Bank of the James Financial Group Inc

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Bank of the James Financial Group Inc
TickerBOTJ
CIK #0001275101
CUSIP470299108
SectorFinance - State Commercial Banks
AddressPO Box 1200, Lynchburg, VA 24505
Source [EDGAR]
CIK Filing 2011 - 2025
[0001275101] 10-K
[0001275101] 10-Q
[0001275101] 3
[0001275101] 4
[0001275101] 5
[0001275101] 8-K
[0001275101] D
[0001275101] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Pettyjohn Wood & White Inc Bank of the James Financial Group Inc [2024-11-12] 0.0
Eidelman Virant Capital Bank of the James Financial Group Inc [2022-02-02] 5.2
Eidelman Virant Capital Bank of the James Financial Group Inc [2019-02-12] 5.8
Basswood Capital Management LLC Bank of the James Financial Group Inc [2018-02-09] 0.1
Banc Funds Co LLC Bank of the James Financial Group Inc [2016-02-12] 0.0
Form 3/4/5 Filer 2011 - 2025
Bank of the James Financial Group Inc
Scruggs J Todd
Addison Lewis C
Umberger Harry P Jr
Syrek Michael A
Bryant William C III
Chapman Robert R
Sorenson Eric John Jr
Alford John R Jr
Doyle Julie P
Foster Watt R Jr
Jamerson Phillip C
Dalton Aubrey Douglas III
Petticolas Augustus A Jr
Pettyjohn Thomas W Jr
Langley Lydia K
Daly James F
Form 13F Holdings
Firm Period DFND Voting Shares
Pettyjohn Wood & White Inc [2025-06-30] SOLE 257,061 257,061
Fourthstone LLC [2025-06-30] SOLE 225,618 225,618
Vanguard Group Inc [2025-06-30] SOLE 0 190,204
Captrust Financial Advisors [2025-06-30] SOLE 141,827 143,477
Geode Capital Management LLC [2025-06-30] DFND 39,994 39,994
Bridgeway Capital Management LLC [2025-06-30] SOLE 35,370 35,370
Dimensional Fund Advisors LP [2025-06-30] SOLE 30,584 30,584
Empowered Funds LLC [2025-06-30] OTR 22,370 22,370
First Manhattan Co LLC [2025-06-30] SOLE 0 22,311
Salzhauer Michael [2025-06-30] OTR 0 18,690
Montvue Capital Management Inc [2025-06-30] SOLE 0 13,027
RFG - Bristol Wealth Advisors LLC [2025-06-30] SOLE 11,137 11,137
BlackRock, Inc. [2025-06-30] SOLE 9,807 9,807
Wells Fargo & Company/MN [2025-06-30] DFND 1 6,343
Morgan Stanley [2025-06-30] DFND 1 3,585
Vanguard Group Inc [2025-06-30] DFND 0 2,381
Wealthtrak Capital Management LLC [2025-06-30] SOLE 0 2,200
Acadian Asset Management LLC [2025-06-30] DFND 2,139 2,139
Dimensional Fund Advisors LP [2025-06-30] DFND 0 2,081
Raymond James Financial Inc [2025-06-30] DFND 0 1,948
Jones Financial Companies LLLP [2025-06-30] SOLE 300 300
Tower Research Capital LLC (TRC) [2025-06-30] DFND 293 293
Bank of America Corp /DE/ [2025-06-30] DFND 0 40
FMR LLC [2025-06-30] DFND 0 5
SBI Securities Co., Ltd. [2025-06-30] DFND 2 2
Royal Bank of Canada [2025-06-30] DFND 2 2
Concourse Financial Group Securities Inc [2025-06-30] SOLE 0 0
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