Bank of the James Financial (BOTJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Daytona Street Capital LLC

INCREASED

Shares88,722 from 79,078

Change+9,644 (+12%)

Value$2.5M (+$445.6K)

Filed 2026-10-15

Dimensional Fund Advisors LP

INCREASED

Shares52,174 from 37,178

Change+14,996 (+40%)

Value$1.4M (+$451.6K)

Filed 2026-11-04

MontVue Capital Management, Inc.

UNCHANGED

Shares13,297 from 13,297

Change0 (0%)

Value$356.8K (+$17.4K)

Filed 2026-10-19

Krilogy Financial LLC

DECREASED

Shares12,100 from 18,900

Change-6,800 (-36%)

Value$328.8K (-$153.6K)

Filed 2026-10-13

RFG - Bristol Wealth Advisors, LLC

INCREASED

Shares11,430 from 11,391

Change+39 (+0%)

Value$306.7K (+$16.0K)

Filed 2026-10-09

Mirae Asset Global Investments Co., Ltd.

UNCHANGED

Shares1,701 from 1,701

Change0 (0%)

Value$45.6K (+$2.2K)

Filed 2026-11-03

Farther Finance Advisors, LLC

UNCHANGED

Shares476 from 476

Change0 (0%)

Value$12.8K (+$623)

Filed 2026-10-08

Citigroup Inc

NEW

Shares356

Change+356

Value$9.6K

Filed 2026-11-04

SBI Securities Co., Ltd.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$54 (+$3)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

DECREASED

Shares1 from 4

Change-3 (-75%)

Value$27 (-$75)

Filed 2026-10-29

Plancorp, LLC

CLOSED

Shares0 from 8,250

Change-8,250 (-100%)

Value$0 (-$215.4K)

Filed 2026-11-03

Fourthstone LLC

N/A

Shares— from 334,491

Change-334,491 (-100%)

Value—

Pettyjohn, Wood & White, Inc

N/A

Shares— from 218,859

Change-218,859 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 159,256

Change-159,256 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 143,977

Change-143,977 (-100%)

Value—

North Reef Capital Management LP

N/A

Shares— from 50,132

Change-50,132 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 42,202

Change-42,202 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 37,682

Change-37,682 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 35,058

Change-35,058 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 30,177

Change-30,177 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 24,682

Change-24,682 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 24,219

Change-24,219 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 23,976

Change-23,976 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 22,311

Change-22,311 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 19,054

Change-19,054 (-100%)

Value—

Hillsdale Investment Management Inc.

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 12,643

Change-12,643 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 10,048

Change-10,048 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 9,615

Change-9,615 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 9,095

Change-9,095 (-100%)

Value—

State Street Corp

N/A

Shares— from 8,700

Change-8,700 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,640

Change-8,640 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 6,350

Change-6,350 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 6,000

Change-6,000 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,548

Change-5,548 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,010

Change-4,010 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,910

Change-2,910 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 1,416

Change-1,416 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,019

Change-1,019 (-100%)

Value—

UBS Group AG

N/A

Shares— from 853

Change-853 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 304

Change-304 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 300

Change-300 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 81

Change-81 (-100%)

Value—

Barclays PLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

FMR LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

	Status
Daytona Street Capital LLC	INCREASED	88,722	79,078	+9,644	+12%	$2.0M	$2.5M	+$445.6K	2026-10-15
Dimensional Fund Advisors LP	INCREASED	52,174	37,178	+14,996	+40%	$948.4K	$1.4M	+$451.6K	2026-11-04
MontVue Capital Management, Inc.	UNCHANGED	13,297	13,297	0	0%	$339.3K	$356.8K	+$17.4K	2026-10-19
Krilogy Financial LLC	DECREASED	12,100	18,900	-6,800	-36%	$482.3K	$328.8K	-$153.6K	2026-10-13
RFG - Bristol Wealth Advisors, LLC	INCREASED	11,430	11,391	+39	+0%	$290.7K	$306.7K	+$16.0K	2026-10-09
Mirae Asset Global Investments Co., Ltd.	UNCHANGED	1,701	1,701	0	0%	$43.4K	$45.6K	+$2.2K	2026-11-03
Farther Finance Advisors, LLC	UNCHANGED	476	476	0	0%	$12.1K	$12.8K	+$623	2026-10-08
Citigroup Inc	NEW	356	—	+356	—	—	$9.6K	—	2026-11-04
SBI Securities Co., Ltd.	UNCHANGED	2	2	0	0%	$51	$54	+$3	2026-10-22
Caitong International Asset Management Co., Ltd	DECREASED	1	4	-3	-75%	$102	$27	-$75	2026-10-29
Plancorp, LLC	CLOSED	0	8,250	-8,250	-100%	$215.4K	$0	-$215.4K	2026-11-03
Fourthstone LLC	N/A	—	334,491	-334,491	-100%	$8.6M	—	—	—
Pettyjohn, Wood & White, Inc	N/A	—	218,859	-218,859	-100%	$5.6M	—	—	—
Vanguard Capital Management LLC	N/A	—	159,256	-159,256	-100%	$4.1M	—	—	—
Captrust Financial Advisors	N/A	—	143,977	-143,977	-100%	$3.7M	—	—	—
North Reef Capital Management LP	N/A	—	50,132	-50,132	-100%	$1.3M	—	—	—
Geode Capital Management, LLC	N/A	—	42,202	-42,202	-100%	$1.1M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	37,682	-37,682	-100%	$961.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	35,058	-35,058	-100%	$894.7K	—	—	—
Renaissance Technologies LLC	N/A	—	30,177	-30,177	-100%	$770.1K	—	—	—
Empowered Funds, LLC	N/A	—	24,682	-24,682	-100%	$629.9K	—	—	—
BlackRock, Inc.	N/A	—	24,219	-24,219	-100%	$618.1K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	23,976	-23,976	-100%	$611.9K	—	—	—
First Manhattan Co. Llc.	N/A	—	22,311	-22,311	-100%	$569.4K	—	—	—
LPL Financial LLC	N/A	—	19,054	-19,054	-100%	$486.2K	—	—	—
Hillsdale Investment Management Inc.	N/A	—	17,000	-17,000	-100%	$433.8K	—	—	—
Acadian Asset Management LLC	N/A	—	12,643	-12,643	-100%	$318	—	—	—
Fiduciary Trust Co	N/A	—	10,048	-10,048	-100%	$256.4K	—	—	—
Marshall Wace, LLP	N/A	—	9,615	-9,615	-100%	$245.4K	—	—	—
Northern Trust Corp	N/A	—	9,095	-9,095	-100%	$232.1K	—	—	—
State Street Corp	N/A	—	8,700	-8,700	-100%	$222.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,640	-8,640	-100%	$220.5K	—	—	—
Wells Fargo & Company	N/A	—	6,350	-6,350	-100%	$162.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	6,000	-6,000	-100%	$153.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,548	-5,548	-100%	$141.6K	—	—	—
Morgan Stanley	N/A	—	4,010	-4,010	-100%	$102.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,910	-2,910	-100%	$74.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	1,416	-1,416	-100%	$36.1K	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,019	-1,019	-100%	$25.2K	—	—	—
UBS Group AG	N/A	—	853	-853	-100%	$21.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	304	-304	-100%	$7.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	300	-300	-100%	$7.4K	—	—	—
JPMorgan Chase & Co	N/A	—	81	-81	-100%	$2.0K	—	—	—
Barclays PLC	N/A	—	15	-15	-100%	$383	—	—	—
FMR LLC	N/A	—	5	-5	-100%	$128	—	—	—

Showing 45 of 45 institutions