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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, Q3 2022

Institutional positions in Bank of the James Financial Group Inc as of Sep 30, 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
23
−1 vs. Q2 2022
Shares held
1.18M
−138.3K (−10.5%) vs. Q2 2022
Total value
$14.9M
−$2.08M (−12.3%) vs. Q2 2022
New holders
2
6 more added
Sold out
3
3 more reduced

Compare with Q2 2022: 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.

Institutional holdersQ3 2022: 23 institutions
Q1 2021: 25 institutionsQ2 2021: 24 institutionsQ3 2021: 21 institutionsQ4 2021: 22 institutionsQ1 2022: 24 institutionsQ2 2022: 24 institutionsQ3 2022: 23 institutionsQ4 2022: 25 institutionsQ1 2023: 24 institutionsQ2 2023: 22 institutionsQ3 2023: 18 institutionsQ4 2023: 19 institutionsQ1 2024: 20 institutionsQ2 2024: 20 institutionsQ3 2024: 23 institutionsQ4 2024: 24 institutionsQ1 2025: 26 institutionsQ2 2025: 25 institutionsQ3 2025: 24 institutionsQ4 2025: 27 institutionsQ1 2026: 27 institutionsQ2 2026: 44 institutions
Value heldQ3 2022: $14.9M
Q1 2021: $19.4MQ2 2021: $22.4MQ3 2021: $20.2MQ4 2021: $21.4MQ1 2022: $20.6MQ2 2022: $17.0MQ3 2022: $14.9MQ4 2022: $12.2MQ1 2023: $9.21MQ2 2023: $7.68MQ3 2023: $8.50MQ4 2023: $10.3MQ1 2024: $10.1MQ2 2024: $10.4MQ3 2024: $13.6MQ4 2024: $16.2MQ1 2025: $15.1MQ2 2025: $14.7MQ3 2025: $17.9MQ4 2025: $24.1MQ1 2026: $27.9MQ2 2026: $36.8M
Institutions holding BOTJ and their total value by quarter
QuarterHoldersValue
Q2 202644$36.8M
Q1 202627$27.9M
Q4 202527$24.1M
Q3 202524$17.9M
Q2 202525$14.7M
Q1 202526$15.1M
Q4 202424$16.2M
Q3 202423$13.6M
Q2 202420$10.4M
Q1 202420$10.1M
Q4 202319$10.3M
Q3 202318$8.50M
Q2 202322$7.68M
Q1 202324$9.21M
Q4 202225$12.2M
Q3 202223$14.9M
Q2 202224$17.0M
Q1 202224$20.6M
Q4 202122$21.4M
Q3 202121$20.2M
Q2 202124$22.4M
Q1 202125$19.4M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q2 2022.

Institutions holding BOTJ in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Eidelman Virant Capital231,980$2.96M2.18%+2,500+1.1%Added
Banc Funds Co LLC194,318$2.46M0.23%+25,577+15.2%Added
Pettyjohn, Wood & White, Inc178,597$2.26M0.60%00.0%Unchanged
Maltese Capital Management LLC129,813$1.64M0.39%−427−0.3%Reduced
Captrust Financial Advisors125,968$1.59M0.01%+50.0%Added
Vanguard Group Inc78,102$987.0K0.00%00.0%Unchanged
Salzhauer Michael40,130$507.0K0.32%00.0%Unchanged
Geode Capital Management, LLC38,723$489.0K0.00%+38,723New
BHZ Capital Management, LP32,833$415.0K0.21%+1,991+6.5%Added
Bridgeway Capital Management, LLC32,600$412.0K0.01%+32,600New
Raffles Associates LP20,000$253.0K0.27%00.0%Unchanged
Dimensional Fund Advisors LP16,834$213.0K0.00%+2,653+18.7%Added
First Manhattan Co16,711$211.0K0.00%00.0%Unchanged
Truist Financial Corp13,785$174.0K0.00%00.0%Unchanged
BlackRock Inc.10,629$134.0K0.00%−267−2.5%Reduced
Wells Fargo & Company6,370$80.0K0.00%00.0%Unchanged
Acadian Asset Management LLC2,139$26.0K0.00%00.0%Unchanged
IFP Advisors, Inc1,642$26.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,084$26.0K0.00%+1,240+146.9%Added
Morgan Stanley1,584$20.0K0.00%−1,057−40.0%Reduced
Selective Wealth Management, Inc.338$4.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.110$1.00K0.00%00.0%Unchanged
FMR LLC20$00.00%00.0%Unchanged
Basswood Capital Management, L.L.C.0$00.00%−227,043−100.0%Sold out
Renaissance Technologies LLC0$00.00%−14,280−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−550−100.0%Sold out