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 22.53% institutional investors, 15.50% insiders, and 61.97% 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 | 22.53% | 15.50% | 61.97% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
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 | 144.68K | 3.18% | $2.22M |
| 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 |
| First manhattan co. llc. | 22.31K | 0.49% | $354.08K |
| Empowered funds | 20.60K | 0.45% | $315.36K |
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 |
| Salzhauer michael | 18.99K | 0.15% | $301.37K |
| Montvue capital management | 12.73K | 0.15% | $201.98K |
| Inspire investing | 72.36K | 0.12% | $1.11M |
| Bridgeway capital management | 33.60K | 0.01% | $514.38K |
| Captrust financial advisors | 144.68K | 0.01% | $2.22M |
| Empowered funds | 20.60K | 0.00% | $315.36K |
| First manhattan co. llc. | 22.31K | 0.00% | $354.08K |
| Advisor group | 5.01K | 0.00% | $79.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 161.05K | 0.50% | 67.93K |
| Pettyjohn, wood & white | 261.93K | 0.73% | 6.36K |
| Advisor group | 5.01K | 0.00% | 4.56K |
| Empowered funds | 20.60K | 0.00% | 956.00 |
| Bridgeway capital management | 33.60K | 0.01% | 956.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | - | - | -37.97K |
| Banc funds | - | - | -23.03K |
| Commonwealth equity services | - | - | -12.83K |
| Inspire investing | 72.36K | 0.12% | -1.70K |
| Captrust financial advisors | 144.68K | 0.01% | -949.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -15.00 |
| Northwestern mutual wealth management | -259.00 |
| Ubs group | -582.00 |
| Commonwealth equity services | -12.83K |
| Banc funds | -23.03K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 20 | 5.26% | 970,373 | 14.79% | 21 | 6.14% | 9 | -10.00% | 6 | 100.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 114.19K | 2.51% | - |
| Vanguard Total Stock Mkt Idx Inv | 114.19K | 2.51% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 76.02K | 1.67% | - |
| Inspire Tactical Balanced ETF | 72.36K | 1.59% | - |
| 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 11, 2025 | SYREK MICHAEL A | President - Bank of the James | Buy | $3.39K |
| Aug 11, 2025 | SYREK MICHAEL A | President - Bank of the James | Buy | $98.00 |
| May 22, 2025 | BRYANT WILLIAM C III | - | Buy | $2.95K |
| May 22, 2025 | BRYANT WILLIAM C III | - | Buy | $92.70K |
| May 21, 2025 | BRYANT WILLIAM C III | - | Buy | $3.18K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 2 | - |
| 2025 Q2 | 8 | - |
| 2024 Q4 | - | - |
| 2024 Q1 | 8 | - |
| 2023 Q4 | 11 | - |
BOTJ Ownership FAQ
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