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, Q4 2022
Institutional positions in Bank of the James Financial Group Inc as of Dec 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
- 25
- +3 vs. Q3 2022
- Shares held
- 1.01M
- +67.7K (+7.2%) vs. Q3 2022
- Total value
- $12.2M
- +$306.0K (+2.6%) vs. Q3 2022
- New holders
- 6
- 6 more added
- Sold out
- 3
- 5 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 185,123 | $2.28M | 0.57% | +6,526+3.7% | Added |
| Banc Funds Co LLC | 189,470 | $2.26M | 0.20% | −4,848−2.5% | Reduced |
| Captrust Financial Advisors | 125,974 | $1.54M | 0.01% | +60.0% | Added |
| Maltese Capital Management LLC | 122,114 | $1.45M | 0.40% | −7,699−5.9% | Reduced |
| Krilogy Financial LLC | 83,040 | $1.02M | 0.10% | +83,040 | New |
| Vanguard Group Inc | 78,188 | $931.2K | 0.00% | +86+0.1% | Added |
| BHZ Capital Management, LP | 44,572 | $530.9K | 0.27% | +11,739+35.8% | Added |
| Salzhauer Michael | 40,130 | $477.9K | 0.29% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 38,637 | $476.0K | 0.00% | −86−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 32,600 | $401.6K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 16,834 | $208.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 16,711 | $199.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 10,775 | $128.3K | 0.00% | +146+1.4% | Added |
| Renaissance Technologies LLC | 10,376 | $124.0K | 0.00% | +10,376 | New |
| Wells Fargo & Company | 6,370 | $75.9K | 0.00% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 4,400 | $54.2K | 0.03% | +4,400 | New |
| Acadian Asset Management LLC | 2,139 | $25.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,585 | $18.9K | 0.00% | +1+0.1% | Added |
| IFP Advisors, Inc | 821 | $13.0K | 0.00% | −821−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 845 | $10.0K | 0.00% | −1,239−59.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 182 | $2.24K | 0.00% | +182 | New |
| Advisor Group Holdings, Inc. | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 29 | $345 | 0.00% | +29 | New |
| FMR LLC | 20 | $246 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4 | $48 | 0.00% | +4 | New |
| Raffles Associates LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −13,785−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Eidelman Virant Capital | – | – | – | – | Not filed |