Institutional Ownership Bank Of The James Financial Group Inc (BOTJ)
This table provides information about the institutional ownership of Bank Of The James Financial Group Inc (BOTJ). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 1.54 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
85
shares
|
$1,444
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4
shares
|
$67
0.0% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2
shares
|
$33
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|