BOTJNasdaqState Commercial BanksFiscal year ends December 31
BANK OF THE JAMES FINANCIAL GROUP INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$26.72−0.12 (-0.45%)
Close on Oct 19, 2026
- Market cap
- $121.40M
- P/E (TTM)
- 10.6
- Dividend yield
- 1.50%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
31.7%
1M of 5M shares
Institutional holders
45
18 new, 0 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
19 buys · 0 sales
Net bought $165.42K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Fourthstone LLC | 385,498 | 8.48% | 13G (passive) amendment | Mar 31, 2026 |
| L. Phillip Stone, IV | 334,491 | 7.36% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BOTJ | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Fourthstone LLC | 334,491 | 7.36% | $8.60M | −51,007 | 6.12% |
| Pettyjohn, Wood & White, Inc | 218,859 | 4.82% | $5.59M | −5,400 | 0.81% |
| Vanguard Capital Management LLC | 159,256 | 3.51% | $4.06M | −516 | 0.00% |
| Captrust Financial Advisors | 143,977 | 3.17% | $3.67M | −3,333 | 0.01% |
| Daytona Street Capital LLC | 79,078 | 1.74% | $2.01M | −78,045 | 1.46% |
| North Reef Capital Management LP | 50,132 | 1.10% | $1.28M | New | 0.05% |
| Geode Capital Management, LLC | 42,202 | 0.93% | $1.08M | +6,747 | 0.00% |
| Bridgeway Capital Management, LLC | 37,682 | 0.83% | $961.65K | +1,444 | 0.02% |
| Dimensional Fund Advisors LP | 37,178 | 0.82% | $948.36K | +3,720 | 0.00% |
| Susquehanna International Group, Llp | 35,058 | 0.77% | $894.68K | New | 0.00% |
| Renaissance Technologies LLC | 30,177 | 0.66% | $770.12K | New | 0.00% |
| Empowered Funds, LLC | 24,682 | 0.54% | $629.89K | +1,444 | 0.00% |
| BlackRock, Inc. | 24,219 | 0.53% | $618.07K | +13,422 | 0.00% |
| Vanguard Fiduciary Trust Co | 23,976 | 0.53% | $611.87K | −1,861 | 0.00% |
| First Manhattan Co. LLC. | 22,311 | 0.49% | $569.38K | – | 0.00% |
| LPL Financial LLC | 19,054 | 0.42% | $486.25K | +4,734 | 0.00% |
| Krilogy Financial LLC | 18,900 | 0.42% | $482.33K | −10,000 | 0.01% |
| Hillsdale Investment Management Inc. | 17,000 | 0.37% | $433.84K | New | 0.01% |
| MontVue Capital Management, Inc. | 13,297 | 0.29% | $339.34K | +770 | 0.20% |
| Acadian Asset Management LLC | 12,643 | 0.28% | $318 | +10,613 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 45 | 1M | 31.7% | 18 / 12 | 9 / 0 | 0M | 0M |
| Q1 2026 | 27 | 1M | 29.8% | 4 / 7 | 7 / 3 | 0M | 0M |
| Q4 2025 | 27 | 1M | 28.5% | 5 / 6 | 5 / 2 | 0M | 0M |
| Q3 2025 | 24 | 1M | 25.1% | 2 / 8 | 6 / 3 | 0M | 0M |
| Q2 2025 | 25 | 1M | 23.0% | 2 / 9 | 4 / 3 | 0M | 0M |
| Q1 2025 | 26 | 1M | 22.5% | 4 / 11 | 5 / 2 | 0M | 0M |
| Q4 2024 | 24 | 1M | 23.1% | 4 / 8 | 4 / 3 | 0M | 0M |
| Q3 2024 | 23 | 1M | 21.8% | 5 / 8 | 5 / 1 | 0M | 0M |
| Q2 2024 | 20 | 1M | 20.4% | 3 / 4 | 9 / 3 | 0M | 0M |
| Q1 2024 | 20 | 1M | 21.8% | 2 / 8 | 5 / 1 | 0M | 0M |
| Q4 2023 | 19 | 1M | 18.6% | 3 / 7 | 3 / 2 | 0M | 0M |
| Q3 2023 | 18 | 1M | 18.0% | 0 / 8 | 4 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BOTJ | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 111,400 | 2.45% | $2.84M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 44,830 | 0.99% | $1.14M | 0.00% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 24,682 | 0.54% | $629.88K | 0.03% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 13,959 | 0.31% | $356.23K | 0.02% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 13,749 | 0.30% | $315.26K | 0.00% | May 31, 2026 |
