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Bank of the James Financial Group, Inc. (BOTJ) institutional ownership

Latest close $26.71 Jul 20, 2026
Market cap$62M 52-week range SectorFinancial Services
Funds holding · Q1 2026
18
reported BOTJ position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
8 buyers · 10 sellers

Bank of the James Financial Group, Inc. (BOTJ) price and institutional activity

Dates

Q1 2026

$0 bought by 8 investors
Fourthstone LLCCaptrust Financial Advisors +6 more
$0 sold by 10 investors
Pettyjohn, Wood & White, IncGeode +8 more
Bought Sold Totals per quarter; hover a bar for the names.

Bank of the James Financial Group, Inc. (BOTJ) institutional activity · 18

Investor Type Est. change Change Δ Own Date
Fourthstone LLC · Added
Change +64K Date Q1 2026
Fourthstone LLC Added· Q1 2026 +64K Q1 2026
Pettyjohn, Wood & White, Inc · Reduced
Change −27K Date Q1 2026
Pettyjohn, Wood & White, Inc Reduced· Q1 2026 −27K Q1 2026
Captrust Financial Advisors · Added
Change +5K Date Q1 2026
Captrust Financial Advisors Added· Q1 2026 +5K Q1 2026
Vanguard · Added
Change +5K Date Q1 2026
Vanguard Added· Q1 2026 +5K Q1 2026
Geode · Reduced
Change −5K Date Q1 2026
Geode Reduced· Q1 2026 −5K Q1 2026
Osaic Holdings, Inc. · Exited
Change −5K Δ Own −100.0% Date Q1 2026
Osaic Holdings, Inc. Exited· Q1 2026 −5K −100.0% Q1 2026
Krilogy Financial LLC · Reduced
Change −2K Date Q1 2026
Krilogy Financial LLC Reduced· Q1 2026 −2K Q1 2026
Daytona Street Capital LLC · Reduced
Change −743 Date Q1 2026
Daytona Street Capital LLC Reduced· Q1 2026 −743 Q1 2026
Dimensional · Added
Change +731 Date Q1 2026
Dimensional Added· Q1 2026 +731 Q1 2026
Montvue Capital Management, Inc. · Reduced
Change −500 Date Q1 2026
Montvue Capital Management, Inc. Reduced· Q1 2026 −500 Q1 2026
BlackRock · Added
Change +312 Date Q1 2026
BlackRock Added· Q1 2026 +312 Q1 2026
Tower Research Capital LLC (trc) · Reduced
Change −202 Date Q1 2026
Tower Research Capital LLC (trc) Reduced· Q1 2026 −202 Q1 2026
Rfg - Bristol Wealth Advisors, LLC · Added
Change +79 Date Q1 2026
Rfg - Bristol Wealth Advisors, LLC Added· Q1 2026 +79 Q1 2026
Citigroup Inc · Exited
Change −46 Δ Own −100.0% Date Q1 2026
Citigroup Inc Exited· Q1 2026 −46 −100.0% Q1 2026
UBS Group AG · Reduced
Change −25 Date Q1 2026
UBS Group AG Reduced· Q1 2026 −25 Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 18

Famous investor activity in Bank of the James Financial Group, Inc. (BOTJ)

Bank of the James Financial Group, Inc. (BOTJ) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Jamerson Phillip C. · Director Buy +$23K
Price $23.40 Qty +1K Owned 18K Trade date May 7, 2026 Filed date May 8, 2026
Jamerson Phillip C. Director Buy $23.40 +1K +$23K 18K May 7, 2026 May 8, 2026
Addison Lewis C. · Director Buy +$2K
Price $23.18 Qty +82 Owned 20K Trade date May 7, 2026 Filed date May 7, 2026
Addison Lewis C. Director Buy $23.18 +82 +$2K 20K May 7, 2026 May 7, 2026
Bryant William C. III · Director Buy +$24K
Price $23.11 Qty +1K Owned 78K Trade date May 6, 2026 Filed date May 7, 2026
Bryant William C. III Director Buy $23.11 +1K +$24K 78K May 6, 2026 May 7, 2026
Chapman Robert R. · Director, Officer Buy +$25K
Price $20.89 Qty +1K Owned 124K Trade date Feb 20, 2026 Filed date Feb 20, 2026
Chapman Robert R. Director, Officer Buy $20.89 +1K +$25K 124K Feb 20, 2026 Feb 20, 2026
Bryant William C. III · Director Buy +$12K
Price $20.82 Qty +600 Owned 77K Trade date Feb 19, 2026 Filed date Feb 20, 2026
Bryant William C. III Director Buy $20.82 +600 +$12K 77K Feb 19, 2026 Feb 20, 2026
Bryant William C. III · Director Buy +$8K
Price $20.00 Qty +396 Owned 76K Trade date Feb 12, 2026 Filed date Feb 20, 2026
Bryant William C. III Director Buy $20.00 +396 +$8K 76K Feb 12, 2026 Feb 20, 2026
Addison Lewis C. · Director Buy +$2K
Price $20.50 Qty +93 Owned 20K Trade date Feb 10, 2026 Filed date Feb 11, 2026
Addison Lewis C. Director Buy $20.50 +93 +$2K 20K Feb 10, 2026 Feb 11, 2026
7 of 7

Bank of the James Financial Group, Inc. (BOTJ) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Fourthstone LLC 385K
% of shares outstanding 8.5% Filing date May 15, 2026
Fourthstone LLC 385K 8.5% May 15, 2026
Eidelman Virant Capital 247K
% of shares outstanding 5.2% Filing date Feb 2, 2022
Eidelman Virant Capital 247K 5.2% Feb 2, 2022
Pettyjohn, Wood & White, Inc 224K
% of shares outstanding 4.9% Filing date May 15, 2026
Pettyjohn, Wood & White, Inc 224K 4.9% May 15, 2026
Basswood Capital Management, L.L.C. 0
% of shares outstanding 0.0% Filing date Feb 10, 2023
Basswood Capital Management, L.L.C. 0 0.0% Feb 10, 2023
4 of 4

Bank of the James Financial Group, Inc. (BOTJ) ownership FAQ

Who owns BOTJ?

18 reporting institutions disclosed BOTJ position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.