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 Q3 2024?

23 institutional investors reported BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value for Q3 2024. Use the holders table for investor-level position and value details.

CUSIP: 470299108

Q3 2024 13F Holders as of 30 Sep 2024

Security type / class: Equity / Common Stock, $2.14 per share par value
Shares outstanding: 4,545,967
Total 13F shares: 991,232
Share change: +65,228
Total reported value: $13,619,134
Reported price per share: $13.74
Number of holders: 23
Value change: +$896,315
Number of buys: 11
Number of sells: 5

Security key

470299108

Report period

Q3 2024

Institutions

Top holders

BOTJ full security history Ownership snapshot Full 13F holder table Newer quarter: Q4 2024 Previous quarter: Q2 2024 BANK OF THE JAMES FINANCIAL GROUP INC SEC filings BANK OF THE JAMES FINANCIAL GROUP INC company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 470299108

Newer quarter: Q4 2024 Previous quarter: Q2 2024

Recent filing periods:

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

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

PETTYJOHN, WOOD & WHITE, INC

13D/G signal

—

Evidence rows

Latest as of

30 Jun 2024

13F Lead comparable stake: 5.5% Showing 1-6 of 15 holder rows.

Rank 1 holder

PETTYJOHN, WOOD & WHITE, INC

13F

Ownership: 5.5%
Position: $2.81M

13F

Rank 2 holder

VANGUARD GROUP INC

13F

Ownership: 4.2%
Position: $2.17M

13F

Rank 3 holder

CAPTRUST FINANCIAL ADVISORS

13F

Ownership: 3.2%
Position: $1.64M

13F

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
PETTYJOHN, WOOD & WHITE, INC	13F Company 13F	5.5%	$2,808,224 249,398 shares	—	30 Jun 2024
VANGUARD GROUP INC	13F Company 13F	4.2%	$2,168,507 192,585 shares	—	30 Jun 2024
CAPTRUST FINANCIAL ADVISORS	13F Company 13F	3.2%	$1,641,441 145,776 shares	—	30 Jun 2024
Fourthstone LLC	13F Company 13F	1.6%	$821,169 72,928 shares	—	30 Jun 2024
BANC FUNDS CO LLC	13F Company 13F	1.4%	$691,083 61,375 shares	—	30 Jun 2024
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	0.91%	$464,459 41,238 shares	—	30 Jun 2024

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 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions

991,232

Rows available

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 Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders

Q3 2024 holders

Holder diff

Investor	Q2 2024 Shares	Q3 2024 Shares	Share Diff	Share Chg %	Q2 2024 value	Q3 2024 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend