BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ)

Q: What does CUSIP 470299108 represent in this 13F holders report?

CUSIP 470299108 is the security identifier for BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value used to aggregate holder disclosures.

Q: How many institutions held BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value in Q2 2023?

22 institutional investors reported BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value for Q2 2023. Use the holders table for investor-level position and value details.

CUSIP: 470299108

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / Common Stock, $2.14 per share par value
Shares outstanding: 4,540,310
Total 13F shares: 836,776
Share change: -53,694
Total reported value: $7,684,350
Price per share: $9.10
Number of holders: 22
Value change: -$599,340
Number of buys: 6
Number of sells: 12

Quarterly Holders Quick Answers

What is CUSIP 470299108?
CUSIP 470299108 identifies BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Next holder-history checks

These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.

Back to full security ownership history for the broader multi-quarter picture.
Latest 13F filings for newly reported positions across managers.
Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
SEC investors directory for manager drilldown.

Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 470299108:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders 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. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
PETTYJOHN, WOOD & WHITE, INC	13F	Company	4.1%	188,149	$1,977,451	—	31 Mar 2023	13F
BANC FUNDS CO LLC	13F	Company	3.2%	145,553	$1,530,000	—	31 Mar 2023	13F
CAPTRUST FINANCIAL ADVISORS	13F	Company	2.8%	125,281	$1,316,702	—	31 Mar 2023	13F
MALTESE CAPITAL MANAGEMENT LLC	13F	Company	1.9%	85,884	$902,641	—	31 Mar 2023	13F
VANGUARD GROUP INC	13F	Company	1.7%	78,388	$823,858	—	31 Mar 2023	13F
BHZ CAPITAL MANAGEMENT, LP	13F	Company	0.98%	44,572	$468,452	—	31 Mar 2023	13F
Michael Salzhauer	13F	Individual	0.88%	40,130	$421,766	—	31 Mar 2023	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.85%	38,637	$406,074	—	31 Mar 2023	13F
Krilogy Financial LLC	13F	Company	0.77%	35,000	$367,850	—	31 Mar 2023	13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC	13F	Company	0.7%	31,935	$335,637	—	31 Mar 2023	13F
FIRST MANHATTAN CO. LLC.	13F	Company	0.48%	21,711	$228,182	—	31 Mar 2023	13F
DIMENSIONAL FUND ADVISORS LP	13F	Company	0.38%	17,244	$181,234	—	31 Mar 2023	13F
Thomas W. Pettyjohn Jr.	3/4/5	Director, Chairman of the Board	— class O/S missing	17,995	$177,251	—	08 May 2023	3/4/5
BlackRock Finance, Inc.	13F	Company	0.24%	11,093	$116,587	—	31 Mar 2023	13F
A. Douglas Dalton III	3/4/5	Director	— class O/S missing	11,353	$111,827	—	12 May 2023	3/4/5
WELLS FARGO & COMPANY/MN	13F	Company	0.14%	6,370	$66,955	—	31 Mar 2023	13F
Augustus A. Petticolas Jr.	3/4/5	Director	— class O/S missing	2,560	$25,216	—	10 May 2023	3/4/5
ACADIAN ASSET MANAGEMENT LLC	13F	Company	0.05%	2,139	$22,000	—	31 Mar 2023	13F
MORGAN STANLEY	13F	Company	0.03%	1,584	$16,648	—	31 Mar 2023	13F
Tower Research Capital LLC (TRC)	13F	Company	0.03%	1,417	$15,000	—	31 Mar 2023	13F
Graves Light Lenhart Wealth, Inc.	13F	Company	0.01%	550	$5,781	—	31 Mar 2023	13F
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13F	Company	0.01%	364	$3,826	—	31 Mar 2023	13F
UBS Group AG	13F	Company	0.01%	317	$3,332	—	31 Mar 2023	13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13F	Company	0.01%	253	$2,654	—	31 Mar 2023	13F
OSAIC HOLDINGS, INC.	13F	Company	0%	110	$1,156	—	31 Mar 2023	13F
FMR LLC	13F	Company	0%	20	$210	—	31 Mar 2023	13F

Institutional Holders of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ) as of Q2 2023

As of 30 Jun 2023, BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ) was held by 22 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 836,776 shares. The largest 10 holders included PETTYJOHN, WOOD & WHITE, INC, VANGUARD GROUP INC, CAPTRUST FINANCIAL ADVISORS, BANC FUNDS CO LLC, MALTESE CAPITAL MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, BRIDGEWAY CAPITAL MANAGEMENT, LLC, FIRST MANHATTAN CO. LLC., SALZHAUER MICHAEL, and Fourthstone LLC. This page lists 22 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

-1

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.