BOTJ

Bank Of THE James Financial

+$3.9M

Net Activity

Institutions Holding

27

Popularity Rank

#7553

Avg Weight

0.18%

Total Value

$27.9M

Ownership Trend

27 institutions currently hold BOTJ, with 9 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

9

Key Holders

Key Holders

Top 5 by Value

FL
Fourthstone LLC
$7.9M
PW
Pettyjohn, Wood & White, INC
$4.6M
VC
Vanguard Capital Management LLC
$3.3M
DS
Daytona Street Capital LLC
$3.2M
CF
Captrust Financial Advisors
$3.0M

Top 5 by Conviction

DS
Daytona Street Capital LLC
2.48%
FL
Fourthstone LLC
1.35%
PW
Pettyjohn, Wood & White, INC
0.74%
MC
MontVue Capital Management, Inc.
0.18%
R-
RFG - Bristol Wealth Advisors, LLC
0.06%
View all 27 holding institutions

Quarterly Activity

Recent Activity

+$12.9M

Total Buy Value

$9.3M

Total Sell Value

New buy1
Trim7
Add8
Sold out3

9

Net Buyers

10

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding BANK OF THE JAMES FINANCIAL (BOTJ)?
Major stakeholders currently include Fourthstone LLC ($7.9M), Pettyjohn, Wood & White, INC ($4.6M), Vanguard Capital Management LLC ($3.3M). Based on the latest 13F filings, there are a total of 27 tracked investment funds and institutions maintaining positions in BOTJ.
What is the overall institutional sentiment toward BOTJ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.9M, driven by 9 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their BOTJ positions?
In the latest period, 7 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $9.3M.
Are there any notable investors adding BOTJ to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.9M.

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