Latest Period
Q1 2026
Security Snapshot
BANK BOTETOURT - COM (BORT) Institutional Ownership
CUSIP: 063907208
13F Institutional Holders and Ownership History from Q3 2018 to Q1 2026
Institutions Reporting
1
Shares (Excl. Options)
122,465
Price
$47.00
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- Security type / class
- Equity / COM
- Symbol
- BORT
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 122,465
- Total 13F value
- $5,755,855
- Portfolio coverage rank
- 0%
- Share change
- -5,073
- Value change
- -$188,919
- Number of holders
- 1
- SEC-reported price per share
- $49.99
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BORT - BANK BOTETOURT - COM is tracked under CUSIP 063907208.
- 1 institution reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 1 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $5,611,672 to $5,755,855.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 1 institution filings for Q1 2026.
Security key
063907208
Latest holder period
Q1 2026
13F holders
1
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 063907208:
As of 31 Mar 2026, 1 institutional investors reported holding 122,465 shares of BANK BOTETOURT - COM (BORT).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
31
Latest
Q1 2026
Rows shown
1-25 of 31
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 122,465 | $5,755,855 | -$188,919 | $47.00 | 1 |
| 2025 Q4 | 127,538 | $5,611,672 | +$33,000 | $44.00 | 2 |
| 2025 Q3 | 126,788 | $4,944,732 | -$93,210 | $39.00 | 2 |
| 2025 Q2 | 129,178 | $4,547,066 | -$208,384 | $35.20 | 2 |
| 2025 Q1 | 135,098 | $4,505,518 | -$200,100 | $33.35 | 2 |
| 2024 Q4 | 141,098 | $4,520,780 | -$16,020 | $32.04 | 2 |
| 2024 Q3 | 141,598 | $4,600,519 | $32.49 | 2 | |
| 2024 Q2 | 141,598 | $4,042,623 | -$85,650 | $28.55 | 2 |
| 2024 Q1 | 144,598 | $4,109,262 | -$258,277 | $28.43 | 2 |
| 2023 Q4 | 153,668 | $4,364,170 | +$76,680 | $28.40 | 2 |
| 2023 Q3 | 150,968 | $4,448,691 | +$14,725 | $29.48 | 2 |
| 2023 Q2 | 150,468 | $4,380,708 | +$8,715 | $29.15 | 2 |
| 2023 Q1 | 150,168 | $4,615,526 | +$32,130 | $30.80 | 2 |
| 2022 Q4 | 149,118 | $4,234,950 | +$2,670 | $28.40 | 2 |
| 2022 Q3 | 149,024 | $4,178,000 | -$132,942 | $28.13 | 2 |
| 2022 Q2 | 153,844 | $4,241,000 | $27.58 | 3 | |
| 2022 Q1 | 153,844 | $4,338,000 | +$159,890 | $28.20 | 3 |
| 2021 Q4 | 148,174 | $4,279,000 | +$485,253 | $28.37 | 3 |
| 2021 Q3 | 131,305 | $3,977,000 | $30.25 | 3 | |
| 2021 Q2 | 131,305 | $4,398,000 | +$100,257 | $33.50 | 3 |
| 2021 Q1 | 128,312 | $3,533,000 | -$39,250 | $27.59 | 3 |
| 2020 Q4 | 129,705 | $3,180,000 | $24.55 | 3 | |
| 2020 Q3 | 129,705 | $2,899,000 | +$20,077 | $22.35 | 3 |
| 2020 Q2 | 128,805 | $3,121,000 | +$40,364 | $24.25 | 3 |
| 2020 Q1 | 127,005 | $2,798,000 | +$68,992 | $22.28 | 2 |