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 2026
Institutional positions in Bank of the James Financial Group Inc as of Jun 30, 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
- 44
- +17 vs. Q1 2026
- Shares held
- 1.44M
- +88.3K (+6.5%) vs. Q1 2026
- Total value
- $36.8M
- +$8.92M (+32.0%) vs. Q1 2026
- New holders
- 17
- 12 more added
- Sold out
- 0
- 9 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Bank of the James Financial Group Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $102 | 0.00% | +4 | New |
| FMR LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15 | $383 | 0.00% | +15 | New |
| JPMorgan Chase & Co | 81 | $2.00K | 0.00% | +81 | New |
| Jones Financial Companies LLLP | 300 | $7.35K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 304 | $7.76K | 0.00% | +161+112.6% | Added |
| Farther Finance Advisors, LLC | 476 | $12.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 853 | $21.8K | 0.00% | +793+1,321.7% | Added |
| Russell Investments Group, Ltd. | 1,019 | $25.2K | 0.00% | +1,019 | New |
| Los Angeles Capital Management LLC | 1,416 | $36.1K | 0.00% | +1,416 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,701 | $43.4K | 0.00% | +1,701 | New |
| Vanguard Global Advisers, LLC | 2,910 | $74.3K | 0.00% | −1,921−39.8% | Reduced |
| Morgan Stanley | 4,010 | $102.3K | 0.00% | −16−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 5,548 | $141.6K | 0.00% | +5,548 | New |
| Atlantic Union Bankshares Corp | 6,000 | $153.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 6,350 | $162.1K | 0.00% | +7+0.1% | Added |
| Plancorp, LLC | 8,250 | $215.4K | 0.01% | +8,250 | New |
| Envestnet Asset Management Inc | 8,640 | $220.5K | 0.00% | +8,640 | New |
| State Street Corp | 8,700 | $222.0K | 0.00% | +8,700 | New |
| Northern Trust Corp | 9,095 | $232.1K | 0.00% | +9,095 | New |
| Marshall Wace, LLP | 9,615 | $245.4K | 0.00% | +9,615 | New |
| Fiduciary Trust Co | 10,048 | $256.4K | 0.00% | +10,048 | New |
| RFG - Bristol Wealth Advisors, LLC | 11,391 | $290.7K | 0.07% | +47+0.4% | Added |
| Acadian Asset Management LLC | 12,643 | $318.0K | 0.00% | +10,613+522.8% | Added |
| MontVue Capital Management, Inc. | 13,297 | $339.3K | 0.20% | +770+6.1% | Added |
| Hillsdale Investment Management Inc. | 17,000 | $433.8K | 0.01% | +17,000 | New |
| Krilogy Financial LLC | 18,900 | $482.3K | 0.01% | −10,000−34.6% | Reduced |
| LPL Financial LLC | 19,054 | $486.2K | 0.00% | +4,734+33.1% | Added |
| First Manhattan Co | 22,311 | $569.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 23,976 | $611.9K | 0.00% | −1,861−7.2% | Reduced |
| BlackRock, Inc. | 24,219 | $618.1K | 0.00% | +13,422+124.3% | Added |
| Empowered Funds, LLC | 24,682 | $629.9K | 0.00% | +1,444+6.2% | Added |
| Renaissance Technologies LLC | 30,177 | $770.1K | 0.00% | +30,177 | New |
| Susquehanna International Group, LLP | 35,058 | $894.7K | 0.00% | +35,058 | New |
| Dimensional Fund Advisors LP | 37,178 | $948.4K | 0.00% | +3,720+11.1% | Added |
| Bridgeway Capital Management, LLC | 37,682 | $961.6K | 0.02% | +1,444+4.0% | Added |
| Geode Capital Management, LLC | 42,202 | $1.08M | 0.00% | +6,747+19.0% | Added |
| North Reef Capital Management LP | 50,132 | $1.28M | 0.05% | +50,132 | New |
| Daytona Street Capital LLC | 79,078 | $2.01M | 1.47% | −78,045−49.7% | Reduced |
| Captrust Financial Advisors | 143,977 | $3.67M | 0.01% | −3,333−2.3% | Reduced |
| Vanguard Capital Management LLC | 159,256 | $4.06M | 0.00% | −516−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 218,859 | $5.59M | 0.81% | −5,400−2.4% | Reduced |
| Fourthstone LLC | 334,491 | $8.60M | 6.12% | −51,007−13.2% | Reduced |