Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

BANK OF THE JAMES FINANCIAL GROUP INC

CIK 0001275101BOTJ· quarter ending 2026-06-30

Shares outstanding

4,543,338

as of 2026-08-12 · 10-Q cover page, filed 2026-08-12

Held by 13F filers

1,440,905

31.7% of shares outstanding

Holders

+17 vs 2026-03-31 · 17 new, 0 exited

Value

$36.8M

shares +6.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-08-12)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BOTJ · NASDAQ	4,543,338	1,440,905	31.7%	44	470299108

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	470299108	COM	44	1,440,905	4,543,338	31.7%	$36.8M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (44 of 44 · 470299108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Fourthstone LLC	334,491	7.36%	$8.6M	-51,007 (-13.2%)
2	PETTYJOHN, WOOD & WHITE, INC	218,859	4.82%	$5.6M	-5,400 (-2.4%)
3	VANGUARD CAPITAL MANAGEMENT LLC	159,256	3.51%	$4.1M	-516 (-0.3%)
4	CAPTRUST FINANCIAL ADVISORS	143,977	3.17%	$3.7M	-3,333 (-2.3%)
5	Daytona Street Capital LLC	79,078	1.74%	$2.0M	-78,045 (-49.7%)
6	North Reef Capital Management LP	50,132	1.10%	$1.3M	NEW
7	GEODE CAPITAL MANAGEMENT, LLC	42,202	0.93%	$1.1M	+6,747 (+19.0%)
8	BRIDGEWAY CAPITAL MANAGEMENT, LLC	37,682	0.83%	$962K	+1,444 (+4.0%)
9	DIMENSIONAL FUND ADVISORS LP	37,178	0.82%	$948K	+3,720 (+11.1%)
10	SUSQUEHANNA INTERNATIONAL GROUP, LLP	35,058	0.77%	$895K	NEW
11	RENAISSANCE TECHNOLOGIES LLC	30,177	0.66%	$770K	NEW
12	Empowered Funds, LLC	24,682	0.54%	$630K	+1,444 (+6.2%)
13	BlackRock, Inc.	24,219	0.53%	$618K	+13,422 (+124.3%)
14	VANGUARD FIDUCIARY TRUST CO	23,976	0.53%	$612K	-1,861 (-7.2%)
15	FIRST MANHATTAN CO. LLC.	22,311	0.49%	$569K	—
16	LPL Financial LLC	19,054	0.42%	$486K	+4,734 (+33.1%)
17	Krilogy Financial LLC	18,900	0.42%	$482K	-10,000 (-34.6%)
18	Hillsdale Investment Management Inc.	17,000	0.37%	$434K	NEW
19	MontVue Capital Management, Inc.	13,297	0.29%	$339K	+770 (+6.1%)
20	ACADIAN ASSET MANAGEMENT LLC	12,643	0.28%	$318K	+10,613 (+522.8%)
21	RFG - Bristol Wealth Advisors, LLC	11,391	0.25%	$291K	+47 (+0.4%)
22	Fiduciary Trust Co	10,048	0.22%	$256K	NEW
23	MARSHALL WACE, LLP	9,615	0.21%	$245K	NEW
24	NORTHERN TRUST CORP	9,095	0.20%	$232K	NEW
25	STATE STREET CORP	8,700	0.19%	$222K	NEW
26	ENVESTNET ASSET MANAGEMENT INC	8,640	0.19%	$220K	NEW
27	Plancorp, LLC	8,250	0.18%	$215K	NEW
28	WELLS FARGO & COMPANY/MN	6,350	0.14%	$162K	+7 (+0.1%)
29	Atlantic Union Bankshares Corp	6,000	0.13%	$153K	—
30	OSAIC HOLDINGS, INC.	5,548	0.12%	$142K	NEW
31	MORGAN STANLEY	4,010	0.09%	$102K	-16 (-0.4%)
32	Vanguard Global Advisers, LLC	2,910	0.06%	$74K	-1,921 (-39.8%)
33	Mirae Asset Global Investments Co., Ltd.	1,701	0.04%	$43K	NEW
34	LOS ANGELES CAPITAL MANAGEMENT LLC	1,416	0.03%	$36K	NEW
35	Russell Investments Group, Ltd.	1,019	0.02%	$25K	NEW
36	UBS Group AG	853	0.02%	$22K	+793 (+1321.7%)
37	Farther Finance Advisors, LLC	476	0.01%	$12K	—
38	Tower Research Capital LLC (TRC)	304	0.01%	$8K	+161 (+112.6%)
39	JONES FINANCIAL COMPANIES LLLP	300	0.01%	$7K	—
40	JPMORGAN CHASE & CO	81	0.00%	$2K	NEW
41	BARCLAYS PLC	15	0.00%	$383	NEW
42	FMR LLC	5	0.00%	$128	—
43	Caitong International Asset Management Co., Ltd	4	0.00%	$102	NEW
44	SBI Securities Co., Ltd.	2	0.00%	$51	—

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Fourthstone GP LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	77,416	1.7%
Fourthstone LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	334,491	7.36%
Fourthstone Master Opportunity Fund Ltd	SCHEDULE 13G/A	2026-08-14	2026-06-30	257,075	5.66%
Fourthstone QP Opportunity Fund LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	70,572	1.55%
Fourthstone Small-Cap Financials Fund LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	6,844	0.15%
L. Phillip Stone, IV	SCHEDULE 13G/A	2026-08-14	2026-06-30	334,491	7.36%
PETTYJOHN, WOOD & WHITE, INC	SCHEDULE 13G/A	2026-05-15	2026-03-31	224,259	4.9%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.