BANK OF THE JAMES FINL GP IN COM is a security (CUSIP 470299108) tracked across SEC portfolio filings. 30 institutional managers reported $26.6M on Form 13F as of 2026-06-30; 2 registered fund positions totaling $996K via N-PORT as of 2026-03-31.
Showing 15 of 30 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Fourthstone LLC | ST LOUIS, MO | $7.9M | 385,498 |
| PETTYJOHN, WOOD & WHITE, INC | LYNCHBURG, VA | $4.6M | 224,259 |
| VANGUARD GROUP INC | Valley Forge, PA | $3.4M | 185,154 |
| CAPTRUST FINANCIAL ADVISORS | RALEIGH, NC | $3.0M | 147,310 |
| Daytona Street Capital LLC | SAINT LOUIS, MO | $2.0M | 79,078 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | HOUSTON, TX | $747K | 36,238 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $731K | 35,455 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $689K | 33,458 |
| Krilogy Financial LLC | ST. LOUIS, MO | $482K | 18,900 |
| Empowered Funds, LLC | HAVERTOWN, PA | $479K | 23,238 |
| FIRST MANHATTAN CO. LLC. | New York, NY | $460K | 22,311 |
| MontVue Capital Management, Inc. | Lynchburg, VA | $339K | 13,297 |
| LPL Financial LLC | FORT MILL, SC | $295K | 14,320 |
| RFG - Bristol Wealth Advisors, LLC | TAUNTON, MA | $291K | 11,391 |
| BlackRock, Inc. | New York, NY | $222K | 10,797 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $927K | 0.11% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $70K | 0.01% |