Bank of the James Financial Group Inc (BOTJ) shareholders
BOTJNasdaqState Commercial BanksFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 12, 2026Score 13/308% above fair value
$24.88+0.11 (+0.44%)
Close on Nov 13, 2026Market cap $113.04MP/E 9.4Yield 1.61%
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
22 buys · 0 sales
Net bought $187.93K
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 Joint filing with L. Phillip Stone, IV (8.48%), Fourthstone Master Opportunity Fund Ltd (6.53%) | 385,498 | 8.48% | 13G (passive) amendment | Mar 31, 2026 |
| L. Phillip Stone, IV Joint filing with Fourthstone LLC (7.36%), Fourthstone Master Opportunity Fund Ltd (5.66%) | 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% | $318.00K | +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)
26 funds held BOTJ in Q2 2026, 76% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 15,500 | 0.34% | Nov 13, 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 | 19,869 | 0.44% | Nov 10, 2026 |
| William C. Bryant Iii | Director | 79,073 | 1.74% | Nov 9, 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 | Nov 9, 2026 | Buy | +78 | $24.92 | $1.94K | 19,869 |
| William C. Bryant Iii Director | Nov 6, 2026 | Buy | +707 | $24.00 | $16.97K | 79,073 |
| Michael A. Syrek President - Bank of the James | Nov 5, 2026 | Buy | +150 | $24.00 | $3.60K | 13,850 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
0.86%
0M shares short
Days to cover
1.0
At 0M shares a day
Change since last report
+30.8%
From 0M shares
Short volume, 20 days
33.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bank of the James Financial's stock actually held short. Settlement fails (shares not delivered on time) peaked at 966 shares on Aug 26, 2026 over the last 90 days.
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