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 Q3 2026?

10 institutional investors reported BOTJ - BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock, $2.14 per share par value for Q3 2026. Use the holders table for investor-level position and value details.

CUSIP: 470299108

Q3 2026 13F Holders as of 30 Sep 2026

Security type / class: Equity / Common Stock, $2.14 per share par value
Total 13F shares: 233,739
Total 13F value: $6,346,756
Share change: +2,210
SEC-reported price per share: $26.83
Number of holders: 10
Value change: +$70,597
Number of buys: 4
Number of sells: 3
Shares outstanding: 4,544,715

Security key

470299108

Report period

Q3 2026

Institutions

Top holders

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

Previous quarter: Q2 2026

Recent filing periods:

Q3 2026 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

Fourthstone LLC

Disclosed value leader

Fourthstone LLC

Comparable rows

2/15

Latest evidence

06 Aug 2026

13F 13D/G 3/4/5 Lead comparable stake: 7.4% 13 rows are not safely comparable across share classes. 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%.

2 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 2

Fourthstone LLC 7.4%

PETTYJOHN, WOOD & WHITE, INC 4.9%

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	13F 13D/G Company 13F 13D/G	7.4% Reported 13D/G · 30 Jun 2026	$8,600,422 334,491 shares	—	30 Jun 2026
PETTYJOHN, WOOD & WHITE, INC	13F 13D/G Company 13F 13D/G	4.9% Reported 13D/G · 31 Mar 2026	$5,585,275 218,859 shares	—	30 Jun 2026
Watt R. Foster Jr.	3/4/5 Director 3/4/5	— mixed-class rows	$5,047,781 252,273 shares mixed-class rows	+$12,520	06 Aug 2026
VANGUARD CAPITAL MANAGEMENT LLC	13F Company 13F	— denominator unverified	$4,064,213 159,256 shares	—	30 Jun 2026
CAPTRUST FINANCIAL ADVISORS	13F Company 13F	— denominator unverified	$3,674,293 143,977 shares	—	30 Jun 2026
Robert R. Chapman III	3/4/5 President, Director 3/4/5	— denominator unverified	$2,592,825 124,118 shares	+$25,663	19 Feb 2026

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 Q3 2026

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

Institutions

233,739

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 Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders

Q3 2026 holders

Holder diff

-34

Investor	Q2 2026 Shares	Q3 2026 Shares	Share Diff	Share Chg %	Q2 2026 value	Q3 2026 value	Value change	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend