Bank of the James Financial Group Inc
BOTJAs of the close on Sep 25, 2026
Price
$26.75
Market cap
$122M
P/E (diluted TTM)
10.6
EPS (TTM)
$2.52
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Bank of the James Financial Group Inc Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
Pick a year or quarter. Each band's width is its dollar amount.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 16 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| UBS Group AG | 2026-03-31 | 60 | $1.24K | SEC filing |
| Empowered Funds, LLC | 2026-03-31 | 23,238 | $479K | SEC filing |
| MontVue Capital Management, Inc. | 2026-03-31 | 12,527 | $258K | SEC filing |
| CAPTRUST FINANCIAL ADVISORS | 2026-03-31 | 147,310 | $3.03M | SEC filing |
| FIRST MANHATTAN CO. LLC. | 2026-03-31 | 22,311 | $460K | SEC filing |
| Krilogy Financial LLC | 2026-03-31 | 28,900 | $653K | SEC filing |
| PETTYJOHN, WOOD & WHITE, INC | 2026-03-31 | 224,259 | $4.62M | SEC filing |
| Daytona Street Capital LLC | 2026-03-31 | 157,123 | $3.22M | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 476 | $9.82K | SEC filing |
| FMR LLC | 2026-03-31 | 5 | $103 | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 35,455 | $731K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 6,343 | $131K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 143 | $2.95K | SEC filing |
| Fourthstone LLC | 2026-03-31 | 385,498 | $7.94M | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 300 | $6.18K | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 2 | $41 | SEC filing |
| RFG - Bristol Wealth Advisors, LLC | 2026-03-31 | 11,344 | $234K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 4,026 | $82.9K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 33,458 | $689K | SEC filing |
| ACADIAN ASSET MANAGEMENT LLC | 2026-03-31 | 2,030 | Not shown | SEC filing |
- Each value is checked against Bank of the James Financial Group Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Bank of the James Financial Group Inc's share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- BRIDGEWAY CAPITAL MANAGEMENT, LLC: 36,238 shares reported 2025-12-31; 36,238 shares reported 2026-03-31.
- Atlantic Union Bankshares Corp: 6,000 shares reported 2025-12-31; 6,000 shares reported 2026-03-31.
- BlackRock, Inc.: 10,485 shares reported 2025-12-31; 10,797 shares reported 2026-03-31.
- LPL Financial LLC: 14,320 shares reported 2025-12-31; 14,320 shares reported 2026-03-31.
- ACADIAN ASSET MANAGEMENT LLC: 2,030 shares reported 2025-12-31; 2,030 shares reported 2026-03-31.
- DIMENSIONAL FUND ADVISORS LP: 32,727 shares reported 2025-12-31; 33,458 shares reported 2026-03-31.
- RFG - Bristol Wealth Advisors, LLC: 11,265 shares reported 2025-12-31; 11,344 shares reported 2026-03-31.
- SBI Securities Co., Ltd.: 2 shares reported 2025-12-31; 2 shares reported 2026-03-31.
- JONES FINANCIAL COMPANIES LLLP: 300 shares reported 2025-12-31; 300 shares reported 2026-03-31.
- Fourthstone LLC: 321,908 shares reported 2025-12-31; 385,498 shares reported 2026-03-31.
- Tower Research Capital LLC (TRC): 345 shares reported 2025-12-31; 143 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 6,342 shares reported 2025-12-31; 6,343 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
3 filers have only one report here.
Independent insiders buying near the same time
- 2026-05-06–2026-05-07: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2026-02-19–2026-02-20: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2026-02-10–2026-02-12: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-11-18–2025-11-25: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2025-11-17–2025-11-24: 6 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2025-08-11–2025-08-18: 6 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2025-05-09–2025-05-16: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2025-05-05–2025-05-12: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-02-16–2024-02-20: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-02-06–2024-02-07: 6 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2023-10-24–2023-10-30: 8 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-05-08–2023-05-12: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-05-05–2023-05-12: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2023-05-03–2023-05-10: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2023-05-02–2023-05-08: 12 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-04-26–2023-05-03: 10 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-04-25–2023-05-02: 12 event(s) across 7 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2023-02-14–2023-02-21: 9 event(s) across 7 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-10-26–2022-11-01: 8 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2022-10-24–2022-10-31: 12 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-07 | ADDISON LEWIS C · Director | Common Stock, Par Value 2.14 | P — Open market or private purchase | +82 | 23.18 | SEC filing |
| 2026-05-07 | JAMERSON PHILLIP C · Director | Common Stock, Par Value 2.14 | P — Open market or private purchase | +1,000 | 23.40 | SEC filing |
| 2026-05-06 | BRYANT WILLIAM C III · Director | Common Stock, Par Value 2.14 | P — Open market or private purchase | +1,043 | 23.11 | SEC filing |
| 2026-02-20 | CHAPMAN ROBERT R · President | Common Stock, Par Value 2.14 | P — Open market or private purchase | +1,200 | 20.89 | SEC filing |
| 2026-02-19 | BRYANT WILLIAM C III · Director | Common Stock, Par Value 2.14 | P — Open market or private purchase | +600 | 20.82 | SEC filing |
| 2026-02-12 | BRYANT WILLIAM C III · Director | Common Stock, Par Value 2.14 | P — Open market or private purchase | +396 | 20.00 | SEC filing |
| 2026-02-10 | ADDISON LEWIS C · Director | Common Stock, Par Value 2.14 | P — Open market or private purchase | +93 | 20.50 | SEC filing |
| 2025-12-08 | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | P — Open market or private purchase | +60 | 17.92 | SEC filing |
Showing 8 of 10 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-12-12 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +73 | SEC filing |
| 2023-12-12 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +7 | SEC filing |
| 2023-11-17 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +78 | SEC filing |
| 2023-10-18 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +116 | SEC filing |
| 2023-09-19 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +5 | SEC filing |
| 2023-09-19 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +72 | SEC filing |
| 2023-08-17 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +71 | SEC filing |
| 2023-07-19 (amended) | SORENSON ERIC JOHN JR · EVP | Common Stock, Par Value 2.14 | L — Small acquisition | +82 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.