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 2024
Institutional positions in Bank of the James Financial Group Inc as of Mar 31, 2024. 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
- 20
- +1 vs. Q4 2023
- Shares held
- 970.4K
- +125.0K (+14.8%) vs. Q4 2023
- Total value
- $10.1M
- −$201.4K (−2.0%) vs. Q4 2023
- New holders
- 2
- 7 more added
- Sold out
- 1
- 6 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 613 | $6.35K | 0.00% | +613 | New |
| Tower Research Capital LLC (TRC) | 936 | $9.70K | 0.00% | +446+91.0% | Added |
| Morgan Stanley | 1,584 | $16.4K | 0.00% | −1−0.1% | Reduced |
| Acadian Asset Management LLC | 2,139 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,373 | $66.0K | 0.00% | −4−0.1% | Reduced |
| BlackRock Inc. | 9,012 | $93.4K | 0.00% | −215−2.3% | Reduced |
| BHZ Capital Management, LP | 13,255 | $137.3K | 0.22% | −8,686−39.6% | Reduced |
| MontVue Capital Management, Inc. | 14,120 | $146.3K | 0.13% | −2,477−14.9% | Reduced |
| Empowered Funds, LLC | 17,444 | $180.7K | 0.00% | +1,225+7.6% | Added |
| Dimensional Fund Advisors LP | 18,296 | $189.5K | 0.00% | +1,052+6.1% | Added |
| Salzhauer Michael | 18,990 | $196.7K | 0.16% | 00.0% | Unchanged |
| First Manhattan Co | 22,311 | $231.1K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 30,444 | $315.4K | 0.01% | +1,225+4.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,969 | $393.4K | 0.00% | +37,969 | New |
| Geode Capital Management, LLC | 38,666 | $400.7K | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 68,443 | $709.0K | 0.08% | 00.0% | Unchanged |
| Fourthstone LLC | 74,166 | $768.4K | 0.25% | −32,988−30.8% | Reduced |
| Captrust Financial Advisors | 149,064 | $1.54M | 0.01% | +21,089+16.5% | Added |
| Vanguard Group Inc | 192,585 | $2.00M | 0.00% | +47,895+33.1% | Added |
| Pettyjohn, Wood & White, Inc | 253,963 | $2.63M | 0.52% | +57,856+29.5% | Added |
| Bank of America Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |