BOTJ
Bank of the James Financial Group Inc
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Bank of the James Financial Group Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No thesis.
Bank of the James Financial Group Inc
24.23
+0.56 · +2.38%
post 24.20 −0.13%
Largest filed tie
—
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | FourthstoneFourthstone | $8.6M | 23.35% | −13.23% | |
| 2 | Pettyjohn, Wood & WhitePettyjohn, Wood & White | $5.6M | 15.17% | −2.41% | |
| 3 | Vanguard Capital ManagementVanguardindex-like | $4.1M | 11.04% | −0.32% | |
| 4 | Captrust Financial AdvisorsCaptrust Financial | $3.7M | 9.98% | −2.26% | |
| 5 | Daytona Street CapitalDaytona Street Capital | $2.0M | 5.45% | −49.67% | |
| 6 | North Reef Capital ManagementNorth Reef | $1.3M | 3.47% | new | |
| 7 | Geode Capital ManagementGeodeindex-like | $1.1M | 2.93% | +19.03% | |
| 8 | Bridgeway Capital ManagementBridgeway | $961,645 | 2.61% | +3.98% | |
| 9 | Dimensional Fund AdvisorsDimensional | $948,356 | 2.58% | +11.12% | |
| 10 | Susquehanna International GroupSusquehanna International | $894,680 | 2.43% | new | |
| 11 | Renaissance TechnologiesRenaissance Technologies | $770,117 | 2.09% | new | |
| 12 | Empowered FundsEmpowered Funds | $629,885 | 1.71% | +6.21% | |
| 13 | BlackRockBlackRockindex-like | $618,069 | 1.68% | +124.31% | |
| 14 | Vanguard Fiduciary TrustVanguard Fiduciary Trustindex-like | $611,868 | 1.66% | −7.20% | |
| 15 | First ManhattanFirst Manhattan | $569,377 | 1.55% | 0.00% | |
| 16 | LPL FinancialLPL Financial | $486,248 | 1.32% | +33.06% | |
| 17 | Krilogy FinancialKrilogy Financial | $482,328 | 1.31% | −34.60% | |
| 18 | Hillsdale Investment ManagementHillsdale | $433,840 | 1.18% | new | |
| 19 | MontVue Capital ManagementMontVue | $339,340 | 0.92% | +6.15% | |
| 20 | Acadian Asset ManagementAcadian | $323,000 | 0.88% | +522.81% | |
| 21 | RFG - Bristol Wealth AdvisorsRFG - Bristol Wealth | $290,698 | 0.79% | +0.41% | |
| 22 | Fiduciary TrustFiduciary Trust | $256,425 | 0.70% | new | |
| 23 | Marshall WaceMarshall Wace | $245,375 | 0.67% | new | |
| 24 | Northern TrustNorthern Trustindex-like | $232,104 | 0.63% | new | |
| 25 | State StreetState Streetindex-like | $222,024 | 0.60% | new |
44 managers report $36.8M of Bank of the James Financial on form 13F for the quarter ended Jun 30 '26. 11 of them hold 80% of it; Fourthstone is largest at 23.35%.
Expected move
No implied move.
No implied move.
No implied move.