DOSSIER · 13F Holders · Q1 2026
BOTJ

BANK OF THE JAMES FINL GP IN

45 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 470299108·45 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$33M
visible holders
Holders
45
filers reporting
Concentration
24.33%
Fourthstone LLC #1
top holder share
AI Holders Summary · Q1 2026

45 institutions reported BOTJ in Q1 2026. Fourthstone LLC leads at 24.3% of the visible book.

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
$6M219K0.81%Q2 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$4M159K0.00%Q2 2026
04
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$4M144K0.01%Q2 2026
05
Daytona Street Capital LLC
CIK 0002101936
$2M79K1.46%Q2 2026
06
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$1M42K0.00%Q2 2026
07
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$962K38K0.02%Q2 2026
08
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$948K37K0.00%Q2 2026
09
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$895K35K0.00%Q2 2026
10
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$770K30K0.00%Q2 2026
11
Empowered Funds, LLC
CIK 0001592828
$630K25K0.00%Q2 2026
12
BlackRock, Inc.
CIK 0002012383
$618K24K0.00%Q2 2026
13
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$612K24K0.00%Q2 2026
14
FIRST MANHATTAN CO. LLC.
CIK 0000728083
$569K22K0.00%Q2 2026
15
LPL Financial LLC
CIK 0001403438
$486K19K0.00%Q2 2026
16
Krilogy Financial LLC
CIK 0001659047
$482K19K0.01%Q2 2026
17
Hillsdale Investment Management Inc.
CIK 0001368465
$434K17K0.01%Q2 2026
18
MontVue Capital Management, Inc.
CIK 0002008758
$339K13K0.20%Q2 2026
19
RFG - Bristol Wealth Advisors, LLC
CIK 0002055104
$291K11K0.07%Q2 2026
20
FIDUCIARY TRUST CO
CIK 0000035442
$256K10K0.00%Q2 2026
Page 1 of 3
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Insiders at BANK OF THE JAMES FINL GP IN
Addison Lewis CSyrek Michael AFoster Watt R JrBryant William C IiiJamerson Phillip CChapman Robert RScruggs J ToddUmberger Harry P Jr