Security key
470299108
BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ)
CUSIP: 470299108
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common Stock, $2.14 per share par value
- Shares outstanding
- 4,545,967
- Total 13F shares
- 1,047,786
- Share change
- +42,759
- Total reported value
- $16,178,731
- Price per share
- $15.60
- Number of holders
- 24
- Value change
- +$752,820
- Number of buys
- 10
- Number of sells
- 7
Report period
Q4 2024
Institutions
24
Top holders
10
BOTJ full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
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:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC |
13F
|
Company |
5.6%
|
255,569
|
$3,511,515 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.2%
|
192,585
|
$2,646,118 | — | 30 Sep 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
3.2%
|
145,633
|
$2,001,004 | — | 30 Sep 2024 | |
| Fourthstone LLC |
13F
|
Company |
2%
|
93,119
|
$1,279,455 | — | 30 Sep 2024 | |
| Inspire Investing, LLC |
13F
|
Company |
1.6%
|
74,058
|
$1,017,557 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.84%
|
38,400
|
$527,756 | — | 30 Sep 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.72%
|
32,642
|
$448,501 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.61%
|
27,555
|
$378,606 | — | 30 Sep 2024 | |
| BANC FUNDS CO LLC |
13F
|
Company |
0.51%
|
23,029
|
$316,418 | — | 30 Sep 2024 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.49%
|
22,311
|
$306,553 | — | 30 Sep 2024 | |
| Empowered Funds, LLC |
13F
|
Company |
0.43%
|
19,642
|
$269,881 | — | 30 Sep 2024 | |
| Michael Salzhauer |
13F
|
Individual |
0.42%
|
18,990
|
$260,923 | — | 30 Sep 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.28%
|
12,828
|
$176,000 | — | 30 Sep 2024 | |
| MontVue Capital Management, Inc. |
13F
|
Company |
0.28%
|
12,727
|
$174,869 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
0.23%
|
10,357
|
$142,306 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.14%
|
6,342
|
$87,139 | — | 30 Sep 2024 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.05%
|
2,139
|
$29,000 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.03%
|
1,585
|
$21,787 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
582
|
$7,997 | — | 30 Sep 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.01%
|
452
|
$6,210 | — | 30 Sep 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
343
|
$4,713 | — | 30 Sep 2024 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0.01%
|
300
|
$4,230 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
45
|
$619 | — | 30 Sep 2024 | |
| Watt R. Foster Jr. |
3/4/5
|
Director |
—
class O/S missing
|
125,913
|
$1,508,438 | — | 06 Feb 2024 | |
| John R. Alford Jr. |
3/4/5
|
Director |
—
class O/S missing
|
25,000
|
$290,250 | — | 16 Feb 2024 | |
| Julie P. Doyle |
3/4/5
|
Director |
—
class O/S missing
|
18,203
|
$217,162 | — | 09 Feb 2024 | |
| Thomas W. Pettyjohn Jr. |
3/4/5
|
Director, Chairman of the Board |
—
class O/S missing
|
17,995
|
$177,251 | — | 08 May 2023 | |
| A. Douglas Dalton III |
3/4/5
|
Director |
—
class O/S missing
|
11,353
|
$111,827 | — | 12 May 2023 | |
| Augustus A. Petticolas Jr. |
3/4/5
|
Director |
—
class O/S missing
|
2,560
|
$25,216 | — | 10 May 2023 |
Institutional Holders of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ) as of Q4 2024
As of 31 Dec 2024,
BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ) was held by
24 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,047,786 shares.
The largest 10 holders included
PETTYJOHN, WOOD & WHITE, INC, VANGUARD GROUP INC, Fourthstone LLC, CAPTRUST FINANCIAL ADVISORS, Inspire Investing, LLC, GEODE CAPITAL MANAGEMENT, LLC, BRIDGEWAY CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, FIRST MANHATTAN CO. LLC., and Empowered Funds, LLC.
This page lists
24
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
23
Q4 2024 holders
24
Holder diff
1
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.