Security key
470299108
BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ)
CUSIP: 470299108
Q4 2025 13F Holders as of 31 Dec 2025
- Security type / class
- Equity / Common Stock, $2.14 per share par value
- Total 13F shares
- 1,294,974
- Total 13F value
- $24,053,011
- Share change
- -4,896
- SEC-reported price per share
- $18.58
- Number of holders
- 27
- Value change
- +$34,612
- Number of buys
- 10
- 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
Q4 2025
Institutions
27
Top holders
10
BOTJ full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Previous 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
J. Todd Scruggs
Disclosed value leader
Fourthstone LLC
Comparable rows
15/15
Latest evidence
31 Dec 2025
3/4/5
13F
Lead comparable stake: 0.74%
Showing 1-6 of 15 holder rows.
Quick read
J. Todd Scruggs leads the comparable SEC ownership view at 0.74%.
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 J. Todd Scruggs's linked filing trail.
Comparable ownership
Top 5
J. Todd Scruggs
0.74%
Michael A. Syrek
0.34%
Eric J. Sorenson Jr.
0.13%
Harry P. Umberger Jr.
0.04%
Fourthstone LLC
6.4%
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 |
|---|---|---|---|---|---|
| J. Todd Scruggs |
3/4/5
Secretary-Treasurer, Director
|
0.74%
|
$479,108
33,507 shares
|
+$5,091 | 14 Aug 2025 |
| Michael A. Syrek |
3/4/5
President - Bank of the James
|
0.34%
|
$213,207
15,250 shares
|
+$3,493 | 11 Aug 2025 |
| Eric J. Sorenson Jr. |
3/4/5
EVP
|
0.13%
|
$106,821
5,904 shares
|
+$5,011 | 31 Dec 2025 |
| Harry P. Umberger Jr. |
3/4/5
EVP - Chief Credit Officer
|
0.04%
|
$28,107
2,025 shares
|
+$1,915 | 12 Aug 2025 |
| Fourthstone LLC |
13F
Company
|
6.4%
|
$4,551,799
291,782 shares
|
— | 30 Sep 2025 |
| PETTYJOHN, WOOD & WHITE, INC |
13F
Company
|
5.6%
|
$3,993,208
255,975 shares
|
— | 30 Sep 2025 |
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 Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
27
Shares
1,294,974
Rows available
27
| 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 Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
24
Q4 2025 holders
27
Holder diff
3
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend