§ EQUITY
USDBOTJ
BANK OF THE JAMES FINANCIAL
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
30 increased/new, 9 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fourthstone LLC | 385K | 1.3% | +20% |
| PETTYJOHN, WOOD & WHITE, INC | 224K | 0.7% | −11% |
| VANGUARD CAPITAL MANAGEMENT LLC | 160K | n/a | n/a |
| Daytona Street Capital LLC | 157K | 2.5% | −0% |
| CAPTRUST FINANCIAL ADVISORS | 147K | 0.0% | +4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 36K | 0.0% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for BOTJ as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER92.2% · 18 holders
PASSIVE / INDEX3.1% · 2 holders
QUALITY / COMPOUNDER2.2% · 2 holders
DEEP VALUE1.5% · 1 holder
DEALER / BANK1.1% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BOTJ in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BOTJ yet.