BOTJ: BANK OF THE JAMES FINANCIAL GROUP INC insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | 13G amendment | Fourthstone LLC | 7.36% | SEC |
Institutional ownership (Q2 2026)
44 institutions reported holding $36.51M of BANK OF THE JAMES FINANCIAL GROUP INC on Form 13F (27 the quarter before). 17 opened a new position and 0 sold out. Shares held by institutions: +7%.
| Largest holders | Shares | Value |
|---|---|---|
| Fourthstone LLC | 334,491 | $8.60M |
| PETTYJOHN, WOOD & WHITE, INC | 218,859 | $5.59M |
| VANGUARD CAPITAL MANAGEMENT LLC | 159,256 | $4.06M |
| CAPTRUST FINANCIAL ADVISORS | 143,977 | $3.67M |
| Daytona Street Capital LLC | 79,078 | $2.01M |
| North Reef Capital Management LP | 50,132 | $1.28M |
| GEODE CAPITAL MANAGEMENT, LLC | 42,202 | $1.08M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37,682 | $962K |
| DIMENSIONAL FUND ADVISORS LP | 37,178 | $948K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,058 | $895K |
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