| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Fourthstone LLC | 7.1% | $5,981,051 | 321,908 | Fourthstone LLC | 31 Dec 2025 | |||
| PETTYJOHN, WOOD & WHITE, INC | 5.7% | $3,710,862 | 255,569 | PETTYJOHN, WOOD & WHITE, INC | 30 Sep 2024 |
As of 31 Dec 2025, 27 institutional investors reported holding 1,294,974 shares of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ). This represents 29% of the company’s total 4,540,310 outstanding shares.
The largest institutional shareholders of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ) together control 29% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Fourthstone LLC | 7.1% | 321,908 | +10% | 1.1% | $5,981,051 |
| PETTYJOHN, WOOD & WHITE, INC | 5.5% | 251,382 | -1.8% | 0.73% | $4,670,678 |
| VANGUARD GROUP INC | 4.1% | 185,154 | 0% | 0% | $3,440,161 |
| Daytona Street Capital LLC | 3.5% | 157,866 | 0% | 2.4% | $2,933,158 |
| CAPTRUST FINANCIAL ADVISORS | 3.1% | 141,918 | -0.82% | 0.01% | $2,636,836 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.9% | 40,670 | -0.69% | 0% | $755,848 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.8% | 36,238 | 0% | 0.01% | $673,302 |
| DIMENSIONAL FUND ADVISORS LP | 0.72% | 32,727 | +0.19% | 0% | $608,068 |
| Krilogy Financial LLC | 0.68% | 30,900 | -7.9% | 0.02% | $567,015 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 22,311 | 0% | 0% | $414,538 |
| LPL Financial LLC | 0.32% | 14,320 | 0% | $266,058 | |
| MontVue Capital Management, Inc. | 0.29% | 13,027 | 0% | 0.16% | $242,042 |
| RFG - Bristol Wealth Advisors, LLC | 0.25% | 11,265 | +0.54% | 0.06% | $209,310 |
| BlackRock, Inc. | 0.23% | 10,485 | +4% | 0% | $194,811 |
| WELLS FARGO & COMPANY/MN | 0.14% | 6,342 | 0% | 0% | $117,834 |
| Atlantic Union Bankshares Corp | 0.13% | 6,000 | 0% | 0% | $111,480 |
| OSAIC HOLDINGS, INC. | 0.11% | 5,144 | +0.55% | 0% | $95,589 |
| MORGAN STANLEY | 0.09% | 4,024 | 0% | 0% | $74,766 |
| ACADIAN ASSET MANAGEMENT LLC | 0.04% | 2,030 | -5.1% | 0% | $37,000 |
| Farther Finance Advisors, LLC | 0.01% | 476 | 0% | $8,844 | |
| Tower Research Capital LLC (TRC) | 0.01% | 345 | +156% | 0% | $6,410 |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 300 | 0% | 0% | $5,574 |
| UBS Group AG | 0% | 85 | 0% | $1,579 | |
| CITIGROUP INC | 0% | 46 | 0% | $855 | |
| FMR LLC | 0% | 5 | 0% | 0% | $93 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,294,974 | $24,053,011 | +$34,612 | $18.58 | 27 |
| 2025 Q3 | 1,142,004 | $17,860,003 | +$1,548,544 | $15.60 | 24 |
| 2025 Q2 | 1,046,049 | $14,713,738 | +$300,827 | $14.06 | 24 |
| 2025 Q1 | 1,023,276 | $15,122,512 | -$400,879 | $14.78 | 25 |
| 2024 Q4 | 1,047,786 | $16,178,731 | +$752,820 | $15.60 | 24 |
