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Bank of the James Financial Group

BOTJ on Nasdaq. Market value $124m.

Watch this stockFree. We tell you when something changes.

Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

1 long-term investor we follow owns it, unchanged from 1 last quarter. 45 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

1 investor owns more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 6 insiders bought $162,925 of shares on the open market.

Cluster buy4 insiders bought within 30 days (6 August 2026 to 10 August 2026).
  • ADDISON LEWIS C
    Director
    Bought
    Date
    10 August 2026
    Shares
    70
    Price
    $27.21
    Value
    $1,905
  • SYREK MICHAEL A
    President - Bank of the James
    Bought
    Date
    7 August 2026
    Shares
    100
    Price
    $27.05
    Value
    $2,705
  • FOSTER WATT R JR
    Director
    Bought
    Date
    6 August 2026
    Shares
    447
    Price
    $28.01
    Value
    $12,520
  • BRYANT WILLIAM C III
    Director
    Bought
    Date
    6 August 2026
    Shares
    650
    Price
    $27.10
    Value
    $17,615
  • JAMERSON PHILLIP C
    Director
    Bought
    Date
    7 May 2026
    Shares
    1,000
    Price
    $23.40
    Value
    $23,400
  • ADDISON LEWIS C
    Director
    Bought
    Date
    7 May 2026
    Shares
    82
    Price
    $23.18
    Value
    $1,901
  • BRYANT WILLIAM C III
    Director
    Bought
    Date
    6 May 2026
    Shares
    1,043
    Price
    $23.11
    Value
    $24,104
  • CHAPMAN ROBERT R
    President, Director
    Bought
    Date
    20 February 2026
    Shares
    1,200
    Price
    $20.89
    Value
    $25,068
  • BRYANT WILLIAM C III
    Director
    Bought
    Date
    19 February 2026
    Shares
    600
    Price
    $20.82
    Value
    $12,492
  • BRYANT WILLIAM C III
    Director
    Bought
    Date
    12 February 2026
    Shares
    396
    Price
    $20.00
    Value
    $7,920

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 27 Mar 2026, plus the 10-Q filed 12 Aug 2026 and 3 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.