Bank of the James Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC | 05/08/2025 | 257.05 K | $3.80 M | -1.87% | 5.66% |
| VANGUARD GROUP INC | 05/09/2025 | 192.59 K | $2.85 M | 0.00% | 4.24% |
| FOURTHSTONE LLC | 05/14/2025 | 177.37 K | $2.62 M | 10.14% | 3.90% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2025 | 143.48 K | $2.12 M | -0.83% | 3.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 39.89 K | $589.79 K | 4.11% | 0.88% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 35.21 K | $520.42 K | 4.80% | 0.78% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 30.00 K | $443.44 K | 5.40% | 0.66% |
| FIRST MANHATTAN CO. LLC. | 05/15/2025 | 22.31 K | $329.76 K | 0.00% | 0.49% |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 22.21 K | $328.28 K | 7.83% | 0.49% |
| SALZHAUER MICHAEL | 04/23/2025 | 18.69 K | $276.24 K | -1.58% | 0.41% |
| MONTVUE CAPITAL MANAGEMENT, INC. | 04/28/2025 | 13.03 K | $192.54 K | 2.36% | 0.29% |
| FIDUCIARY TRUST CO | 05/15/2025 | 12.41 K | $183.46 K | 100.00% | 0.27% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 11.48 K | $169.63 K | 100.00% | 0.25% |
| 05/08/2025 | 11.06 K | $163.51 K | -4.58% | 0.24% | |
| BLACKROCK, INC. | 05/02/2025 | 10.47 K | $154.69 K | 0.98% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 10.10 K | $149.21 K | 101.50% | 0.22% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 6.34 K | $93.75 K | 0.02% | 0.14% |
| UBS GROUP AG | 05/13/2025 | 3.04 K | $44.89 K | 100.00% | 0.07% |
| 05/15/2025 | 2.20 K | $32.52 K | 0.00% | 0.05% | |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 2.14 K | $30.00 K | 0.00% | 0.05% |
| MORGAN STANLEY | 05/15/2025 | 1.59 K | $23.44 K | 0.00% | 0.03% |
| JONES FINANCIAL COMPANIES LLLP | 05/28/2025 | 300 | $4.35 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 297 | $4.39 K | -14.41% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 33 | $488 | 3.13% | 0.00% |
| 05/02/2025 | 2 | $30 | 100.00% | 0.00% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
| INSPIRE INVESTING, LLC | 06/03/2025 | 0 | $0 | -100.00% | 0.00% |
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Bank of the James Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Bank of the James Financial Group, Inc.. The most heavily invested institutionals were:
PETTYJOHN, WOOD & WHITE, INC: 257,046
VANGUARD GROUP INC: 192,585
Fourthstone LLC: 177,374
CAPTRUST FINANCIAL ADVISORS: 143,477
GEODE CAPITAL MANAGEMENT, LLC: 39,892
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 35,211
22.52% of Bank of the James Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.40 M shares in the last 24 months. This purchase volume represents approximately $19.75 M in transactions.