MontVue Capital Management, Inc.
Position in BOTJ — Bank Of The James Financial Group Inc
CIK 2008758
Lynchburg, VA
Position in BOTJ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$339,339
+$81,283 QoQ
Shares Held
13,297
+6.1% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#19
of 45 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOTJ Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MontVue Capital Management, Inc. holds $2,210,229 across 2 Banks - Regional names. BOTJ ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
37,553 | $1,870,890 | |
| 2 | BOTJ |
Bank Of The James Financial Group Inc
This page
|
13,297 | $339,339 |
All Filings in BOTJ
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,339 | 13,297 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $258,056 | 12,527 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $242,041 | 13,027 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $203,221 | 13,027 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $183,159 | 13,027 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $192,539 | 13,027 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $201,977 | 12,727 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $174,868 | 12,727 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $143,306 | 12,727 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $146,283 | 14,120 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $202,815 | 16,597 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||