CIK 0001811242· Index
$99,5195K0.00%Q1 2026
20
MORGAN STANLEY
CIK 0000895421
$82,9394K0.00%Q1 2026
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