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 2021
Institutional positions in Bank of the James Financial Group Inc as of Jun 30, 2021. 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
- 24
- −1 vs. Q1 2021
- Shares held
- 1.40M
- +47.8K (+3.5%) vs. Q1 2021
- Total value
- $22.4M
- +$3.03M (+15.6%) vs. Q1 2021
- New holders
- 1
- 17 more added
- Sold out
- 2
- 2 more reduced
Compare with Q1 2021: 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 | $10.1M |
| 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 2021
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 45 | $1.00K | 0.00% | +22+95.7% | Added |
| NEXT Financial Group, Inc | 110 | $2.00K | 0.00% | +10+10.0% | Added |
| UBS Group AG | 183 | $3.00K | 0.00% | +80+77.7% | Added |
| Panagora Asset Management Inc | 196 | $3.00K | 0.00% | +196 | New |
| Tower Research Capital LLC (TRC) | 281 | $4.00K | 0.00% | +168+148.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 779 | $12.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,441 | $23.0K | 0.00% | +1+0.1% | Added |
| Acadian Asset Management LLC | 2,139 | $34.0K | 0.00% | +193+9.9% | Added |
| Thompson Siegel & Walmsley LLC | 4,400 | $70.0K | 0.00% | +400+10.0% | Added |
| Wells Fargo & Company | 6,992 | $111.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 11,285 | $181.0K | 0.00% | +9,681+603.6% | Added |
| Dimensional Fund Advisors LP | 12,591 | $201.0K | 0.00% | +1,889+17.7% | Added |
| Renaissance Technologies LLC | 13,080 | $209.0K | 0.00% | +2,680+25.8% | Added |
| First Manhattan Co | 16,711 | $267.0K | 0.00% | +4,219+33.8% | Added |
| Truist Financial Corp | 20,563 | $329.0K | 0.00% | +29+0.1% | Added |
| BHZ Capital Management, LP | 25,871 | $414.0K | 0.15% | 00.0% | Unchanged |
| Salzhauer Michael | 36,484 | $584.0K | 0.29% | 00.0% | Unchanged |
| Captrust Financial Advisors | 86,213 | $1.39M | 0.01% | +30.0% | Added |
| Vanguard Group Inc | 104,030 | $1.66M | 0.00% | +91,483+729.1% | Added |
| Maltese Capital Management LLC | 130,240 | $2.08M | 0.33% | +11,840+10.0% | Added |
| Pettyjohn, Wood & White, Inc | 175,855 | $2.81M | 0.63% | +15,987+10.0% | Added |
| Eidelman Virant Capital | 203,057 | $3.23M | 1.25% | −7,392−3.5% | Reduced |
| Banc Funds Co LLC | 233,341 | $3.73M | 0.27% | +17,407+8.1% | Added |
| Basswood Capital Management, L.L.C. | 317,110 | $5.07M | 0.21% | −91,633−22.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −7,206−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −2,289−100.0% | Sold out |