27 tracked 13F filers disclose a position in BOTJ as of the latest SEC 13F filings, a combined $24.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | $7.9M | 385K | ▲+20% Added · +64K sh | Q1 2026 | |
| 2 | PETTYJOHN, WOOD & WHITE, INC | $4.6M | 224K | ▼−11% Reduced · −27K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | 160K | →First observed position No prior filed position | Q1 2026 | |
| 4 | Daytona Street Capital LLC | $2.0M | 79K | ▼−50% Reduced · −78K sh | Q2 2026 | |
| 5 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $747K | 36K | —Held | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $731K | 35K | ▼−13% Reduced · −5K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $689K | 33K | ▲+2.2% Added · +731 sh | Q1 2026 | |
| 8 | Krilogy Financial LLC | $653K | 29K | ▼−6.5% Reduced · −2K sh | Q1 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $532K | 26K | →First observed position No prior filed position | Q1 2026 | |
| 10 | Empowered Funds, LLC | $479K | 23K | ▲New +23K sh | Q1 2026 | |
| 11 | FIRST MANHATTAN CO. LLC. | $460K | 22K | —Held | Q1 2026 | |
| 12 | LPL Financial LLC | $295K | 14K | —Held | Q1 2026 | |
| 13 | MontVue Capital Management, Inc. | $339K | 13K | ▲+6.1% Added · +770 sh | Q2 2026 | |
| 14 | RFG - Bristol Wealth Advisors, LLC | $291K | 11K | ▲+0.4% Added · +47 sh | Q2 2026 | |
| 15 | BlackRock, Inc. | $222K | 11K | ▲+3.0% Added · +312 sh | Q1 2026 | |
| 16 | STATE STREET CORP | $222K | 9K | ▲New +9K sh | Q2 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $131K | 6K | ▲~0% Added · +1 sh | Q1 2026 | |
| 18 | Atlantic Union Bankshares Corp | $124K | 6K | —Held | Q1 2026 | |
| 19 | Vanguard Global Advisers, LLC | $100K | 5K | →First observed position No prior filed position | Q1 2026 | |
| 20 | MORGAN STANLEY | $83K | 4K | ▲~0% Added · +1 sh | Q1 2026 | |
| 21 | Farther Finance Advisors, LLC | $10K | 476 | —Held | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $6K | 300 | —Held | Q1 2026 | |
| 23 | Tower Research Capital LLC (TRC) | $3K | 143 | ▼−59% Reduced · −202 sh | Q1 2026 | |
| 24 | UBS Group AG | $1K | 60 | ▼−29% Reduced · −25 sh | Q1 2026 | |
| 25 | FMR LLC | $103 | 5 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in BOTJ and 2 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 9 funds | $1.1B |
| MICROSOFT CORPMSFT | 9 funds | $675.4M |
| ALPHABET INC-CL AGOOGL | 9 funds | $609.7M |
| AMAZON.COM INCAMZN | 9 funds | $526.5M |
| ALPHABET INC-CL CGOOG | 9 funds | $335.3M |
| TESLA INCTSLA | 9 funds | $322.7M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $317.1M |
| JPMORGAN CHASE & COJPM | 9 funds | $281.9M |
| CHEVRON CORPCVX | 9 funds | $258.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $242.5M |
| BANK OF AMERICA CORPBAC | 9 funds | $116.8M |
| VERIZON COMMUNICATIONS INCVZ | 9 funds | $114.7M |
Ranked by how many of BOTJ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 7, 2026 | JAMERSON PHILLIP C | Director | Buy (P) | 1K | $23K |
| May 7, 2026 | ADDISON LEWIS C | Director | Buy (P) | 82 | $2K |
| May 6, 2026 | BRYANT WILLIAM C III | Director | Buy (P) | 1K | $24K |
| Feb 20, 2026 | CHAPMAN ROBERT R | President, Director | Buy (P) | 1K | $25K |
| Feb 19, 2026 | BRYANT WILLIAM C III | Director | Buy (P) | 600 | $12K |
| Feb 12, 2026 | BRYANT WILLIAM C III | Director | Buy (P) | 396 | $8K |
| Feb 10, 2026 | ADDISON LEWIS C | Director | Buy (P) | 93 | $2K |
| Nov 25, 2025 | JAMERSON PHILLIP C | Director | Buy (P) | 100 | $2K |
| Nov 24, 2025 | JAMERSON PHILLIP C | Director | Buy (P) | 1K | $17K |
| Nov 18, 2025 | JAMERSON PHILLIP C | Director | Buy (P) | 589 | $10K |
| Nov 17, 2025 | ADDISON LEWIS C | Director | Buy (P) | 113 | $2K |
| Nov 17, 2025 | BRYANT WILLIAM C III | Director | Buy (P) | 59 | $988 |
Connected entities for BOTJ
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BOTJ/capital-change-brief"
Use Arkolith's capital_change_brief for BOTJ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BOTJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.