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 | 08/14/2026 | 334.49 K | $8.60 M | -13.23% | 7.36% |
| PETTYJOHN, WOOD & WHITE, INC | 08/12/2026 | 218.86 K | $5.59 M | -2.41% | 4.82% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 159.26 K | $4.06 M | -0.32% | 3.51% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 143.98 K | $3.67 M | -2.26% | 3.17% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 79.08 K | $2.01 M | -49.67% | 1.74% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2026 | 50.13 K | $1.28 M | 100.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 42.20 K | $1.08 M | 19.03% | 0.93% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 37.68 K | $961.65 K | 3.98% | 0.83% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 37.18 K | $948.36 K | 11.12% | 0.82% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 35.06 K | $894.68 K | 100.00% | 0.77% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 30.18 K | $770.12 K | 100.00% | 0.66% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 24.68 K | $629.89 K | 6.21% | 0.54% |
| BLACKROCK, INC. | 08/07/2026 | 24.22 K | $618.07 K | 124.31% | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 23.98 K | $611.87 K | -7.20% | 0.53% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 22.31 K | $569.38 K | 0.00% | 0.49% |
| LPL FINANCIAL LLC | 08/07/2026 | 19.05 K | $486.25 K | 33.06% | 0.42% |
| KRILOGY FINANCIAL LLC | 07/27/2026 | 18.90 K | $482.33 K | -34.60% | 0.42% |
| HILLSDALE INVESTMENT MANAGEMENT INC. | 08/12/2026 | 17.00 K | $433.84 K | 100.00% | 0.37% |
| MONTVUE CAPITAL MANAGEMENT, INC. | 07/27/2026 | 13.30 K | $339.34 K | 6.15% | 0.29% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 12.64 K | $318.00 K | 522.81% | 0.28% |
| RFG - BRISTOL WEALTH ADVISORS, LLC | 07/27/2026 | 11.39 K | $290.70 K | 0.41% | 0.25% |
| FIDUCIARY TRUST CO | 08/13/2026 | 10.05 K | $256.43 K | 100.00% | 0.22% |
| MARSHALL WACE, LLP | 08/13/2026 | 9.62 K | $245.38 K | 100.00% | 0.21% |
| NORTHERN TRUST CORP | 08/13/2026 | 9.10 K | $232.10 K | 100.00% | 0.20% |
| STATE STREET CORP | 08/07/2026 | 8.70 K | $222.02 K | 100.00% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 8.64 K | $220.49 K | 100.00% | 0.19% |
| PLANCORP, LLC | 07/14/2026 | 8.25 K | $215.41 K | 100.00% | 0.18% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 6.35 K | $162.06 K | 0.11% | 0.14% |
| ATLANTIC UNION BANKSHARES CORP | 08/11/2026 | 6.00 K | $153.12 K | 0.00% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 5.55 K | $141.59 K | 100.00% | 0.12% |
| MORGAN STANLEY | 08/13/2026 | 4.01 K | $102.34 K | -0.40% | 0.09% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.91 K | $74.26 K | -39.76% | 0.06% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 07/22/2026 | 1.70 K | $43.41 K | 100.00% | 0.04% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.42 K | $36.14 K | 100.00% | 0.03% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.02 K | $25.17 K | 100.00% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 853 | $21.77 K | 1,321.67% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 476 | $12.15 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 323 | $8.24 K | 100.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 304 | $7.76 K | 112.59% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 300 | $7.35 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 81 | $2.00 K | 100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 15 | $383 | 100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 5 | $128 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 4 | $102 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 2 | $51 | 0.00% | 0.00% |
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Bank of the James Financial Group Inc. institutional Ownership - FAQ's
During the previous two years, 56 institutional investors and hedge funds held shares of Bank of the James Financial Group Inc.. The most heavily invested institutionals were:
Fourthstone LLC: 334,491
PETTYJOHN, WOOD & WHITE, INC: 218,859
VANGUARD CAPITAL MANAGEMENT LLC: 159,256
CAPTRUST FINANCIAL ADVISORS: 143,977
Daytona Street Capital LLC: 79,078
North Reef Capital Management LP: 50,132
31.72% of Bank of the James Financial Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 2.02 M shares in the last 24 months. This purchase volume represents approximately $39.98 M in transactions.