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 | 05/15/2026 | 385.50 K | $7.94 M | 19.75% | 8.48% |
| PETTYJOHN, WOOD & WHITE, INC | 05/15/2026 | 224.26 K | $4.62 M | -10.79% | 4.94% |
| 05/15/2026 | 159.77 K | $3.29 M | 100.00% | 3.52% | |
| 04/10/2026 | 157.12 K | $3.22 M | -0.47% | 3.46% | |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 147.31 K | $3.03 M | 3.80% | 3.24% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 36.24 K | $746.50 K | 0.00% | 0.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 35.46 K | $730.61 K | -12.82% | 0.78% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 33.46 K | $689.29 K | 2.23% | 0.74% |
| KRILOGY FINANCIAL LLC | 04/17/2026 | 28.90 K | $653.43 K | -6.47% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 25.84 K | $532.24 K | 100.00% | 0.57% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 23.24 K | $478.70 K | 0.00% | 0.51% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 22.31 K | $459.61 K | 0.00% | 0.49% |
| LPL FINANCIAL LLC | 05/06/2026 | 14.32 K | $294.98 K | 0.00% | 0.32% |
| MONTVUE CAPITAL MANAGEMENT, INC. | 04/16/2026 | 12.53 K | $258.06 K | -3.84% | 0.28% |
| RFG - BRISTOL WEALTH ADVISORS, LLC | 05/05/2026 | 11.34 K | $233.68 K | 0.70% | 0.25% |
| BLACKROCK, INC. | 05/13/2026 | 10.80 K | $222.42 K | 2.98% | 0.24% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 6.34 K | $130.66 K | 0.02% | 0.14% |
| ATLANTIC UNION BANKSHARES CORP | 05/12/2026 | 6.00 K | $123.60 K | 0.00% | 0.13% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 4.83 K | $99.52 K | 100.00% | 0.11% |
| MORGAN STANLEY | 05/15/2026 | 4.03 K | $82.94 K | 0.02% | 0.09% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 2.03 K | $40.00 K | 0.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 476 | $9.82 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 300 | $6.18 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 143 | $2.95 K | -58.55% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 60 | $1.24 K | -29.41% | 0.00% |
| FMR LLC | 05/15/2026 | 5 | $103 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 2 | $41 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 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, 39 institutional investors and hedge funds held shares of Bank of the James Financial Group Inc.. The most heavily invested institutionals were:
Fourthstone LLC: 385,498
PETTYJOHN, WOOD & WHITE, INC: 224,259
CAPTRUST FINANCIAL ADVISORS: 147,310
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 36,238
GEODE CAPITAL MANAGEMENT, LLC: 35,455
DIMENSIONAL FUND ADVISORS LP: 33,458
29.77% of Bank of the James Financial Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.61 M shares in the last 24 months. This purchase volume represents approximately $31.95 M in transactions.