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Bank of the James Financial Group Ownership | Who Owns Bank of the James Financial Group?

OverviewRevenueFinancialsChart

Bank of the James Financial Group Ownership Summary

Bank of the James Financial Group is owned by 20.36% institutional investors, 15.42% insiders, and 64.22% retail investors. Pettyjohn, wood & white is the largest institutional shareholder, holding 5.49% of BOTJ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.51% of its assets in Bank of the James Financial Group shares.

BOTJ Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBank of the James Financial Group20.36%15.42%64.22%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryRegional Banks Stocks49.46%11.62%38.92%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv114.19K2.51%-
Vanguard Institutional Extnd Mkt Idx Tr76.02K1.67%-
Inspire Tactical Balanced ETF72.36K1.59%-
Fidelity Extended Market Index22.60K0.50%536.00
EA Bridgeway Omni Small-Cap Value ETF19.86K0.44%-
Bridgeway Omni Small-Cap Value13.00K0.29%-
Bridgeway Omni Small-Cap Value N13.00K0.29%-
iShares Micro-Cap ETF9.21K0.20%-
DFA US Core Equity 2 I8.41K0.19%-
Fidelity Total Market Index7.64K0.17%-2.95K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 16, 2024BRYANT WILLIAM C III-Buy$11.26K
Feb 16, 2024ALFORD JOHN R JR-Buy$5.80K
Feb 07, 2024DOYLE JULIE P-Buy$11.93K
Feb 06, 2024BRYANT WILLIAM C III-Buy$41.40K
Feb 07, 2024JAMERSON PHILLIP C-Buy$19.01K

Insider Transactions Trends

DateBuySell
2024 Q16-
2023 Q411-
2023 Q227-
2023 Q110-
2022 Q415-

BOTJ Ownership FAQ

Who Owns Bank of the James Financial Group?

Bank of the James Financial Group shareholders are primarily institutional investors at 20.36%, followed by 15.42% insiders and 64.22% retail investors. The average institutional ownership in Bank of the James Financial Group's industry, Regional Banks Stocks, is 49.46%, which Bank of the James Financial Group falls below.

Who owns the most shares of Bank of the James Financial Group?

Bank of the James Financial Group’s largest shareholders are Pettyjohn, wood & white (249.4K shares, 5.49%), Vanguard group (192.58K shares, 4.24%), and Captrust financial advisors (145.78K shares, 3.21%). Together, they hold 12.94% of Bank of the James Financial Group’s total shares outstanding.

Does Blackrock own Bank of the James Financial Group?

BlackRock is not among the top 10 institutional shareholders of Bank of the James Financial Group.

Who is Bank of the James Financial Group’s biggest shareholder by percentage of total assets invested?

Pettyjohn, wood & white is Bank of the James Financial Group’s biggest shareholder by percentage of total assets invested, with 0.55% of its assets in 249.4K Bank of the James Financial Group shares, valued at 2.81M$.

Who is the top mutual fund holder of Bank of the James Financial Group shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Bank of the James Financial Group shares, with 2.51% of its total shares outstanding invested in 114.19K Bank of the James Financial Group shares.

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