| Omni Small-Cap Value Fund | 13,000 | 0.29% | $331.76K | 0.03% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 8,408 | 0.19% | $227.35K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 7,508 | 0.17% | $172.16K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 5,934 | 0.13% | $136.07K | 0.00% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 5,083 | 0.11% | $137.44K | 0.00% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 3,940 | 0.09% | $106.54K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 1 Portfolio | 3,363 | 0.07% | $90.94K | 0.00% | Jul 31, 2026 |
| Schwab Total Stock Market Index Fund | 2,744 | 0.06% | $74.20K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 2,062 | 0.05% | $55.76K | 0.00% | Jul 31, 2026 |
| Vanguard Balanced Index Fund | 2,016 | 0.04% | $51.45K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert R. Chapman | President, Director | 124,118 | 2.73% | Feb 20, 2026 |
| J. Todd Scruggs | Secretary-Treasurer, Director | 33,507 | 0.74% | Aug 15, 2025 |
| Michael A. Syrek | President - Bank of the James | 15,350 | 0.34% | Aug 12, 2026 |
| Eric John Sorenson Jr | EVP | 5,904 | 0.13% | Feb 11, 2026 |
| Harry P. Umberger Jr | EVP - Chief Credit Officer | 2,025 | 0.04% | Aug 13, 2025 |
| Lewis C. Addison | Director | 19,791 | 0.44% | Aug 11, 2026 |
| William C. Bryant Iii | Director | 78,366 | 1.72% | Aug 10, 2026 |
| Watt R. Foster Jr | Director | 132,126 | 2.91% | Aug 10, 2026 |
| Phillip C. Jamerson | Director | 18,190 | 0.40% | May 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lewis C. Addison Director | Aug 10, 2026 | Buy | +70 | $27.22 | $1.91K | 19,791 |
| Michael A. Syrek President - Bank of the James | Aug 7, 2026 | Buy | +100 | $27.05 | $2.71K | 13,700 |
| William C. Bryant Iii Director | Aug 6, 2026 | Buy | +650 | $27.10 | $17.62K | 78,366 |
| Watt R. Foster Jr Director | Aug 6, 2026 | Buy | +447 | $28.01 | $12.52K | 126,360 |
| Phillip C. Jamerson Director | May 7, 2026 | Buy | +1,000 | $23.40 | $23.40K | 18,190 |
| Lewis C. Addison Director | May 7, 2026 | Buy | +82 | $23.18 | $1.90K | 19,721 |
| William C. Bryant Iii Director | May 6, 2026 | Buy | +1,043 | $23.11 | $24.10K | 77,716 |
| Robert R. Chapman President, Director | Feb 20, 2026 | Buy | +1,200 | $20.89 | $25.07K | 124,118 |
| William C. Bryant Iii Director | Feb 19, 2026 | Buy | +600 | $20.82 | $12.49K | 76,673 |
| William C. Bryant Iii Director | Feb 12, 2026 | Buy | +396 | $20.00 | $7.92K | 76,073 |
| Lewis C. Addison Director | Feb 10, 2026 | Buy | +93 | $20.50 | $1.91K | 19,639 |
| Eric John Sorenson Jr EVP | Dec 8, 2025 | Buy | +60.35 | $17.92 | $1.08K | 4,350 |
| Phillip C. Jamerson Director | Nov 25, 2025 | Buy | +100 | $17.59 | $1.76K | 17,190 |
| Phillip C. Jamerson Director | Nov 24, 2025 | Buy | +1,014 | $16.65 | $16.88K | 17,090 |
| Robert R. Chapman President, Director | Nov 20, 2025 | Buy | +33 | $18.04 | $595 | 122,918 |
| Eric John Sorenson Jr EVP | Nov 18, 2025 | Buy | +49.03 | $16.70 | $819 | 4,289 |
| Phillip C. Jamerson Director | Nov 18, 2025 | Buy | +589 | $16.75 | $9.87K | 16,076 |
| Lewis C. Addison Director | Nov 17, 2025 | Buy | +113 | $16.75 | $1.89K | 19,546 |
| William C. Bryant Iii Director | Nov 17, 2025 | Buy | +59 | $16.75 | $988 | 75,677 |
| Eric John Sorenson Jr EVP | Oct 16, 2025 | Buy | +51.85 | $15.80 | $819 | 4,240 |
| Eric John Sorenson Jr EVP | Sep 29, 2025 | Buy | +93.75 | $15.70 | $1.47K | 4,189 |
