Security key
470299108
BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ)
CUSIP: 470299108
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Common Stock, $2.14 per share par value
- Total 13F shares
- 876,701
- Total reported value
- $9,213,996
- Share change
- -133,527
- Reported price per share
- $10.51
- Number of holders
- 23
- Value change
- -$1,426,319
- Number of buys
- 10
- Number of sells
- 9
- Shares outstanding
- 4,545,967
Holder snapshot
6 facts
Security identity
1 fact
Report period
Q1 2023
Institutions
23
Top holders
10
BOTJ full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
BANK OF THE JAMES FINANCIAL GROUP INC SEC filings
BANK OF THE JAMES FINANCIAL GROUP INC company facts
Broader feeds
Reporting periods
Holder history for CUSIP 470299108
Recent filing periods:
Ownership snapshot
Top reported holders of BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
BANC FUNDS CO LLC
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2022
13F
Lead comparable stake: 4.2%
Showing 1-6 of 15 holder rows.
Quick read
BANC FUNDS CO LLC leads the comparable SEC ownership view at 4.2%.
Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
BANC FUNDS CO LLC
4.2%
PETTYJOHN, WOOD & WHITE, INC
4.1%
CAPTRUST FINANCIAL ADVISORS
2.8%
MALTESE CAPITAL MANAGEMENT LLC
2.7%
Krilogy Financial LLC
1.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC |
13F
Company
|
4.2%
|
$2,257,000
189,470 shares
|
— | 31 Dec 2022 |
| PETTYJOHN, WOOD & WHITE, INC |
13F
Company
|
4.1%
|
$2,281,000
185,123 shares
|
— | 31 Dec 2022 |
| CAPTRUST FINANCIAL ADVISORS |
13F
Company
|
2.8%
|
$1,535,741
125,974 shares
|
— | 31 Dec 2022 |
| MALTESE CAPITAL MANAGEMENT LLC |
13F
Company
|
2.7%
|
$1,454,378
122,114 shares
|
— | 31 Dec 2022 |
| Krilogy Financial LLC |
13F
Company
|
1.8%
|
$1,023,053
83,040 shares
|
— | 31 Dec 2022 |
| VANGUARD GROUP INC |
13F
Company
|
1.7%
|
$931,219
78,188 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
23
Shares
876,701
Rows available
23
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
24
Q1 2023 holders
23
Holder diff
-1
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend