Security key
470299108
BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value (BOTJ)
CUSIP: 470299108
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock, $2.14 per share par value
- Total 13F shares
- 1,441,228
- Total 13F value
- $36,830,978
- Share change
- +88,625
- SEC-reported price per share
- $25.52
- Number of holders
- 45
- Value change
- +$2,264,071
- Number of buys
- 30
- Number of sells
- 9
- Shares outstanding
- 4,544,715
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2026
Institutions
45
Top holders
10
BOTJ full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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
Fourthstone LLC
Disclosed value leader
Fourthstone LLC
Comparable rows
15/15
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.4%
13D/G row: Fourthstone LLC
Showing 1-6 of 15 holder rows.
Quick read
Fourthstone LLC leads the comparable SEC ownership view at 7.4%.
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 Fourthstone LLC's linked filing trail.
Comparable ownership
Top 5
Fourthstone LLC
7.4%
PETTYJOHN, WOOD & WHITE, INC
4.9%
Robert R. Chapman III
2.7%
J. Todd Scruggs
0.74%
Phillip C. Jamerson
0.4%
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 |
|---|---|---|---|---|---|
| Fourthstone LLC |
13D/G
13F
Company
|
7.4%
|
$8,536,210
334,491 shares
|
-$1,301,699 | 30 Jun 2026 |
| PETTYJOHN, WOOD & WHITE, INC |
13F
13D/G
Company
|
4.9%
from 13D/G
|
$4,619,739
224,259 shares
|
— | 31 Mar 2026 |
| Robert R. Chapman III |
3/4/5
President, Director
|
2.7%
|
$2,592,825
124,118 shares
|
+$25,663 | 19 Feb 2026 |
| J. Todd Scruggs |
3/4/5
Secretary-Treasurer, Director
|
0.74%
|
$479,108
33,507 shares
|
— | 14 Aug 2025 |
| Phillip C. Jamerson |
3/4/5
Director
|
0.4%
|
$425,589
18,190 shares
|
+$51,905 | 07 May 2026 |
| Eric J. Sorenson Jr. |
3/4/5
EVP
|
0.13%
|
$106,821
5,904 shares
|
+$4,191 | 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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
45
Shares
1,441,228
Rows available
45
| 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 Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
27
Q2 2026 holders
45
Holder diff
18
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend