Bank of the James Financial Group BOTJ Period end assets under management
Period end assets under management at other companies
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Where this comes from
Reported directly by Bank of the James Financial Group in its filing.
Tagged under the XBRL concept us-gaap:AssetsUnderManagementCarryingAmount.
The official record: Bank of the James Financial Group’s 10-Q, filed May 12, 2026, on SEC EDGAR. View the filing →
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Questions, answered.
- What is Bank of the James Financial Group's period end assets under management?
- Bank of the James Financial Group (BOTJ) reported period end assets under management of $1.01B in Q1 2026.
- How has Bank of the James Financial Group's period end assets under management changed year-over-year?
- Bank of the James Financial Group's period end assets under management increased by 13.9% year-over-year, from $886.88M to $1.01B.
- What is the long-term trend for Bank of the James Financial Group's period end assets under management?
- Over 2 years (2023 to 2025), Bank of the James Financial Group's period end assets under management has grown at a 18.2% compound annual growth rate (CAGR), from $736.88M to $1.03B.
- What does period end assets under management mean?
- This metric reflects the total market value of assets managed by the bank on behalf of clients at the end of the reporting period. It serves as a proxy for the bank's fee-based revenue potential and its ability to attract and retain wealth management or fiduciary business. Growth in this metric typically indicates successful expansion of non-interest income streams.