Bank of the James Financial Group Ownership | Who Owns Bank of the James Financial Group?
Bank of the James Financial Group Ownership Summary
Bank of the James Financial Group is owned by 22.91% institutional investors, 15.63% insiders, and 61.45% retail investors. Pettyjohn, wood & white is the largest institutional shareholder, holding 5.77% of BOTJ shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.51% of its assets in Bank of the James Financial Group shares.
BOTJ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank of the James Financial Group | 22.91% | 15.63% | 61.45% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pettyjohn, wood & white | 261.93K | 5.77% | $4.01M |
| Vanguard group | 192.59K | 4.24% | $2.95M |
| Fourthstone | 161.05K | 3.54% | $2.56M |
| Captrust financial advisors | 143.48K | 3.16% | $2.02M |
| Inspire investing | 72.36K | 1.59% | $1.11M |
| Geode capital management | 38.32K | 0.84% | $586.81K |
| Bridgeway capital management | 33.60K | 0.74% | $514.38K |
| Dimensional fund advisors lp | 28.47K | 0.63% | $435.81K |
| Empowered funds | 22.37K | 0.49% | $314.75K |
| First manhattan co. llc. | 22.31K | 0.49% | $313.69K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pettyjohn, wood & white | 261.93K | 0.73% | $4.01M |
| Fourthstone | 161.05K | 0.50% | $2.56M |
| Montvue capital management | 12.73K | 0.15% | $201.98K |
| Salzhauer michael | 18.69K | 0.15% | $262.78K |
| Inspire investing | 72.36K | 0.12% | $1.11M |
| Bridgeway capital management | 33.60K | 0.01% | $514.38K |
| Captrust financial advisors | 143.48K | 0.00% | $2.02M |
| Empowered funds | 22.37K | 0.00% | $314.75K |
| First manhattan co. llc. | 22.31K | 0.00% | $313.69K |
| Tower research capital llc (trc) | 347.00 | 0.00% | $5.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 161.05K | 0.50% | 67.93K |
| Pettyjohn, wood & white | 261.93K | 0.73% | 6.36K |
| Raymond james financial | 1.95K | - | 1.95K |
| Bridgeway capital management | 33.60K | 0.01% | 956.00 |
| Dimensional fund advisors lp | 28.47K | 0.00% | 911.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | - | - | -37.97K |
| Banc funds | - | - | -23.03K |
| Commonwealth equity services | - | - | -12.83K |
| Fiduciary trust | - | - | -12.41K |
| Renaissance | - | - | -11.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 1.95K | - | 1.95K | $27.39K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -15.00 |
| Northwestern mutual wealth management | -259.00 |
| Ubs group | -3.04K |
| Advisor group | -10.10K |
| Renaissance | -11.48K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 23 | -8.00% | 1,040,967 | 1.73% | 22 | 4.52% | 11 | -21.43% | 2 | -60.00% |
| Mar 31, 2025 | 25 | 4.17% | 1,023,443 | -2.32% | 22 | 4.24% | 15 | 25.00% | 5 | 25.00% |
| Dec 31, 2024 | 24 | 4.35% | 1,047,786 | 5.71% | 23 | 4.85% | 12 | -7.69% | 4 | -20.00% |
| Sep 30, 2024 | 23 | 15.00% | 991,233 | 7.16% | 21 | 5.26% | 13 | 62.50% | 5 | -28.57% |
| Jun 30, 2024 | 20 | - | 924,987 | -4.68% | 20 | 4.50% | 8 | -11.11% | 7 | 16.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 114.19K | 2.51% | - |
| Vanguard Total Stock Mkt Idx Inv | 111.75K | 2.46% | -2.44K |
| Inspire Tactical Balanced ETF | 72.36K | 1.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 52.22K | 1.15% | -23.80K |
| EA Bridgeway Omni Small-Cap Value ETF | 22.88K | 0.50% | - |
| Fidelity Extended Market Index | 21.85K | 0.48% | -57.00 |
| Bridgeway Omni Small-Cap Value | 13.00K | 0.29% | - |
| Bridgeway Omni Small-Cap Value N | 13.00K | 0.29% | - |
| iShares Micro-Cap ETF | 9.36K | 0.21% | - |
| DFA US Core Equity 2 I | 8.41K | 0.19% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 25, 2025 | BRYANT WILLIAM C III | - | Buy | $38.96K |
| Aug 14, 2025 | SCRUGGS J TODD | Secretary-Treasurer | Buy | $5.09K |
| Aug 13, 2025 | ADDISON LEWIS C | - | Buy | $1.88K |
| Aug 12, 2025 | UMBERGER HARRY P JR | EVP - Chief Credit Officer | Buy | $1.92K |
| Aug 11, 2025 | SYREK MICHAEL A | President - Bank of the James | Buy | $3.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 6 | - |
| 2025 Q2 | 8 | - |
| 2024 Q4 | - | - |
| 2024 Q1 | 8 | - |
| 2023 Q4 | 11 | - |
BOTJ Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools