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 Q1 2026?

27 institutional investors reported BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value for Q1 2026. Use the holders table for investor-level position and value details.

CUSIP: 470299108

Q1 2026 13F Holders as of 31 Mar 2026

Security type / class: Equity / Common Stock, $2.14 per share par value
Total 13F shares: 1,352,603
Total 13F value: $27,904,463
Share change: +52,343
SEC-reported price per share: $20.60
Number of holders: 27
Value change: +$1,084,766
Number of buys: 8
Number of sells: 10
Shares outstanding: 4,544,715

Security key

470299108

Report period

Q1 2026

Institutions

Top holders

BOTJ full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2026 Previous quarter: Q4 2025 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: Q2 2026 Previous quarter: Q4 2025

Recent filing periods:

Q2 2026 Q1 2026 Q4 2025 Q3 2025

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

Fourthstone LLC

Comparable rows

15/15

Latest evidence

19 Feb 2026

13F 13D/G 3/4/5 Lead comparable stake: 4.9% 13D/G row: PETTYJOHN, WOOD & WHITE, INC Showing 1-6 of 15 holder rows.

Quick read

PETTYJOHN, WOOD & WHITE, INC leads the comparable SEC ownership view at 4.9%.

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 4.9%

Robert R. Chapman III 2.7%

J. Todd Scruggs 0.74%

Eric J. Sorenson Jr. 0.13%

Harry P. Umberger Jr. 0.04%

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 13D/G Company 13F 13D/G	4.9% from 13D/G	$4,670,678 251,382 shares	—	31 Dec 2025
Robert R. Chapman III	3/4/5 President, Director 3/4/5	2.7%	$2,592,825 124,118 shares	+$25,663	19 Feb 2026
J. Todd Scruggs	3/4/5 Secretary-Treasurer, Director 3/4/5	0.74%	$479,108 33,507 shares	—	14 Aug 2025
Eric J. Sorenson Jr.	3/4/5 EVP 3/4/5	0.13%	$106,821 5,904 shares	+$5,011	31 Dec 2025
Harry P. Umberger Jr.	3/4/5 EVP - Chief Credit Officer 3/4/5	0.04%	$28,107 2,025 shares	—	12 Aug 2025
Fourthstone LLC	13F Company 13F	7.1%	$5,981,051 321,908 shares	—	31 Dec 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 Q1 2026

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

Institutions

1,352,603

Rows available

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 Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders

Q1 2026 holders

Holder diff

Investor	Q4 2025 Shares	Q1 2026 Shares	Share Diff	Share Chg %	Q4 2025 value	Q1 2026 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend