Institutional Ownership
Bank Of The James Finl Gp In
CUSIP 470299108COMBOTJQ1 2026
Institutional Holders
24
13F filers
Shares Held
1.16M
Aggregate institutional
Institutional Value
$23.94M
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased7
Decreased7
Sold out3
Institutional Holders
24 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 385.5K | $7.94M | +63.6K | Added |
| 2 | Pettyjohn, Wood & White, Inc | 224.3K | $4.62M | −27.1K | Reduced |
| 3 | Daytona Street Capital LLC | 157.1K | $3.22M | −743 | Reduced |
| 4 | Captrust Financial Advisors | 147.3K | $3.03M | +5.4K | Added |
| 5 | Bridgeway Capital Management, LLC | 36.2K | $746.5K | 0 | Held |
| 6 | Geode Capital Management, LLC | 35.5K | $730.6K | −5.2K | Reduced |
| 7 | Dimensional Fund Advisors LP | 33.5K | $689.3K | +731 | Added |
| 8 | Krilogy Financial LLC | 28.9K | $653.4K | −2.0K | Reduced |
| 9 | Empowered Funds, LLC | 23.2K | $478.7K | +23.2K | New |
| 10 | First Manhattan Co. LLC. | 22.3K | $459.6K | 0 | Held |
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