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Bank Of The James Financial Group Inc: which funds bought and sold

Institutions that bought and sold Bank Of The James Financial Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 30 institutions that filed 13F reports for both quarters added to or opened positions in Bank Of The James Financial Group, and 9 cut or closed them. Together they added a net 89K shares, +6.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 103K shares (+170.7%); index fund managers were net buyers of 36K shares (+15.3%). 18 opened a new position and 0 sold out entirely.

Bought, Q2 2026 30 institutions, 18 of them new holders Sold, Q2 2026 9 institutions, 0 of them sold out
Net change, all compared +89K shares (+6.5%)
Net change, active managers +103K shares (+170.7%), 6 bought, 0 sold

Buyers versus sellers

institutions compared, 45
Active managers and hedge funds 6 bought · 0 sold · +103K
Index fund managers 4 bought · 2 sold · +36K
Other institutions 20 bought · 7 sold · −50K

Biggest buyers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
North Reef Capital Management LP Hedge fund +50K New position 50K $1.3M
Susquehanna International Group, LLP +35K New position 35K $894,680
Renaissance Technologies LLC Hedge fund +30K New position 30K $770,117
Hillsdale Investment Management Inc. +17K New position 17K $433,840
Blackrock, Inc. Index funds +13K +124.3% 24K $618,069
Acadian Asset Management LLC Active manager +11K +522.8% 13K $318,000
Fiduciary Trust Co +10K New position 10K $256,425
Marshall Wace, LLP Hedge fund +9,615 New position 9,615 $245,375
Northern Trust Corp Index funds +9,095 New position 9,095 $232,104
State Street Corp Index funds +8,700 New position 8,700 $222,024
Envestnet Asset Management Inc +8,640 New position 8,640 $220,491
Plancorp, LLC +8,250 New position 8,250 $215,408
Geode Capital Management, LLC Index funds +6,747 +19.0% 42K $1.1M
Osaic Holdings, Inc. +5,548 New position 5,548 $141,585
LPL Financial LLC +4,734 +33.1% 19K $486,248
Dimensional Fund Advisors LP +3,720 +11.1% 37K $948,356
Mirae Asset Global Investments Co., Ltd. +1,701 New position 1,701 $43,410
Bridgeway Capital Management, LLC Active manager +1,444 +4.0% 38K $961,645
Empowered Funds, LLC +1,444 +6.2% 25K $629,885
Los Angeles Capital Management LLC Active manager +1,416 New position 1,416 $36,136

Biggest sellers

by change in shares held
Institution Change in shares Shares June 30, 2026 Value
Daytona Street Capital LLC −78K −49.7% 79K $2M
Fourthstone LLC −51K −13.2% 334K $8.6M
Krilogy Financial LLC −10K −34.6% 19K $482,328
Pettyjohn, Wood & White, Inc −5,400 −2.4% 219K $5.6M
Captrust Financial Advisors −3,333 −2.3% 144K $3.7M
Vanguard Global Advisers, LLC −1,921 −39.8% 2,910 $74,263
Vanguard Fiduciary Trust Co Index funds −1,861 −7.2% 24K $611,868
Vanguard Capital Management LLC Index funds −516 −0.3% 159K $4.1M
Morgan Stanley −16 −0.4% 4,010 $102,338

New positions

largest by value
InstitutionSharesValue June 30, 2026
North Reef Capital Management LPHedge fund 50K $1.3M
Susquehanna International Group, LLP 35K $894,680
Renaissance Technologies LLCHedge fund 30K $770,117
Hillsdale Investment Management Inc. 17K $433,840
Fiduciary Trust Co 10K $256,425
Marshall Wace, LLPHedge fund 9,615 $245,375
Northern Trust CorpIndex funds 9,095 $232,104
State Street CorpIndex funds 8,700 $222,024
Envestnet Asset Management Inc 8,640 $220,491
Plancorp, LLC 8,250 $215,408

Sold out

largest by value
InstitutionSharesValue March 31, 2026
No institution sold its whole holding.

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
45
Ten largest holders
79.0%
of 13F-reported shares
Index fund managers
18.6%
of 13F-reported shares
Active managers and hedge funds
11.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 6 0 4 0 +103K +170.7%
Index fund managers 4 2 2 0 +36K +15.3%
Other institutions 20 7 12 0 −50K −4.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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