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BANK OF THE JAMES FINANCIAL GROUP INC hedge fund holdings

BOTJNASDAQ
$27.30+0.10 (+0.37%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

BOTJ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+76.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202565$779K$416K25Aug 14, 2025
Q3 202545$1.69M$207K23Nov 14, 2025
Q4 202553$850K$511K27Feb 14, 2026
Q1 202628$1.92M$845K27May 15, 2026
Q2 2026255$5.87M$3.88M45Aug 14, 2026

Quarterly action breakdown

Q2 2026
45 filers
New position
16
$4.75M+186K sh
Increased
9
$1.12M+43.9K sh
Reduced
5
-$3.88M-152K sh
Out / sold
0
$00 sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Daytona Street Capital LLCReduce 49.67%-$1.98M$2.01M1.46%Aug 3, 2026
Fourthstone LLCReduce 13.23%-$1.31M$8.6M6.12%Aug 14, 2026
North Reef Capital Management LPNew Buy+$1.28M$1.28M0.05%Aug 14, 2026
Fiduciary Trust CoNew Buy+$256K$256K0.00%Aug 13, 2026
Krilogy Financial LLCReduce 34.60%-$255K$482K0.01%Jul 27, 2026
Plancorp, LLCNew Buy+$215K$215K0.01%Jul 14, 2026
Pettyjohn, Wood & White, IncReduce 2.41%-$138K$5.59M0.81%Aug 12, 2026
Empowered Funds, LLCAdded 6.21%+$36.9K$630K0.00%Aug 17, 2026
MontVue Capital Management, Inc.Added 6.15%+$19.7K$339K0.20%Jul 27, 2026
RFG - Bristol Wealth Advisors, LLCAdded 0.41%+$1.2K$291K0.07%Jul 27, 2026

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