$BOTJ

$30.01 +$0.02 (0.07%) Close

$BOTJ Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 4.5M shares outstanding

Who owns BOTJ?

By type of holder

Institutions 30.9% Insiders 0.0% Everyone else 69.1%

Concentration Top 10 holders own 24.9%

Fourthstone LLC 7.4% · Pettyjohn, Wood & White, Inc 4.8%

Institutional ownership

30.9%

+1.2 pts vs last qtr

Institutional holders

+16 vs last qtr

Net shares bought

+53.2K

by institutions in Q2 2026

New / sold out

16 / 0

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

North Reef Capital Management LP NEW +50.1K
Renaissance Technologies LLC NEW +30.2K

Biggest sellers in Q2 2026

Daytona Street Capital LLC −78.0K
Fourthstone LLC −51.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Bank of The James Financial Group Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+3.8%

+0.41% a year

Each share's claim on the business

−3.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$3.42M vs $318K

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years47% 3–5 years29% 1–3 years2% Under 1 year22%

Quarterly turnover

13.2%

of institutional shares changed hands

Top 10 managers, median time held

3.8 years

Super Investors

Investment managers reporting BOTJ on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F Fourthstone LLC	334.5K	7.36%	−51.0K (−13.2%)	2023	6.1%
Shares held by quarter Peak holding385.5K (Q1'26) Change over 8 quarters+241.4K Share of the company7.360% Fourthstone LLC's full portfolio →
PW Pettyjohn, Wood & White, Inc	218.9K	4.82%	−5.4K (−2.4%)	≤2021	0.8%
Shares held by quarter Peak holding261.9K (Q4'24) Change over 8 quarters−36.7K Share of the company4.820% Pettyjohn, Wood & White, Inc's full portfolio →

Fourthstone LLC

334.5K

% of company

7.36%

Change vs last qtr

−51.0K (−13.2%)

Held since

2023

Pettyjohn, Wood & White, Inc

218.9K

% of company

4.82%

Change vs last qtr

−5.4K (−2.4%)

Held since

≤2021

23 more super investors behind a free account

See every manager holding Bank of The James Financial Group Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BOTJ on Form N-PORT; together they hold 6.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$2.84M	111.4K	2.45%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$1.14M	44.8K	0.99%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$2.84M

% of company

2.45%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$1.14M

% of company

0.99%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Bank of The James Financial Group Inc and how much of the fund the position is.

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