| 2024 Q3 | 991,232 | $13,619,134 | +$896,315 | $13.74 | 23 |
| 2024 Q2 | 924,986 | $10,414,238 | -$464,547 | $11.26 | 20 |
| 2024 Q1 | 970,373 | $10,052,951 | +$1,294,972 | $10.36 | 20 |
| 2023 Q4 | 845,376 | $10,254,391 | +$175,602 | $12.22 | 19 |
| 2023 Q3 | 818,757 | $8,497,343 | -$46,237 | $10.50 | 18 |
| 2023 Q2 | 836,776 | $7,684,350 | -$599,340 | $9.10 | 22 |
| 2023 Q1 | 876,701 | $9,213,996 | -$1,426,319 | $10.51 | 23 |
| 2022 Q4 | 1,010,939 | $12,228,014 | +$777,169 | $11.93 | 24 |
| 2022 Q3 | 1,173,510 | $14,853,000 | -$1,835,468 | $12.63 | 20 |
| 2022 Q2 | 1,311,746 | $16,937,000 | -$948,603 | $13.00 | 21 |
| 2022 Q1 | 1,385,732 | $20,553,000 | -$15,113 | $14.89 | 23 |
| 2021 Q4 | 1,385,254 | $21,399,000 | -$217,847 | $15.45 | 22 |
| 2021 Q3 | 1,399,302 | $20,206,000 | -$50,473 | $14.40 | 21 |
| 2021 Q2 | 1,402,926 | $22,435,000 | +$777,155 | $16.00 | 23 |
| 2021 Q1 | 1,354,964 | $19,405,000 | +$328,674 | $14.20 | 22 |
| 2020 Q4 | 1,332,651 | $16,265,000 | -$432,733 | $12.12 | 19 |
| 2020 Q3 | 1,369,684 | $13,371,000 | +$5,748 | $9.75 | 19 |
| 2020 Q2 | 1,368,948 | $12,914,000 | -$185,639 | $9.44 | 16 |
| 2020 Q1 | 1,391,700 | $12,115,000 | -$303,234 | $8.75 | 21 |
| 2019 Q4 | 1,426,161 | $21,783,233 | +$385,771 | $15.27 | 20 |
| 2019 Q3 | 1,446,219 | $20,681,000 | -$281,273 | $14.30 | 20 |
| 2019 Q2 | 1,465,925 | $21,633,000 | +$243,230 | $14.76 | 18 |
| 2019 Q1 | 1,449,528 | $19,886,000 | -$3,089 | $13.72 | 19 |
| 2018 Q4 | 1,449,770 | $18,860,716 | -$19,265 | $13.00 | 19 |
| 2018 Q3 | 1,447,187 | $22,881,000 | -$351,099 | $15.81 | 20 |
| 2018 Q2 | 1,468,110 | $24,294,000 | +$1,289,260 | $16.55 | 21 |
| 2018 Q1 | 1,390,196 | $21,230,000 | +$166,905 | $15.29 | 18 |
| 2017 Q4 | 1,379,070 | $20,730,948 | -$740,388 | $14.94 | 17 |
| 2017 Q3 | 1,539,668 | $22,324,000 | -$34,696 | $14.50 | 19 |
| 2017 Q2 | 1,542,007 | $23,069,000 | +$1,025,706 | $14.96 | 17 |
| 2017 Q1 | 1,474,183 | $21,561,000 | -$340 | $14.62 | 19 |
| 2016 Q4 | 1,460,020 | $22,149,000 | +$360,453 | $15.17 | 18 |
| 2016 Q3 | 1,372,600 | $16,674,000 | -$762,232 | $12.15 | 21 |
| 2016 Q2 | 1,435,390 | $17,585,000 | +$1,073,696 | $12.25 | 20 |
| 2016 Q1 | 1,347,780 | $15,780,533 | -$561,811 | $11.71 | 19 |
| 2015 Q4 | 1,395,758 | $18,037,000 | +$12,668,867 | $12.93 | 17 |
| 2015 Q3 | 415,392 | $4,654,000 | +$155,921 | $11.20 | 12 |
| 2015 Q2 | 401,456 | $4,558,000 | +$173,842 | $11.34 | 12 |
| 2015 Q1 | 386,101 | $3,998,641 | +$305,892 | $10.77 | 10 |
| 2014 Q4 | 356,720 | $3,528,466 | +$285,909 | $10.29 | 11 |
| 2014 Q3 | 331,927 | $2,843,349 | +$182,327 | $8.97 | 11 |
| 2014 Q2 | 311,641 | $2,642,339 | +$118,354 | $8.90 | 9 |
| 2014 Q1 | 298,253 | $2,617,390 | +$1,671,538 | $9.23 | 8 |