Bank of the James Financial Group Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Bank of the James Financial Group Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
No changes.
No changes.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Bank of the James Financial Group, Inc. operates as the bank holding company for Bank of the James that provides general retail and commercial banking services to individuals, businesses, associations and organizations, and governmental authorities in Virginia, the Unites States. It offers checking, savings, individual retirement, and health care saving accounts, as well as other time deposits, including money market accounts and certificates of deposit. The company also offers loans to small- and medium-sized businesses for the purchases of equipment, facilities upgrades, inventory acquisition, and various working capital purposes; commercial and residential construction and development loans; commercial real estate mortgage loans; residential mortgage loans; and secured and unsecured consumer loans, such as lines of credit and overdraft lines of credit, as well as personal, automobile, installment, demand, and home equity loans for personal, family, or household purposes. In addition, it provides other banking services, including safe deposit boxes, traveler's checks, direct deposit of payroll and social security checks, automatic drafts for various accounts, treasury management, and credit card merchant services. Further, the company offers securities brokerage and investment services; and telephone and internet banking services comprising online bill pay, as well as acts as an agent for insurance and annuity products. It operates through a network of 16 full-service offices, 2 limited-service offices, and 1 residential mortgage loan production office. The company was founded in 1998 and is headquartered in Lynchburg, Virginia.
Bank of the James Financial Group, Inc. operates as the bank holding company for Bank of the James that provides general retail and commercial banking services to individuals, businesses, associations and organizations, and governmental authorities in Virginia, the Unites States. It offers checking, savings, individual retirement, and health care saving accounts, as well as other time deposits, including money market accounts and certificates of deposit. The company also offers loans to small- and medium-sized businesses for the purchases of equipment, facilities upgrades, inventory acquisition, and various working capital purposes; commercial and residential construction and development loans; commercial real estate mortgage loans; residential mortgage loans; and secured and unsecured consumer loans, such as lines of credit and overdraft lines of credit, as well as personal, automobile, installment, demand, and home equity loans for personal, family, or household purposes. In addition, it provides other banking services, including safe deposit boxes, traveler's checks, direct deposit of payroll and social security checks, automatic drafts for various accounts, treasury management, and credit card merchant services. Further, the company offers securities brokerage and investment services; and telephone and internet banking services comprising online bill pay, as well as acts as an agent for insurance and annuity products. It operates through a network of 16 full-service offices, 2 limited-service offices, and 1 residential mortgage loan production office. The company was founded in 1998 and is headquartered in Lynchburg, Virginia.
Annual filing, covered
10-K parsed · Mar 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: Bank of New York Mellon Corp, Fifth Third Bancorp, State Street Corp and 3 more; no measured co-movers for Bank of the James Financial Group Inc.
Same SIC code · 6
Same SEC industry code: Bank of New York Mellon Corp, Fifth Third Bancorp, State Street Corp and 3 more; no measured co-movers for Bank of the James Financial Group Inc.
Bank of the James Financial Group Inc
24.26
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Largest filed tie
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| Manager | Value | % base | |
|---|---|---|---|
| Fourthstone | $8.6M | 23.35% | −13.23% |
| Pettyjohn, Wood & White | $5.6M | 15.17% | −2.41% |
| Vanguardindex-like | $4.1M | 11.04% | −0.32% |
| Captrust Financial | $3.7M | 9.98% | −2.26% |
| Daytona Street Capital | $2.0M | 5.45% | −49.67% |
| Manager | Value | % base | |
|---|---|---|---|
| Fourthstone | $8.6M | 23.35% | −13.23% |
| Pettyjohn, Wood & White | $5.6M | 15.17% | −2.41% |
| Vanguardindex-like | $4.1M | 11.04% | −0.32% |
| Captrust Financial | $3.7M | 9.98% | −2.26% |
| Daytona Street Capital | $2.0M | 5.45% | −49.67% |
Bull1
Bear2
Expected move
No implied move.