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, Q2 2025
Institutional positions in Bank of the James Financial Group Inc as of Jun 30, 2025. 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
- 25
- −1 vs. Q1 2025
- Shares held
- 1.05M
- +22.8K (+2.2%) vs. Q1 2025
- Total value
- $14.7M
- −$408.8K (−2.7%) vs. Q1 2025
- New holders
- 2
- 9 more added
- Sold out
- 3
- 4 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 2 | $0 | 0.00% | −7−77.8% | Reduced |
| SBI Securities Co., Ltd. | 2 | $28 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5 | $70 | 0.00% | +5 | New |
| Bank of America Corp | 40 | $562 | 0.00% | +7+21.2% | Added |
| Tower Research Capital LLC (TRC) | 293 | $4.12K | 0.00% | −4−1.3% | Reduced |
| Jones Financial Companies LLLP | 300 | $4.13K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,948 | $27.4K | 0.00% | +1,948 | New |
| Acadian Asset Management LLC | 2,139 | $29.0K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2,200 | $31.0K | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 3,585 | $50.4K | 0.00% | +2,000+126.2% | Added |
| Advisor Group Holdings, Inc. | 5,083 | $71.5K | 0.00% | −5,012−49.6% | Reduced |
| Wells Fargo & Company | 6,343 | $89.2K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 9,807 | $137.9K | 0.00% | −659−6.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 11,137 | $156.7K | 0.05% | +74+0.7% | Added |
| MontVue Capital Management, Inc. | 13,027 | $183.2K | 0.13% | 00.0% | Unchanged |
| Salzhauer Michael | 18,690 | $262.8K | 0.17% | 00.0% | Unchanged |
| First Manhattan Co | 22,311 | $313.7K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 22,370 | $314.7K | 0.00% | +159+0.7% | Added |
| Dimensional Fund Advisors LP | 32,665 | $459.6K | 0.00% | +2,662+8.9% | Added |
| Bridgeway Capital Management, LLC | 35,370 | $497.7K | 0.01% | +159+0.5% | Added |
| Geode Capital Management, LLC | 39,994 | $562.9K | 0.00% | +102+0.3% | Added |
| Captrust Financial Advisors | 143,477 | $2.02M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 192,585 | $2.71M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 225,618 | $3.17M | 0.62% | +48,244+27.2% | Added |
| Pettyjohn, Wood & White, Inc | 257,061 | $3.62M | 0.65% | +150.0% | Added |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −12,413−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |