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 6.80% institutional investors, 15.69% insiders, and 77.51% retail investors. Fourthstone is the largest institutional shareholder, holding 6.42% 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 | 6.80% | 15.69% | 77.51% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 39.22% | 12.54% | 48.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 291.78K | 6.42% | $4.55M |
| Pettyjohn, wood & white | 255.97K | 5.63% | $3.99M |
| Vanguard group | 185.15K | 4.08% | $2.89M |
| Captrust financial advisors | 143.48K | 3.16% | $2.02M |
| Inspire investing | 72.36K | 1.59% | $1.11M |
| Geode capital management | 40.95K | 0.90% | $639.06K |
| Bridgeway capital management | 36.24K | 0.80% | $565.31K |
| Krilogy financial | 33.53K | 0.74% | $568.38K |
| Dimensional fund advisors lp | 32.66K | 0.72% | $509.57K |
| Empowered funds | 23.24K | 0.51% | $362.51K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 291.78K | 0.82% | $4.55M |
| Pettyjohn, wood & white | 255.97K | 0.66% | $3.99M |
| Salzhauer michael | 18.69K | 0.14% | $291.56K |
| Montvue capital management | 13.03K | 0.14% | $203.22K |
| Inspire investing | 72.36K | 0.12% | $1.11M |
| Rfg - bristol wealth advisors | 11.21K | 0.05% | $174.81K |
| Krilogy financial | 33.53K | 0.02% | $568.38K |
| Bridgeway capital management | 36.24K | 0.01% | $565.31K |
| Captrust financial advisors | 143.48K | 0.00% | $2.02M |
| Empowered funds | 23.24K | 0.00% | $362.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 291.78K | 0.82% | 66.16K |
| Krilogy financial | 33.53K | 0.02% | 33.53K |
| Atlantic union bankshares | 6.00K | 0.00% | 6.00K |
| Geode capital management | 40.95K | - | 960.00 |
| Empowered funds | 23.24K | 0.00% | 868.00 |
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 |
|---|---|---|---|---|
| Krilogy financial | 33.53K | 0.02% | 33.53K | $568.38K |
| Atlantic union bankshares | 6.00K | 0.00% | 6.00K | $93.60K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -15.00 |
| Northwestern mutual wealth management | -259.00 |
| Raymond james financial | -1.95K |
| Wealthtrak capital management | -2.20K |
| Ubs group | -3.04K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
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 | 23.24K | 0.51% | - |
| Fidelity Extended Market Index | 21.67K | 0.48% | -179.00 |
| Bridgeway Omni Small-Cap Value | 13.00K | 0.29% | - |
| Bridgeway Omni Small-Cap Value N | 13.00K | 0.29% | - |
| iShares Micro-Cap ETF | 9.29K | 0.20% | - |
| DFA US Core Equity 2 I | 8.41K | 0.19% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 24, 2025 | JAMERSON PHILLIP C | - | Buy | $16.88K |
| Nov 25, 2025 | JAMERSON PHILLIP C | - | Buy | $1.76K |
| Nov 17, 2025 | BRYANT WILLIAM C III | - | Buy | $988.25 |
| Nov 17, 2025 | ADDISON LEWIS C | - | Buy | $1.89K |
| Nov 18, 2025 | JAMERSON PHILLIP C | - | Buy | $9.87K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 3 | - |
| 2025 Q3 | 6 | - |
| 2025 Q2 | 8 | - |
| 2024 Q4 | - | - |
| 2024 Q1 | 8 | - |
BOTJ Ownership FAQ
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