Bank of the James Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FOURTHSTONE LLC | 11/14/2025 | 291.78 K | $4.55 M | 29.33% | 6.42% |
| PETTYJOHN, WOOD & WHITE, INC | 11/13/2025 | 255.98 K | $3.99 M | -0.42% | 5.63% |
| VANGUARD GROUP INC | 11/07/2025 | 185.15 K | $2.89 M | -3.86% | 4.08% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 143.09 K | $2.23 M | -0.27% | 3.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 40.95 K | $639.06 K | 2.40% | 0.90% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 36.24 K | $565.31 K | 2.45% | 0.80% |
| KRILOGY FINANCIAL LLC | 11/06/2025 | 33.53 K | $568.38 K | 100.00% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 32.67 K | $509.57 K | 0.00% | 0.72% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 23.24 K | $362.51 K | 3.88% | 0.51% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 22.31 K | $348.05 K | 0.00% | 0.49% |
| SALZHAUER MICHAEL | 10/20/2025 | 18.69 K | $291.56 K | 0.00% | 0.41% |
| MONTVUE CAPITAL MANAGEMENT, INC. | 10/31/2025 | 13.03 K | $203.22 K | 0.00% | 0.29% |
| RFG - BRISTOL WEALTH ADVISORS, LLC | 10/22/2025 | 11.21 K | $174.81 K | 0.61% | 0.25% |
| BLACKROCK, INC. | 11/12/2025 | 10.08 K | $157.20 K | 2.75% | 0.22% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 6.34 K | $98.94 K | -0.02% | 0.14% |
| ATLANTIC UNION BANKSHARES CORP | 11/04/2025 | 6.00 K | $93.60 K | 100.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 5.12 K | $80.43 K | 0.65% | 0.11% |
| MORGAN STANLEY | 11/14/2025 | 4.03 K | $62.80 K | 12.27% | 0.09% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 2.14 K | $32.00 K | 0.00% | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 300 | $4.72 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 135 | $2.11 K | -53.92% | 0.00% |
| FMR LLC | 11/13/2025 | 5 | $78 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 4 | $62 | -90.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 2 | $31 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WEALTHTRAK CAPITAL MANAGEMENT LLC | 11/14/2025 | 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, 36 institutional investors and hedge funds held shares of Bank of the James Financial Group, Inc.. The most heavily invested institutionals were:
Fourthstone LLC: 291,782
PETTYJOHN, WOOD & WHITE, INC: 255,975
VANGUARD GROUP INC: 185,154
CAPTRUST FINANCIAL ADVISORS: 143,088
GEODE CAPITAL MANAGEMENT, LLC: 40,954
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 36,238
25.14% of Bank of the James Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.53 M shares in the last 24 months. This purchase volume represents approximately $27.07 M in transactions.