| William C. Bryant Iii Director | Aug 25, 2025 | Buy | +2,525 | $15.43 | $38.96K | 75,618 |
| Eric John Sorenson Jr EVP | Aug 18, 2025 | Buy | +58.57 | $13.99 | $819 | 4,095 |
| J. Todd Scruggs Secretary-Treasurer, Director | Aug 14, 2025 | Buy | +356 | $14.30 | $5.09K | 33,349 |
| Lewis C. Addison Director | Aug 13, 2025 | Buy | +134 | $14.00 | $1.88K | 19,433 |
| Harry P. Umberger Jr EVP - Chief Credit Officer | Aug 12, 2025 | Buy | +138 | $13.88 | $1.92K | 2,025 |
| Michael A. Syrek President - Bank of the James | Aug 11, 2025 | Buy | +243 | $13.97 | $3.39K | 13,600 |
| Michael A. Syrek President - Bank of the James | Aug 11, 2025 | Buy | +7 | $14.00 | $98 | 13,357 |
| Eric John Sorenson Jr EVP | Jul 16, 2025 | Buy | +58.4 | $14.03 | $819 | 4,036 |
| Eric John Sorenson Jr EVP | Jun 23, 2025 | Buy | +73.83 | $14.13 | $1.04K | 3,978 |
| William C. Bryant Iii Director | May 22, 2025 | Buy | +207 | $14.25 | $2.95K | 66,698 |
| William C. Bryant Iii Director | May 22, 2025 | Buy | +6,395 | $14.50 | $92.73K | 73,093 |
| William C. Bryant Iii Director | May 21, 2025 | Buy | +223 | $14.25 | $3.18K | 66,491 |
| William C. Bryant Iii Director | May 20, 2025 | Buy | +394 | $14.25 | $5.61K | 66,268 |
| William C. Bryant Iii Director | May 20, 2025 | Buy | +394 | $14.25 | $5.61K | 66,268 |
| Eric John Sorenson Jr EVP | May 16, 2025 | Buy | +55.92 | $14.65 | $819 | 3,904 |
| Lewis C. Addison Director | May 12, 2025 | Buy | +303 | $14.25 | $4.32K | 19,299 |
| Lewis C. Addison Director | May 9, 2025 | Buy | +349 | $14.25 | $4.97K | 18,996 |
| Robert R. Chapman President, Director | May 5, 2025 | Buy | +2,828 | $14.11 | $39.90K | 122,885 |
| Michael A. Syrek President - Bank of the James | May 5, 2025 | Buy | +350 | $14.00 | $4.90K | 13,350 |
| Eric John Sorenson Jr EVP | Apr 16, 2025 | Buy | +55.58 | $14.74 | $819 | 3,848 |
| Eric John Sorenson Jr EVP | Mar 24, 2025 | Buy | +67.75 | $15.13 | $1.03K | 3,793 |
| Eric John Sorenson Jr EVP | Feb 19, 2025 | Buy | +94.51 | $13.00 | $1.23K | 3,725 |
| Eric John Sorenson Jr EVP | Jan 16, 2025 | Buy | +63.05 | $12.99 | $819 | 3,630 |
| Eric John Sorenson Jr EVP | Dec 9, 2024 | Buy | +9.68 | $16.49 | $160 | 3,567 |
| Eric John Sorenson Jr EVP | Dec 9, 2024 | Buy | +11.17 | $16.49 | $184 | 3,558 |
| Eric John Sorenson Jr EVP | Nov 18, 2024 | Buy | +56.18 | $14.58 | $819 | 3,546 |
| Eric John Sorenson Jr EVP | Oct 16, 2024 | Buy | +61.62 | $13.29 | $819 | 3,490 |
| Eric John Sorenson Jr EVP | Sep 23, 2024 | Buy | +11.21 | $14.53 | $163 | 3,429 |
| Eric John Sorenson Jr EVP | Sep 17, 2024 | Buy | +83.88 | $14.44 | $1.21K | 3,417 |
| Eric John Sorenson Jr EVP | Aug 16, 2024 | Buy | +59.48 | $13.18 | $784 | 3,333 |
| Eric John Sorenson Jr EVP | Jul 16, 2024 | Buy | +63.91 | $12.26 | $784 | 3,274 |
| Eric John Sorenson Jr EVP | Jun 24, 2024 | Buy | +70.5 | $11.12 | $784 | 3,210 |
| Eric John Sorenson Jr EVP | Jun 24, 2024 | Buy | +12.79 | $11.12 | $142 | 3,140 |
| Eric John Sorenson Jr EVP | May 17, 2024 | Buy | +75.73 | $10.35 | $784 | 3,127 |
| Eric John Sorenson Jr EVP | Apr 17, 2024 | Buy | +118.72 | $9.90 | $1.18K | 3,051 |
| Eric John Sorenson Jr EVP | Mar 19, 2024 | Buy | +10.49 | $10.92 | $115 | 2,861 |
| Eric John Sorenson Jr EVP | Mar 19, 2024 | Buy | +71.77 | $10.92 | $784 | 2,932 |
| Eric John Sorenson Jr EVP | Feb 20, 2024 | Buy | +65.99 | $11.88 | $784 | 2,850 |
| John R. Alford Jr Director | Feb 16, 2024 | Buy | +500 | $11.61 | $5.81K | 21,690 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.