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 29.77% institutional investors, 12.71% insiders, and 57.51% retail investors. Fourthstone is the largest institutional shareholder, holding 8.48% 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 | 29.77% | 12.71% | 57.51% |
| Sector | Financial Services Stocks | 37.05% | 15.56% | 47.39% |
| Industry | Regional Banks Stocks | 38.40% | 12.62% | 48.98% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 385.50K | 8.48% | $7.94M |
| Pettyjohn, wood & white | 224.26K | 4.94% | $4.62M |
| Vanguard group | 185.15K | 4.08% | $3.44M |
| Captrust financial advisors | 147.31K | 3.24% | $3.03M |
| Inspire investing | 72.36K | 1.59% | $1.11M |
| Bridgeway capital management | 36.24K | 0.80% | $746.50K |
| Geode capital management | 35.45K | 0.78% | $730.61K |
| Dimensional fund advisors lp | 33.46K | 0.74% | $689.29K |
| Krilogy financial | 28.90K | 0.64% | $653.43K |
| Vanguard fiduciary trust | 25.84K | 0.57% | $532.24K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 385.50K | 1.35% | $7.94M |
| Pettyjohn, wood & white | 224.26K | 0.74% | $4.62M |
| Montvue capital management | 12.53K | 0.18% | $258.06K |
| Inspire investing | 72.36K | 0.12% | $1.11M |
| Rfg - bristol wealth advisors | 11.34K | 0.06% | $233.68K |
| Krilogy financial | 28.90K | 0.02% | $653.43K |
| Bridgeway capital management | 36.24K | 0.01% | $746.50K |
| Captrust financial advisors | 147.31K | 0.01% | $3.03M |
| Empowered funds | 23.24K | 0.00% | $478.70K |
| Atlantic union bankshares | 6.00K | 0.00% | $123.60K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 385.50K | 1.35% | 63.59K |
| Vanguard fiduciary trust | 25.84K | 0.00% | 25.84K |
| Captrust financial advisors | 147.31K | 0.01% | 5.39K |
| Vanguard global advisers | 4.83K | 0.00% | 4.83K |
| Dimensional fund advisors lp | 33.46K | 0.00% | 731.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | - | - | -37.97K |
| Pettyjohn, wood & white | 224.26K | 0.74% | -27.12K |
| Banc funds | - | - | -23.03K |
| Salzhauer michael | - | - | -18.69K |
| Commonwealth equity services | - | - | -12.83K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 25.84K | 0.00% | 25.84K | $532.24K |
| Vanguard global advisers | 4.83K | 0.00% | 4.83K | $99.52K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -15.00 |
| Citigroup | -46.00 |
| Northwestern mutual wealth management | -259.00 |
| Raymond james financial | -1.95K |
| Wealthtrak capital management | -2.20K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 27 | -3.57% | 1,352,603 | 2.61% | 29 | 3.54% | 10 | -9.09% | 7 | 40.00% |
| Dec 31, 2025 | 15 | -37.50% | 746,900 | -34.60% | 16 | 2.60% | 6 | -40.00% | 4 | -33.33% |
| Sep 30, 2025 | 9 | -60.87% | 308,865 | -70.37% | 6 | 1.29% | 4 | -60.00% | 1 | -66.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 114.19K | 2.51% | - |
| Vanguard Total Stock Mkt Idx Inv | 111.40K | 2.45% | - |
| Inspire Tactical Balanced ETF | 72.36K | 1.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 44.99K | 0.99% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 23.90K | 0.53% | 200.00 |
| Fidelity Extended Market Index | 13.80K | 0.30% | -6.66K |
| Bridgeway Omni Small-Cap Value | 13.00K | 0.29% | - |
| Bridgeway Omni Small-Cap Value N | 13.00K | 0.29% | - |
| iShares Micro-Cap ETF | 10.45K | 0.23% | - |
| DFA US Core Equity 2 I | 8.41K | 0.19% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 07, 2026 | JAMERSON PHILLIP C | - | Buy | $23.40K |
| May 07, 2026 | ADDISON LEWIS C | - | Buy | $1.90K |
| May 06, 2026 | BRYANT WILLIAM C III | - | Buy | $24.10K |
| Feb 20, 2026 | CHAPMAN ROBERT R | President | Buy | $25.07K |
| Feb 12, 2026 | BRYANT WILLIAM C III | - | Buy | $7.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 3 | - |
| 2026 Q1 | 4 | - |
| 2025 Q4 | 5 | - |
| 2025 Q3 | 6 | - |
| 2025 Q2 | 8 | - |
BOTJ Ownership FAQ
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