BOTJ — BANK OF THE JAMES FINL GP IN
As of Q2 2026, 10 SEC-registered investment managers reported holding BOTJ (BANK OF THE JAMES FINL GP IN) in their latest 13F filings, with a combined reported value of $3.23M across 126.61K shares. That is +123.3% by share count (+69.92K shares) versus the previous quarter, while reported value moved +176.7%. Ownership is concentrated: the five largest holders account for 91.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 3 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BOTJ is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 42.20K | $1.08M | 0.00% | Add |
| Renaissance Technologies history | 30.18K | $770.12K | 0.00% | New |
| BlackRock Inc history | 24.22K | $618.07K | 0.00% | Add |
| Marshall Wace history | 9.62K | $245.38K | 0.00% | New |
| Northern Trust Corp history | 9.10K | $232.10K | 0.00% | New |
| Wells Fargo & Co history | 6.35K | $162.06K | 0.00% | Hold |
| Morgan Stanley history | 4.01K | $102.34K | 0.00% | Hold |
| UBS Group AG history | 853 | $21.77K | 0.00% | Add |
| JPMorgan Chase & Co history | 81 | $2.00K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 5 | $128 | 0.00% | Hold |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Geode Capital Management history | 35.45K | $730.61K | 0.00% | Reduce |
| BlackRock Inc history | 10.80K | $222.42K | 0.00% | Add |
| Wells Fargo & Co history | 6.34K | $130.66K | 0.00% | Hold |
| Morgan Stanley history | 4.03K | $82.94K | 0.00% | Hold |
| UBS Group AG history | 60 | $1.24K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5 | $103 | 0.00% | Hold |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 185.15K | $3.44M | 0.00% | Hold |
| Geode Capital Management history | 40.67K | $755.85K | 0.00% | Reduce |
| BlackRock Inc history | 10.48K | $194.81K | 0.00% | Add |
| Wells Fargo & Co history | 6.34K | $117.83K | 0.00% | Hold |
| Morgan Stanley history | 4.03K | $74.80K | 0.00% | Hold |
| UBS Group AG history | 85 | $1.58K | 0.00% | New |
| Citigroup Inc history | 46 | $855 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 5 | $93 | 0.00% | Hold |
| Bank of America Corp history | 4 | $74 | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 185.15K | $2.89M | 0.00% | Reduce |
| Geode Capital Management history | 40.95K | $639.06K | 0.00% | Add |
| BlackRock Inc history | 10.08K | $157.20K | 0.00% | Add |
| Wells Fargo & Co history | 6.34K | $98.94K | 0.00% | Hold |
| Morgan Stanley history | 4.03K | $62.80K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5 | $78 | 0.00% | Hold |
| Bank of America Corp history | 4 | $62 | 0.00% | Reduce |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 192.59K | $2.71M | 0.00% | Hold |
| Geode Capital Management history | 39.99K | $562.86K | 0.00% | Hold |
| BlackRock Inc history | 9.81K | $137.89K | 0.00% | Reduce |
| Wells Fargo & Co history | 6.34K | $89.18K | 0.00% | Hold |
| Morgan Stanley history | 3.58K | $50.41K | 0.00% | Add |
| Bank of America Corp history | 40 | $562 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5 | $70 | 0.00% | New |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 192.59K | $2.85M | 0.00% | Hold |
| Geode Capital Management history | 39.89K | $589.79K | 0.00% | Add |
| Renaissance Technologies history | 11.48K | $169.63K | 0.00% | New |
| BlackRock Inc history | 10.47K | $154.69K | 0.00% | Add |
| Wells Fargo & Co history | 6.34K | $93.75K | 0.00% | Hold |
| UBS Group AG history | 3.04K | $44.89K | 0.00% | New |
| Morgan Stanley history | 1.58K | $23.44K | 0.00% | Hold |
| Bank of America Corp history | 33 | $488 | 0.00% | Add |
New Positions (Q2 2026)
- Renaissance Technologies 30.18K sh · $770.12K
- Marshall Wace 9.62K sh · $245.38K
- Northern Trust Corp 9.10K sh · $232.10K
- JPMorgan Chase & Co 81 sh · $2.00K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 13 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | 42.20K | 35.45K | 40.67K | 40.95K | 39.99K | 39.89K | 38.32K | 38.40K | 41.24K | 38.67K | 38.67K | 38.67K | 38.64K | 38.64K | 38.64K | 38.72K | — | — | — | — |
| Renaissance Technologies | 30.18K | — | — | — | — | 11.48K | — | — | — | — | — | — | — | — | 10.38K | — | 14.28K | 16.98K | 17.58K | 14.18K |
| BlackRock Inc | 24.22K | 10.80K | 10.48K | 10.08K | 9.81K | 10.47K | 10.36K | 10.36K | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | 9.62K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 9.10K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 6.35K | 6.34K | 6.34K | 6.34K | 6.34K | 6.34K | 6.34K | 6.34K | 6.34K | 6.37K | 6.38K | 6.37K | 6.37K | 6.37K | 6.37K | 6.37K | 6.37K | 6.37K | 6.37K | 7.37K |
| Morgan Stanley | 4.01K | 4.03K | 4.03K | 4.03K | 3.58K | 1.58K | 1.58K | 1.58K | 1.58K | 1.58K | 1.58K | 1.58K | 1.58K | 1.58K | 1.58K | 1.58K | 2.64K | 1.58K | 1.58K | 1.59K |
| UBS Group AG | 853 | 60 | 85 | — | — | 3.04K | — | 582 | — | 613 | — | — | 110 | 317 | 29 | — | — | 461 | 355 | — |
| JPMorgan Chase & Co | 81 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 5 | 5 | 5 | 5 | 5 | — | — | — | — | — | — | — | — | 20 | 20 | 20 | 20 | — | — | — |
| Bank of America Corp | — | — | 4 | 4 | 40 | 33 | 32 | 45 | 32 | — | 2 | — | — | — | 4 | — | — | — | — | — |
| Citigroup Inc | — | — | 46 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | — | — | 185.15K | 185.15K | 192.59K | 192.59K | 192.59K | 192.59K | 192.59K | 192.59K | 144.69K | 144.68K | 135.89K | 78.39K | 78.19K | 78.10K | 78.10K | 78.10K | 78.10K | 78.36K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details