Bank of the James Financial Gro

Historical 13F Holders

Symbol
BOTJ
CUSIP
470299108
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 470299108 since 12/18/2024, newest first.

Filer % of Class Filed
Fourthstone LLC 13G/A Amendment 2
7.4% 8/14/2026
Event 6/30/2026
Fourthstone LLC 13G/A Amendment 1
8.5% 5/15/2026
Event 3/31/2026
Pettyjohn, Wood & White, Inc 13G/A Amendment 1 4.9% 5/15/2026
Event 3/31/2026
Fourthstone LLC 13G
7.1% 2/13/2026
Event 12/31/2025
Pettyjohn, Wood & White, Inc 13G 5.7% 11/12/2024
Event 9/30/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 6 126 k $3.46 M
2026 Q2 44 1.44 M $36.8 M
2026 Q1 27 1.35 M $27.9 M
2025 Q4 27 1.29 M $24.1 M
2025 Q3 24 1.14 M $17.9 M
2025 Q2 27 1.05 M $14.7 M
2025 Q1 27 1.02 M $15.1 M
2024 Q4 25 1.05 M $16.2 M
2024 Q3 24 991 k $13.6 M
2024 Q2 22 927 k $10.4 M
2024 Q1 24 991 k $10.3 M
2023 Q4 21 847 k $10.3 M
2023 Q3 19 819 k $8.50 M
2023 Q2 23 837 k $7.68 M
2023 Q1 25 877 k $9.21 M
2022 Q4 26 1.01 M $12.2 M
2022 Q3 24 1.18 M $14.9 M
2022 Q2 25 1.31 M $17.0 M
2022 Q1 25 1.39 M $20.6 M
2021 Q4 23 1.39 M $21.4 M
2021 Q3 22 1.40 M $20.2 M
2021 Q2 25 1.40 M $22.4 M
2021 Q1 26 1.36 M $19.4 M
2020 Q4 21 1.34 M $16.4 M
2020 Q3 20 1.37 M $13.4 M
2020 Q2 18 1.37 M $12.9 M
2020 Q1 23 1.39 M $12.1 M
2019 Q4 24 1.45 M $22.1 M
2019 Q3 24 1.45 M $20.7 M
2019 Q2 20 1.47 M $21.6 M
2019 Q1 21 1.45 M $19.9 M
2018 Q4 22 1.45 M $18.9 M
2018 Q3 23 1.45 M $22.9 M
2018 Q2 23 1.47 M $24.4 M
2018 Q1 22 1.39 M $21.3 M
2017 Q4 19 1.38 M $20.7 M
2017 Q3 20 1.54 M $22.3 M
2017 Q2 17 1.54 M $23.1 M
2017 Q1 19 1.47 M $21.6 M
2016 Q4 19 1.48 M $22.3 M
2016 Q3 21 1.37 M $16.7 M
2016 Q2 20 1.44 M $17.6 M
2016 Q1 21 1.35 M $15.8 M
2015 Q4 18 1.40 M $18.0 M
2015 Q3 13 415 k $4.66 M
2015 Q2 13 401 k $4.56 M
2015 Q1 11 386 k $5.64 M
2014 Q4 13 357 k $5.00 M
2014 Q3 12 332 k $4.19 M
2014 Q2 10 312 k $3.98 M
2014 Q1 10 299 k $4.01 M