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 2026
Institutional positions in Bank of the James Financial Group Inc as of Mar 31, 2026. 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
- 27
- +1 vs. Q4 2025
- Shares held
- 1.35M
- +242.8K (+21.9%) vs. Q4 2025
- Total value
- $27.9M
- +$7.29M (+35.4%) vs. Q4 2025
- New holders
- 4
- 7 more added
- Sold out
- 3
- 7 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 385,498 | $7.94M | 1.35% | +63,590+19.8% | Added |
| Pettyjohn, Wood & White, Inc | 224,259 | $4.62M | 0.74% | −27,123−10.8% | Reduced |
| Vanguard Capital Management LLC | 159,772 | $3.29M | 0.00% | +159,772 | New |
| Daytona Street Capital LLC | 157,123 | $3.22M | 2.59% | −743−0.5% | Reduced |
| Captrust Financial Advisors | 147,310 | $3.03M | 0.01% | +5,392+3.8% | Added |
| Bridgeway Capital Management, LLC | 36,238 | $746.5K | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 35,455 | $730.6K | 0.00% | −5,215−12.8% | Reduced |
| Dimensional Fund Advisors LP | 33,458 | $689.3K | 0.00% | +731+2.2% | Added |
| Krilogy Financial LLC | 28,900 | $653.4K | 0.02% | −2,000−6.5% | Reduced |
| Vanguard Fiduciary Trust Co | 25,837 | $532.2K | 0.00% | +25,837 | New |
| Empowered Funds, LLC | 23,238 | $478.7K | 0.00% | +23,238 | New |
| First Manhattan Co | 22,311 | $459.6K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 14,320 | $295.0K | 0.00% | 00.0% | Unchanged |
| MontVue Capital Management, Inc. | 12,527 | $258.1K | 0.18% | −500−3.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 11,344 | $233.7K | 0.06% | +79+0.7% | Added |
| BlackRock, Inc. | 10,797 | $222.4K | 0.00% | +312+3.0% | Added |
| Wells Fargo & Company | 6,343 | $130.7K | 0.00% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 6,000 | $123.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,831 | $99.5K | 0.00% | +4,831 | New |
| Morgan Stanley | 4,026 | $82.9K | 0.00% | +10.0% | Added |
| Acadian Asset Management LLC | 2,030 | $40.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 476 | $9.82K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $6.18K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 143 | $2.95K | 0.00% | −202−58.6% | Reduced |
| UBS Group AG | 60 | $1.24K | 0.00% | −25−29.4% | Reduced |
| FMR LLC | 5 | $103 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $41 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |