Security key
470299108
BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ)
CUSIP: 470299108
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock, $2.14 per share par value
- Total 13F shares
- 818,757
- Total 13F value
- $8,497,343
- Share change
- -4,250
- SEC-reported price per share
- $10.50
- Number of holders
- 18
- Value change
- -$46,237
- Number of buys
- 8
- Number of sells
- 7
- Shares outstanding
- 4,545,967
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
18
Top holders
10
BOTJ full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
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.
Comparable stake leader
PETTYJOHN, WOOD & WHITE, INC
Disclosed value leader
PETTYJOHN, WOOD & WHITE, INC
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 4.3%
Showing 1-6 of 15 holder rows.
Quick read
PETTYJOHN, WOOD & WHITE, INC leads the comparable SEC ownership view at 4.3%.
15 of 15 rows have a safely comparable ownership percentage. 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.
Open SEC evidence
Opens PETTYJOHN, WOOD & WHITE, INC's linked filing trail.
Comparable ownership
Top 5
PETTYJOHN, WOOD & WHITE, INC
4.3%
VANGUARD GROUP INC
3%
CAPTRUST FINANCIAL ADVISORS
2.8%
BANC FUNDS CO LLC
2.3%
MALTESE CAPITAL MANAGEMENT LLC
1.9%
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 |
|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC |
13F
Company
|
4.3%
|
$1,793,700
193,287 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
3%
|
$1,236,581
135,888 shares
|
— | 30 Jun 2023 |
| CAPTRUST FINANCIAL ADVISORS |
13F
Company
|
2.8%
|
$1,155,104
125,210 shares
|
— | 30 Jun 2023 |
| BANC FUNDS CO LLC |
13F
Company
|
2.3%
|
$956,000
105,086 shares
|
— | 30 Jun 2023 |
| MALTESE CAPITAL MANAGEMENT LLC |
13F
Company
|
1.9%
|
$781,544
85,884 shares
|
— | 30 Jun 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.85%
|
$358,551
38,637 shares
|
— | 30 Jun 2023 |
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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
18
Shares
818,757
Rows available
18
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-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 did not pass the local price check.
Compare Q3 2023 vs Q1 2026 Across Filers
Q1 2026 holders
27
Q3 2023 holders
18
Holder diff
-9
| Investor | Q1 2026 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend