Bank of the James Financial Group Inc
BOTJ- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001275101
In the last 90 days, Bank of the James Financial Group Inc insiders filed 4 open-market purchases and 0 sales; 44 institutions reported holding it in 13F filings for Q2 2026, worth $36.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Bank of the James Financial Group Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 44
- +17 vs. Q1 2026
- Shares held
- 1.44M
- +88.3K (+6.5%) vs. Q1 2026
- Total value
- $36.8M
- +$8.92M (+32.0%) vs. Q1 2026
- New holders
- 17
- 12 more added
- Sold out
- 0
- 9 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BOTJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 44 | $36.8M |
| Q1 2026 | 27 | $27.9M |
| Q4 2025 | 27 | $24.1M |
| Q3 2025 | 24 | $17.9M |
| Q2 2025 | 25 | $14.7M |
| Q1 2025 | 26 | $15.1M |
| Q4 2024 | 24 | $16.2M |
| Q3 2024 | 23 | $13.6M |
| Q2 2024 | 20 | $10.4M |
| Q1 2024 | 20 | $10.3M |
| Q4 2023 | 19 | $10.3M |
| Q3 2023 | 18 | $8.50M |
| Q2 2023 | 22 | $7.68M |
| Q1 2023 | 24 | $9.21M |
| Q4 2022 | 25 | $12.2M |
| Q3 2022 | 23 | $14.9M |
| Q2 2022 | 24 | $17.0M |
| Q1 2022 | 24 | $20.6M |
| Q4 2021 | 22 | $21.4M |
| Q3 2021 | 21 | $20.2M |
| Q2 2021 | 24 | $22.4M |
| Q1 2021 | 25 | $19.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 334,491 | $8.60M | 6.12% | −51,007−13.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 218,859 | $5.59M | 0.81% | −5,400−2.4% | Reduced |
| Vanguard Capital Management LLC | 159,256 | $4.06M | 0.00% | −516−0.3% | Reduced |
| Captrust Financial Advisors | 143,977 | $3.67M | 0.01% | −3,333−2.3% | Reduced |
| Daytona Street Capital LLC | 79,078 | $2.01M | 1.46% | −78,045−49.7% | Reduced |
| North Reef Capital Management LP | 50,132 | $1.28M | 0.05% | +50,132 | New |
| Geode Capital Management, LLC | 42,202 | $1.08M | 0.00% | +6,747+19.0% | Added |
| Bridgeway Capital Management, LLC | 37,682 | $961.6K | 0.02% | +1,444+4.0% | Added |
| Dimensional Fund Advisors LP | 37,178 | $948.4K | 0.00% | +3,720+11.1% | Added |
| Susquehanna International Group, LLP | 35,058 | $894.7K | 0.00% | +35,058 | New |
| Renaissance Technologies LLC | 30,177 | $770.1K | 0.00% | +30,177 | New |
| Empowered Funds, LLC | 24,682 | $629.9K | 0.00% | +1,444+6.2% | Added |
| BlackRock, Inc. | 24,219 | $618.1K | 0.00% | +13,422+124.3% | Added |
| Vanguard Fiduciary Trust Co | 23,976 | $611.9K | 0.00% | −1,861−7.2% | Reduced |
| First Manhattan Co | 22,311 | $569.4K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 19,054 | $486.2K | 0.00% | +4,734+33.1% | Added |
| Krilogy Financial LLC | 18,900 | $482.3K | 0.01% | −10,000−34.6% | Reduced |
| Hillsdale Investment Management Inc. | 17,000 | $433.8K | 0.01% | +17,000 | New |
| MontVue Capital Management, Inc. | 13,297 | $339.3K | 0.20% | +770+6.1% | Added |
| Acadian Asset Management LLC | 12,643 | $318.0K | 0.00% | +10,613+522.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 11,391 | $290.7K | 0.07% | +47+0.4% | Added |
| Fiduciary Trust Co | 10,048 | $256.4K | 0.00% | +10,048 | New |
| Marshall Wace, LLP | 9,615 | $245.4K | 0.00% | +9,615 | New |
| Northern Trust Corp | 9,095 | $232.1K | 0.00% | +9,095 | New |
| State Street Corp | 8,700 | $222.0K | 0.00% | +8,700 | New |
| Envestnet Asset Management Inc | 8,640 | $220.5K | 0.00% | +8,640 | New |
| Plancorp, LLC | 8,250 | $215.4K | 0.01% | +8,250 | New |
| Wells Fargo & Company | 6,350 | $162.1K | 0.00% | +7+0.1% | Added |
| Atlantic Union Bankshares Corp | 6,000 | $153.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,548 | $141.6K | 0.00% | +5,548 | New |
| Morgan Stanley | 4,010 | $102.3K | 0.00% | −16−0.4% | Reduced |
| Vanguard Global Advisers, LLC | 2,910 | $74.3K | 0.00% | −1,921−39.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,701 | $43.4K | 0.00% | +1,701 | New |
| Los Angeles Capital Management LLC | 1,416 | $36.1K | 0.00% | +1,416 | New |
| Russell Investments Group, Ltd. | 1,019 | $25.2K | 0.00% | +1,019 | New |
| UBS Group AG | 853 | $21.8K | 0.00% | +793+1,321.7% | Added |
| Farther Finance Advisors, LLC | 476 | $12.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 304 | $7.76K | 0.00% | +161+112.6% | Added |
| Jones Financial Companies LLLP | 300 | $7.35K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 81 | $2.00K | 0.00% | +81 | New |
| Barclays PLC | 15 | $383 | 0.00% | +15 | New |
| FMR LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $102 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 2 | $51 | 0.00% | 00.0% | Unchanged |