Bank of the James Financial Group, Inc.· BOTJ

🇺🇸 US · MicroBroad USNASDAQ

Financial ServicesBanks - RegionalWebsite

Price: $27.10
Day: -0.22%
Mkt Cap: $123.12M
52W Range: $13.70 – $29.79
Volume: 33.8K
Beta: 0.16

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Bank of the James Financial Group, Inc.

BOTJ|Financial Services|Banks - Regional

Current price: $27

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow$49.4K

Net share flow+2.1K

Purchases3 ($49.4K)

Sales0 ($0)

Top Notable Transactions

Insider

Type

Value

Date

DALY JAMES F

Purchase

$982.5K

Aug 8

FOSTER WATT R JR

Purchase

$169.4K

Aug 20

FOSTER WATT R JR

Purchase

$169.4K

Aug 20

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership29.8%

13F share flow+12.3%

Investors holding27

+13 adding-11 reducing

New 3Inc 10Red 7Closed 4

Top Institutional Holders

Institution

Value

Change

FOURTHSTONE LLC

$7.9M

+19.8%

PETTYJOHN, WOOD & WHITE, INC

$4.6M

-10.8%

CAPTRUST FINANCIAL ADVISORS

$3.0M

+3.8%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$746.5K

0.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting8

Total shares held165.0K

Share flow-3.9%

0 buying1 selling

Buying 0Unchanged 7Selling 1

Top Fund Holders

Fund

Weight

Change

FIDELITY CONCORD STREET TRUST

27.2K

0.01%

-6.4K

iSHARES TRUST

9.8K

0.00%

USAA MUTUAL FUNDS TRUST

638

0.00%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

BOTJ Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+11

Institutional Flow

50% weight

+18

Fund Flow

10% weight

-100

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for BOTJ

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Light insider buying in Q2 2026

Minor: 3 purchases totaling $49.4K (2.1K shares)

Share volume is near the historical average

Insider buying in 4 of the last 4 quarters

Notable Recent Transactions, BOTJ

Top 8 highest-value recent insider trades

DALY JAMES F

Director

Buy

75,000 shares at $13.10

Aug 8, 2016$982.50K

FOSTER WATT R JR

Director

Buy

12,100 shares at $14.00

Aug 20, 2021$169.40K

FOSTER WATT R JR

Director

Buy

12,100 shares at $14.00

Aug 20, 2021$169.40K

JAMERSON PHILLIP C

Director

Buy

8,500 shares at $13.20

Feb 16, 2023$112.20K

BRYANT WILLIAM C III

Director

Buy

6,395 shares at $14.49

May 22, 2025$92.70K

GILES DONALD M

Director

Buy

10,484 shares at $8.43

May 10, 2010$88.38K

LANGLEY LYDIA K

Director

Buy

5,300 shares at $14.59

Oct 20, 2017$77.33K

BRYANT WILLIAM C III

Director

Buy

5,925 shares at $12.00

Oct 27, 2022$71.10K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for BOTJ

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

29.8% institutional ownership

Balanced activity: 13 adding vs 11 reducing

13F shares increased by 2.5%, a notable change

Momentum weakening from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+13 growing-11 shrinkingNet: +2

New (3)

Increased (10)

Reduced (7)

Closed (4)

Top Institutional Holders, BOTJ

Largest 8 institutional positions by ownership percentage as of Q1 2026

FOURTHSTONE LLC

385.5K

$7.9M

Ownership

8.48%

+19.8%

PETTYJOHN, WOOD & WHITE, INC

224.3K

$4.6M

Ownership

4.94%

-10.8%

CAPTRUST FINANCIAL ADVISORS

147.3K

$3.0M

Ownership

3.24%

+3.8%

BRIDGEWAY CAPITAL MANAGEMENT, LLC

36.2K

$746.5K

Ownership

0.80%

No change

GEODE CAPITAL MANAGEMENT, LLC

35.5K

$730.6K

Ownership

0.78%

-12.8%

DIMENSIONAL FUND ADVISORS LP

33.5K

$689.3K

Ownership

0.74%

+2.2%

KRILOGY FINANCIAL LLC

28.9K

$653.4K

Ownership

0.64%

-6.5%

VANGUARD FIDUCIARY TRUST CO

25.8K

$532.2K

Ownership

0.57%

+100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 8 ETFs and mutual funds reporting

0 buying1 sellingNet: -1

Buying (0)

Unchanged (7)

Selling (1)

Very Bearish

Funds distributing in Q2 2026

8 ETFs and mutual funds reporting

1 funds selling vs 0 buying

Top Fund Holders, BOTJ

Largest 3 ETF and mutual fund positions by shares held as of latest filing

FIDELITY CONCORD STREET TRUST

27.2K

Weight

0.01%

Decreased

iSHARES TRUST

9.8K

Weight

0.00%

No change

USAA MUTUAL FUNDS TRUST

638

Weight

0.00%

No change

Bank of the James Financial Group, Inc.· BOTJ

Holdings Analysis

Insider Trading Activity

1.3Transaction History442Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings23Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History442Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings23Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights