Bank of the James Financial Group
Ownership
Ownership Structure
Who owns Bank of the James Financial Group (BOTJ)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 76.6% of the shares are freely tradable; institutional investors hold 29.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Fourthstone LLC | 7.36 | 334,491 | -13.2 | 06/30/2026 |
| Pettyjohn Co | 4.82 | 218,859 | -2.4 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.52 | 159,772 | +0.0 | 03/31/2026 |
| CapTrust Financial Advisors | 3.24 | 147,310 | +3.8 | 03/31/2026 |
| Daytona Street Capital LLC | 1.74 | 79,078 | -49.7 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 0.82 | 37,178 | +11.1 | 06/30/2026 |
| Bridgeway Capital Management, LLC | 0.80 | 36,238 | +0.0 | 03/31/2026 |
| Geode Capital Management, LLC | 0.78 | 35,455 | -12.8 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.45 | 111,400 | +0.0 | 07/31/2026 |
| Vanguard Institutional Extnd Mkt Idx Tr | 0.99 | 44,830 | +0.0 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Foster Watt R Jr | Director | 126,360 | 3,449,628 $ | Aug 6, 2026 | direct |
| Bryant William C Iii | Director | 78,366 | 2,139,392 $ | Aug 6, 2026 | direct |
| Addison Lewis C | Director | 19,791 | 540,294 $ | Aug 10, 2026 | direct |
| Syrek Michael A | President - Bank of the James | 13,700 | 374,010 $ | Aug 7, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Addison Lewis C | Director | Buy | 70 | 27.22 | 1,905 |
| Aug 7, 2026 | Syrek Michael A | President - Bank of the James | Buy | 100 | 27.05 | 2,705 |
| Aug 6, 2026 | Foster Watt R Jr | Director | Buy | 447 | 28.01 | 12,520 |
| Aug 6, 2026 | Bryant William C Iii | Director | Buy | 650 | 27.10 | 17,615 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.