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 2023
Institutional positions in Bank of the James Financial Group Inc as of Sep 30, 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
- 18
- −3 vs. Q2 2023
- Shares held
- 818.8K
- −4.25K (−0.5%) vs. Q2 2023
- Total value
- $8.50M
- +$940.8K (+12.4%) vs. Q2 2023
- New holders
- 0
- 8 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 198,344 | $2.03M | 0.48% | +5,057+2.6% | Added |
| Vanguard Group Inc | 144,682 | $1.52M | 0.00% | +8,794+6.5% | Added |
| Captrust Financial Advisors | 125,218 | $1.29M | 0.00% | +80.0% | Added |
| Fourthstone LLC | 91,012 | $955.6K | 0.22% | +72,577+393.7% | Added |
| Banc Funds Co LLC | 68,443 | $719.0K | 0.08% | −36,643−34.9% | Reduced |
| Geode Capital Management, LLC | 38,666 | $396.4K | 0.00% | +29+0.1% | Added |
| Maltese Capital Management LLC | 30,753 | $322.9K | 0.12% | −55,131−64.2% | Reduced |
| Bridgeway Capital Management, LLC | 27,875 | $285.7K | 0.01% | +1,106+4.1% | Added |
| First Manhattan Co | 22,311 | $234.3K | 0.00% | +600+2.8% | Added |
| Salzhauer Michael | 18,990 | $199.4K | 0.22% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 17,244 | $176.8K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 14,875 | $152.5K | 0.00% | +1,106+8.0% | Added |
| BlackRock Inc. | 9,333 | $98.0K | 0.00% | −1,419−13.2% | Reduced |
| Wells Fargo & Company | 6,371 | $66.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,139 | $20.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,584 | $16.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 553 | $5.81K | 0.00% | −10−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 364 | $3.73K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |