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, Q1 2022
Institutional positions in Bank of the James Financial Group Inc as of Mar 31, 2022. 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
- +3 vs. Q4 2021
- Shares held
- 1.39M
- +631 (0.0%) vs. Q4 2021
- Total value
- $20.6M
- −$844.0K (−3.9%) vs. Q4 2021
- New holders
- 3
- 4 more added
- Sold out
- 0
- 9 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 35 | $0 | 0.00% | +35 | New |
| Tower Research Capital LLC (TRC) | 506 | $7.00K | 0.00% | −86−14.5% | Reduced |
| UBS Group AG | 461 | $7.00K | 0.00% | +106+29.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 550 | $8.00K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,584 | $24.0K | 0.00% | −1−0.1% | Reduced |
| IFP Advisors, Inc | 1,642 | $26.0K | 0.00% | +1,642 | New |
| Acadian Asset Management LLC | 2,139 | $31.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 4,400 | $66.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,368 | $94.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 11,057 | $165.0K | 0.00% | −534−4.6% | Reduced |
| Dimensional Fund Advisors LP | 14,112 | $206.0K | 0.00% | +854+6.4% | Added |
| Truist Financial Corp | 14,060 | $210.0K | 0.00% | −2,566−15.4% | Reduced |
| First Manhattan Co | 16,711 | $248.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 16,980 | $253.0K | 0.00% | −600−3.4% | Reduced |
| Raffles Associates LP | 20,000 | $298.0K | 0.31% | +20,000 | New |
| BHZ Capital Management, LP | 30,842 | $459.0K | 0.18% | +782+2.6% | Added |
| Salzhauer Michael | 40,130 | $598.0K | 0.26% | 00.0% | Unchanged |
| Vanguard Group Inc | 78,102 | $1.16M | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 89,399 | $1.31M | 0.01% | −5,336−5.6% | Reduced |
| Maltese Capital Management LLC | 130,240 | $1.94M | 0.37% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 179,147 | $2.62M | 0.56% | +3,000+1.7% | Added |
| Banc Funds Co LLC | 192,296 | $2.86M | 0.22% | −2,778−1.4% | Reduced |
| Eidelman Virant Capital | 233,880 | $3.48M | 1.88% | −12,968−5.3% | Reduced |
| Basswood Capital Management, L.L.C. | 301,161 | $4.48M | 0.21% | −919−0.3% | Reduced |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |