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 | 02/13/2026 | 321.91 K | $5.98 M | 10.32% | 7.09% |
| PETTYJOHN, WOOD & WHITE, INC | 02/11/2026 | 251.38 K | $4.67 M | -1.79% | 5.53% |
| VANGUARD GROUP INC | 01/29/2026 | 185.15 K | $3.44 M | 0.00% | 4.08% |
| 01/21/2026 | 157.87 K | $2.93 M | 100.00% | 3.47% | |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 141.92 K | $2.64 M | -0.82% | 3.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 40.67 K | $755.85 K | -0.69% | 0.90% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 36.24 K | $673.30 K | 0.00% | 0.80% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 32.73 K | $608.07 K | 0.19% | 0.72% |
| KRILOGY FINANCIAL LLC | 01/27/2026 | 30.90 K | $567.02 K | -7.85% | 0.68% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 23.24 K | $431.76 K | 0.00% | 0.51% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 22.31 K | $414.54 K | 0.00% | 0.49% |
| LPL FINANCIAL LLC | 02/11/2026 | 14.32 K | $266.06 K | 100.00% | 0.32% |
| MONTVUE CAPITAL MANAGEMENT, INC. | 01/27/2026 | 13.03 K | $242.04 K | 0.00% | 0.29% |
| RFG - BRISTOL WEALTH ADVISORS, LLC | 01/23/2026 | 11.27 K | $209.31 K | 0.54% | 0.25% |
| BLACKROCK, INC. | 02/12/2026 | 10.49 K | $194.81 K | 4.05% | 0.23% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 6.34 K | $117.84 K | 0.00% | 0.14% |
| ATLANTIC UNION BANKSHARES CORP | 02/04/2026 | 6.00 K | $111.48 K | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 5.14 K | $95.59 K | 0.55% | 0.11% |
| MORGAN STANLEY | 02/13/2026 | 4.03 K | $74.80 K | 0.00% | 0.09% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 2.03 K | $37.00 K | -5.10% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 476 | $8.84 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 345 | $6.41 K | 155.56% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 300 | $5.57 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 85 | $1.58 K | 100.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 46 | $855 | 100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 5 | $93 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 4 | $74 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 2 | $37 | 0.00% | 0.00% |
| SALZHAUER MICHAEL | 02/02/2026 | 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:
Krilogy Financial LLC: 28,900
MontVue Capital Management, Inc.: 12,527
RFG - Bristol Wealth Advisors, LLC: 11,344
Farther Finance Advisors, LLC: 476
UBS Group AG: 60
SBI Securities Co., Ltd.: 2
29.01% of Bank of the James Financial Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.56 M shares in the last 24 months. This purchase volume represents approximately $30.92 M in transactions.