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The company

Bank of the James Financial Group, Inc.

BOTJ · Nasdaq

FinancialsRegional banksLeading

BOTJ stood above a rising 150-day average in 52 of the last 52 weekly readings, every one of them. It is 7.7% above that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
Leading
Weeks in an uptrend
52 in a row
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$297K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
44 (+18)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 52 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$159KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months19
Sale orders, 12 months0
Buyers · sellers7 · 0
WhoDidSharesTraded
Lewis C. AddisonDirectorbought70at $27.2210 Aug 2026filed 11 Aug 2026
Michael A. SyrekPresident - Bank of the Jamesbought100at $27.057 Aug 2026filed 12 Aug 2026
William C. Bryant IIIDirectorbought650at $27.106 Aug 2026filed 10 Aug 2026
Watt R. Foster, Jr.Directorbought447at $28.016 Aug 2026filed 10 Aug 2026
Lewis C. AddisonDirectorbought82at $23.187 May 2026filed 7 May 2026
Phillip C. JamersonDirectorbought1,000at $23.407 May 2026filed 8 May 2026
William C. Bryant IIIDirectorbought1,043at $23.116 May 2026filed 7 May 2026
Robert R. ChapmanPresidentbought1,200at $20.8920 Feb 2026filed 20 Feb 2026
William C. Bryant IIIDirectorbought600at $20.8219 Feb 2026filed 20 Feb 2026
William C. Bryant IIIDirectorbought396at $20.0012 Feb 2026filed 20 Feb 2026
Lewis C. AddisonDirectorbought93at $20.5010 Feb 2026filed 11 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders44+18 on the quarter
New · exited18 · 0
Reported value$36.5M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Fourthstone LLCreduced · filed 14 Aug 2026334,491$8.6M-51,007−13.2%
PETTYJOHN, WOOD & WHITE, INCreduced · filed 12 Aug 2026218,859$5.6M-5,400−2.4%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026159,256$4.1M-516−0.3%
CAPTRUST FINANCIAL ADVISORSreduced · filed 13 Aug 2026143,977$3.7M-3,333−2.3%
Daytona Street Capital LLCreduced · filed 3 Aug 202679,078$2.0M-78,045−49.7%
North Reef Capital Management LPnew · filed 14 Aug 202650,132$1.3M+50,132
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 202642,202$1.1M+6,747+19.0%
BRIDGEWAY CAPITAL MANAGEMENT, LLCadded · filed 14 Aug 202637,682$962K+1,444+4.0%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 202637,178$948K+3,720+11.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLPnew · filed 14 Aug 202635,058$895K+35,058
31 Mar 2023 – 30 Jun 2026
173043Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Lewis C. Addison Company insiderDirector · last 10 Aug 202639 · 0
Michael A. Syrek Company insiderPresident - Bank of the James · last 7 Aug 202618 · 0
Watt R. Foster Jr. Company insiderDirector · last 6 Aug 202648 · 0
William C. Bryant III Company insiderDirector · last 6 Aug 202684 · 0
Phillip C. Jamerson Company insiderDirector · last 7 May 20269 · 0
Robert R. Chapman Company insiderPresident · last 20 Feb 202670 · 0
Eric John Sorenson, Jr. Company insiderEVP · last 8 Dec 202526 · 0
J. Todd Scruggs Company insiderSecretary-Treasurer · last 14 Aug 20259 · 0
Harry P. Umberger, Jr. Company insiderEVP - Chief Credit Officer · last 12 Aug 20254 · 0
John R. Alford, Jr. Company insiderDirector · last 16 Feb 202437 · 0
Julie P. Doyle Company insiderDirector · last 7 Feb 202417 · 0
Aubrey Douglas Dalton III Company insiderDirector · last 12 May 20231 · 0

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 2025129%
Share count trendFY 2025 · to 25 Mar 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$84.5M
Free cash flowFY 2025 · to 31 Dec 2025$10.5M

Analyst forecasts

No analyst forecasts yet.