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 2024
Institutional positions in Bank of the James Financial Group Inc as of Dec 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
- 24
- +1 vs. Q3 2024
- Shares held
- 1.05M
- +56.6K (+5.7%) vs. Q3 2024
- Total value
- $16.2M
- +$2.56M (+18.8%) vs. Q3 2024
- New holders
- 4
- 8 more added
- Sold out
- 3
- 4 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 261,932 | $4.01M | 0.73% | +6,363+2.5% | Added |
| Vanguard Group Inc | 192,585 | $2.95M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 161,046 | $2.56M | 0.50% | +67,927+72.9% | Added |
| Captrust Financial Advisors | 144,684 | $2.22M | 0.01% | −949−0.7% | Reduced |
| CWM Advisors, LLC | 72,360 | $1.11M | 0.12% | −1,698−2.3% | Reduced |
| Geode Capital Management, LLC | 38,316 | $586.8K | 0.00% | −84−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 33,598 | $514.4K | 0.01% | +956+2.9% | Added |
| Dimensional Fund Advisors LP | 28,466 | $435.8K | 0.00% | +911+3.3% | Added |
| First Manhattan Co | 22,311 | $354.1K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 20,598 | $315.4K | 0.00% | +956+4.9% | Added |
| Salzhauer Michael | 18,990 | $301.4K | 0.15% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 12,727 | $202.0K | 0.15% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 11,594 | $177.5K | 0.06% | +11,594 | New |
| BlackRock, Inc. | 10,364 | $164.5K | 0.00% | +7+0.1% | Added |
| Wells Fargo & Company | 6,342 | $100.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,010 | $79.5K | 0.00% | +4,558+1,008.4% | Added |
| WealthTrak Capital Management LLC | 2,200 | $33.7K | 0.03% | +2,200 | New |
| Acadian Asset Management LLC | 2,139 | $32.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,585 | $25.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 347 | $5.51K | 0.00% | +4+1.2% | Added |
| Jones Financial Companies LLLP | 300 | $4.59K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 259 | $4.11K | 0.00% | +259 | New |
| Bank of America Corp | 32 | $508 | 0.00% | −13−28.9% | Reduced |
| SBI Securities Co., Ltd. | 1 | $16 | 0.00% | +1 | New |
| Banc Funds Co LLC | 0 | $0 | 0.00% | −23,029−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,828−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −582−100.0% | Sold out |