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Bank of the James Financial (BOTJ)

CUSIP: 470299108 | NYSE | Financial Services · Banks - Regional | Micro Cap | 93 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Daytona Street Capital LLC88,722
1.7% of portfolio›$2.5M
Dimensional Fund Advisors LP52,174
0.0% of portfolio›$1.4M
MontVue Capital Management, Inc.13,297
0.2% of portfolio›$356.8K
Krilogy Financial LLC12,100
0.0% of portfolio›$328.8K
RFG - Bristol Wealth Advisors, LLC11,430
0.1% of portfolio›$306.7K
Mirae Asset Global Investments Co., Ltd.1,701
0.0% of portfolio›$45.6K
Farther Finance Advisors, LLC476
0.0% of portfolio›$12.8K
Citigroup Inc356
0.0% of portfolio›$9.6K
SBI Securities Co., Ltd.2
0.0% of portfolio›$54
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$27
StyleTurnoverLocationFiled
Daytona Street Capital LLC
88,722$2.5M1.7%Deep ValueMediumSaint Louis, MO2026-10-15
Dimensional Fund Advisors LP
52,174$1.4M0.0%IndexLowAustin, TX2026-11-04
MontVue Capital Management, Inc.
13,297$356.8K0.2%ETFVery LowLynchburg, VA2026-10-19
Krilogy Financial LLC
12,100$328.8K0.0%GrowthLowSt. Louis, MO2026-10-13
RFG - Bristol Wealth Advisors, LLC
11,430$306.7K0.1%ETFLowTaunton, MA2026-10-09
Mirae Asset Global Investments Co., Ltd.
1,701$45.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Farther Finance Advisors, LLC
476$12.8K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
356$9.6K0.0%CoreMediumNew York, NY2026-11-04
SBI Securities Co., Ltd.
2$540.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
1$270.0%GrowthVery HighHong Kong, South Korea2026-10-29