BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ)
CUSIP: 470299108
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / Common Stock, $2.14 per share par value
- Shares outstanding
- 4,540,310
- Total 13F shares
- 1,142,004
- Share change
- +95,955
- Total reported value
- $17,860,003
- Price per share
- $15.60
- Number of holders
- 24
- Value change
- +$1,548,544
- Number of buys
- 10
- Number of sells
- 8
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.
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Recent filing periods for CUSIP 470299108:
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 |
13D/G
13F
|
Company |
5.7%
|
255,569
|
$3,710,862 | $0 | 30 Sep 2024 | |
| Fourthstone LLC |
13F
|
Company |
5%
|
225,618
|
$3,172,189 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.2%
|
192,585
|
$2,709,671 | — | 30 Jun 2025 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
3.2%
|
143,477
|
$2,018,653 | — | 30 Jun 2025 | |
| Watt R. Foster Jr. |
3/4/5
|
Director |
—
class O/S missing
|
125,913
|
$1,508,438 | — | 06 Feb 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.88%
|
39,994
|
$562,862 | — | 30 Jun 2025 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.78%
|
35,370
|
$497,656 | — | 30 Jun 2025 | |
| J. Todd Scruggs |
3/4/5
|
Secretary-Treasurer, Director |
0.74%
|
33,507
|
$479,108 | +$5,091 | 14 Aug 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.72%
|
32,665
|
$459,597 | — | 30 Jun 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.49%
|
22,370
|
$314,746 | — | 30 Jun 2025 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.49%
|
22,311
|
$313,693 | — | 30 Jun 2025 | |
| John R. Alford Jr. |
3/4/5
|
Director |
—
class O/S missing
|
25,000
|
$290,250 | — | 16 Feb 2024 | |
| Michael Salzhauer |
13F
|
Individual |
0.41%
|
18,690
|
$262,781 | — | 30 Jun 2025 | |
| Julie P. Doyle |
3/4/5
|
Director |
—
class O/S missing
|
18,203
|
$217,162 | — | 09 Feb 2024 | |
| Michael A. Syrek |
3/4/5
|
President - Bank of the James |
0.34%
|
15,250
|
$213,207 | +$3,493 | 11 Aug 2025 | |
| MontVue Capital Management, Inc. |
13F
|
Company |
0.29%
|
13,027
|
$183,160 | — | 30 Jun 2025 | |
| Thomas W. Pettyjohn Jr. |
3/4/5
|
Director, Chairman of the Board |
—
class O/S missing
|
17,995
|
$177,251 | — | 08 May 2023 | |
| RFG - Bristol Wealth Advisors, LLC |
13F
|
Company |
0.25%
|
11,137
|
$156,699 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.22%
|
9,807
|
$137,886 | — | 30 Jun 2025 | |
| A. Douglas Dalton III |
3/4/5
|
Director |
—
class O/S missing
|
11,353
|
$111,827 | — | 12 May 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.14%
|
6,343
|
$89,181 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.11%
|
5,083
|
$71,472 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.08%
|
3,585
|
$50,415 | — | 30 Jun 2025 | |
| WealthTrak Capital Management LLC |
13F
|
Company |
0.05%
|
2,200
|
$30,954 | — | 30 Jun 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.05%
|
2,139
|
$29,000 | — | 30 Jun 2025 | |
| Harry P. Umberger Jr. |
3/4/5
|
EVP - Chief Credit Officer |
0.04%
|
2,025
|
$28,107 | +$1,915 | 12 Aug 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.04%
|
1,948
|
$27,389 | — | 30 Jun 2025 | |
| Augustus A. Petticolas Jr. |
3/4/5
|
Director |
—
class O/S missing
|
2,560
|
$25,216 | — | 10 May 2023 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0.01%
|
300
|
$4,131 | — | 30 Jun 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
293
|
$4,120 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
40
|
$562 | — | 30 Jun 2025 | |
| FMR LLC |
13F
|
Company |
0%
|
5
|
$70 | — | 30 Jun 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0%
|
2
|
$28 | — | 30 Jun 2025 |
Institutional Holders of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ) as of Q3 2025
As of 30 Sep 2025,
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
1,142,004 shares.
The largest 10 holders included
Fourthstone LLC, PETTYJOHN, WOOD & WHITE, INC, VANGUARD GROUP INC, CAPTRUST FINANCIAL ADVISORS, GEODE CAPITAL MANAGEMENT, LLC, BRIDGEWAY CAPITAL MANAGEMENT, LLC, Krilogy Financial LLC, DIMENSIONAL FUND ADVISORS LP, Empowered Funds, LLC, and FIRST MANHATTAN CO. LLC..
This page lists
24
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
24
Q3 2025 holders
24
Holder diff
0
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 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.