Bank of the James (BOTJ): Pettyjohn reports 4.94% stake

Rhea-AI Filing Summary

BANK OF THE JAMES FINANCIAL GROUP INC ownership filing: a Schedule 13G/A discloses that Pettyjohn, Wood & White, Inc. beneficially owns 224,259 shares of Common Stock, representing 4.94% of the class. The filing lists sole voting and sole dispositive power over these 224,259 shares. The change is recorded by the filer and signed by the Chief Compliance Officer on 05/15/2026.

Insights

Corporate Governance Analyst

Filer reports a sub-5% passive stake with sole control of voting and disposition.

The Schedule 13G/A shows 224,259 shares and 4.94% ownership held by Pettyjohn, Wood & White, Inc. The filing indicates sole voting and dispositive power over those shares, per the ownership table.

Because the position is under the 5% threshold and labeled accordingly, this is a routine institutional disclosure; subsequent filings would show if the position crosses regulatory thresholds.

Equity Markets Analyst

Position size is material for holder but below 5% threshold for market-impact classification.

The filing quantifies holdings as 224,259 shares (CUSIP 470299108) representing 4.94% of the class. It records sole power to vote and to dispose of the shares.

Market implications depend on future disclosures; this filing itself is informational and does not indicate planned transactions or liquidity events.

Key Figures

Shares beneficially owned: 224,259 shares Percent of class: 4.94% CUSIP: 470299108

3 metrics

Shares beneficially owned 224,259 shares Amount reported by Pettyjohn, Wood & White, Inc.

Percent of class 4.94% Percent of common stock as reported in Item 4

CUSIP 470299108 Identifier for the Common Stock class

Key Terms

Schedule 13G/A, Beneficially owned, Sole dispositive power

3 terms

Schedule 13G/A regulatory

"Ownership disclosure form amended to report passive holdings"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned financial

"Amount beneficially owned: 224,259 (description of holdings)"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 224,259"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/15/2026 - 11:10 AM Learn about SEC filing dates

FAQ

What stake does Pettyjohn, Wood & White hold in BANK OF THE JAMES (BOTJ)?

Pettyjohn, Wood & White beneficially owns 224,259 shares, equal to 4.94% of common stock. The Schedule 13G/A shows sole voting and dispositive power over these shares, as reported in the filing signed on 05/15/2026.

Does the Schedule 13G/A indicate Pettyjohn intends to sell or buy additional BOTJ shares?

The filing reports current beneficial ownership and control of 224,259 shares. It does not state any intended purchases or sales or provide timing for transactions; the document is a periodic ownership disclosure.

What voting and disposition powers are reported for the 224,259 BOTJ shares?

The Schedule 13G/A reports sole voting power of 224,259 shares and sole dispositive power of 224,259 shares. These powers are listed in the ownership table within the filing.

Is Pettyjohn required to file additional disclosures if its BOTJ stake changes?

If ownership crosses regulatory thresholds or changes category, additional filings are required. This Schedule 13G/A documents a 4.94% passive position; any increase above filing thresholds would trigger further disclosures under securities rules.

Where is BANK OF THE JAMES's principal office listed in the filing?

The filing lists the issuer's principal executive office as P O BOX 1200, LYNCHBURG, VIRGINIA, 24505, shown in Item 1 alongside the issuer name and class of securities.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

BANK OF THE JAMES FINANCIAL GROUP INC

(Name of Issuer)

Common Stock

(Title of Class of Securities)

470299108

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 470299108

1

Names of Reporting Persons

PETTYJOHN, WOOD & WHITE, INC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 224,259.00
6	Shared Voting Power
7	Sole Dispositive Power
8	Shared Dispositive Power 224,259.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

224,259.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.9 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: BANK OF THE JAMES FINANCIAL GROUP INC
(b)	Address of issuer's principal executive offices: P O BOX 1200, P O BOX 1200, LYNCHBURG, VIRGINIA, 24505.
Item 2.
(a)	Name of person filing: PETTYJOHN, WOOD & WHITE, INC.
(b)	Address or principal business office or, if none, residence: 1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501
(c)	Citizenship: VA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 470299108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 224,259
(b)	Percent of class: 4.94 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 224,259
	(ii) Shared power to vote or to direct the vote:
	(iii) Sole power to dispose or to direct the disposition of:
	(iv) Shared power to dispose or to direct the disposition of: 224,259
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

PETTYJOHN, WOOD & WHITE, INC

Signature:	Kate W Sigler
Name/Title:	Chief Compliance Officer
Date:	05/15/2026