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 2024
Institutional positions in Bank of the James Financial Group Inc as of Sep 30, 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
- 23
- +4 vs. Q2 2024
- Shares held
- 991.2K
- +75.6K (+8.3%) vs. Q2 2024
- Total value
- $13.6M
- +$3.31M (+32.1%) vs. Q2 2024
- New holders
- 5
- 8 more added
- Sold out
- 1
- 5 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 45 | $619 | 0.00% | +13+40.6% | Added |
| Jones Financial Companies LLLP | 300 | $4.23K | 0.00% | +300 | New |
| Tower Research Capital LLC (TRC) | 343 | $4.71K | 0.00% | −378−52.4% | Reduced |
| Advisor Group Holdings, Inc. | 452 | $6.21K | 0.00% | +452 | New |
| UBS Group AG | 582 | $8.00K | 0.00% | +582 | New |
| Morgan Stanley | 1,585 | $21.8K | 0.00% | +1+0.1% | Added |
| Acadian Asset Management LLC | 2,139 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,342 | $87.1K | 0.00% | −10.0% | Reduced |
| BlackRock, Inc. | 10,357 | $142.3K | 0.00% | +10,357 | New |
| MontVue Capital Management, Inc. | 12,727 | $174.9K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,828 | $176.0K | 0.00% | +2,602+25.4% | Added |
| Salzhauer Michael | 18,990 | $260.9K | 0.17% | 00.0% | Unchanged |
| Empowered Funds, LLC | 19,642 | $269.9K | 0.00% | +938+5.0% | Added |
| First Manhattan Co | 22,311 | $306.6K | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 23,029 | $316.4K | 0.03% | −38,346−62.5% | Reduced |
| Dimensional Fund Advisors LP | 27,555 | $378.6K | 0.00% | +703+2.6% | Added |
| Bridgeway Capital Management, LLC | 32,642 | $448.5K | 0.01% | +938+3.0% | Added |
| Geode Capital Management, LLC | 38,400 | $527.8K | 0.00% | −2,838−6.9% | Reduced |
| CWM Advisors, LLC | 74,058 | $1.02M | 0.10% | +74,058 | New |
| Fourthstone LLC | 93,119 | $1.28M | 0.29% | +20,191+27.7% | Added |
| Captrust Financial Advisors | 145,633 | $2.00M | 0.01% | −143−0.1% | Reduced |
| Vanguard Group Inc | 192,585 | $2.65M | 0.00% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 255,569 | $3.51M | 0.65% | +6,171+2.5% | Added |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |