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 2023
Institutional positions in Bank of the James Financial Group Inc as of Mar 31, 2023. 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. Q4 2022
- Shares held
- 876.7K
- −134.3K (−13.3%) vs. Q4 2022
- Total value
- $9.21M
- −$3.02M (−24.7%) vs. Q4 2022
- New holders
- 3
- 8 more added
- Sold out
- 4
- 6 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 10 | $0 | 0.00% | +10 | New |
| FMR LLC | 20 | $210 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 110 | $1.16K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 253 | $2.65K | 0.00% | +253 | New |
| UBS Group AG | 317 | $3.33K | 0.00% | +288+993.1% | Added |
| Cary Street Partner Investment Advisory LLC | 364 | $3.83K | 0.00% | +182+100.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 550 | $5.78K | 0.00% | +550 | New |
| Tower Research Capital LLC (TRC) | 1,417 | $15.0K | 0.00% | +572+67.7% | Added |
| Morgan Stanley | 1,584 | $16.6K | 0.00% | −1−0.1% | Reduced |
| Acadian Asset Management LLC | 2,139 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,370 | $67.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 11,093 | $116.6K | 0.00% | +318+3.0% | Added |
| Dimensional Fund Advisors LP | 17,244 | $181.2K | 0.00% | +410+2.4% | Added |
| First Manhattan Co | 21,711 | $228.2K | 0.00% | +5,000+29.9% | Added |
| Bridgeway Capital Management, LLC | 31,935 | $335.6K | 0.01% | −665−2.0% | Reduced |
| Krilogy Financial LLC | 35,000 | $367.9K | 0.03% | −48,040−57.9% | Reduced |
| Geode Capital Management, LLC | 38,637 | $406.1K | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 40,130 | $421.8K | 0.38% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 44,572 | $468.5K | 0.29% | 00.0% | Unchanged |
| Vanguard Group Inc | 78,388 | $823.9K | 0.00% | +200+0.3% | Added |
| Maltese Capital Management LLC | 85,884 | $902.6K | 0.34% | −36,230−29.7% | Reduced |
| Captrust Financial Advisors | 125,281 | $1.32M | 0.01% | −693−0.6% | Reduced |
| Banc Funds Co LLC | 145,553 | $1.53M | 0.16% | −43,917−23.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 188,149 | $1.98M | 0.48% | +3,026+1.6% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |