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Bank of the James Financial Group, Inc.
1W: +9.2% 1M: +10.3% 3M: +8.0% YTD: +62.7% 1Y: +89.8% 3Y: +229.8% 5Y: +139.1%
$30.01
+0.02 (+0.07%)
 
Weekly Expected Move ±3.1%
$28 $29 $30 $31 $32
NASDAQ · Financial Services · Banks - Regional · Tech Score Buy · Power 69 · $136.3M mcap · 4M float · 1.00% daily turnover · Short 18% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
45
Institutions Holding
+15 vs prior
26.8%
Ownership
+6.34%
18 New
12 Increased
9 Reduced
0 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-08-10 ADDISON LEWIS C director P-Purchase 70 $27.21 $2K Filing
2026-08-07 SYREK MICHAEL A officer: president - bank of the james P-Purchase 100 $27.05 $3K Filing
2026-08-06 FOSTER WATT R JR director P-Purchase 447 $28.01 $13K Filing
2026-08-06 BRYANT WILLIAM C III director P-Purchase 650 $27.10 $18K Filing
2026-05-07 JAMERSON PHILLIP C director P-Purchase 1,000 $23.40 $23K Filing
2026-05-07 ADDISON LEWIS C director P-Purchase 82 $23.18 $2K Filing
2026-05-06 BRYANT WILLIAM C III director P-Purchase 1,043 $23.11 $24K Filing
2026-02-20 CHAPMAN ROBERT R officer: president P-Purchase 1,200 $20.89 $25K Filing
2026-02-19 BRYANT WILLIAM C III director P-Purchase 600 $20.82 $12K Filing
2026-02-12 BRYANT WILLIAM C III director P-Purchase 396 $20.00 $8K Filing
2026-02-10 ADDISON LEWIS C director P-Purchase 93 $20.50 $2K Filing
2025-11-25 JAMERSON PHILLIP C director P-Purchase 100 $17.59 $2K Filing
2025-11-24 JAMERSON PHILLIP C director P-Purchase 1,014 $16.65 $17K Filing
2025-11-18 JAMERSON PHILLIP C director P-Purchase 589 $16.75 $10K Filing
2025-11-17 BRYANT WILLIAM C III director P-Purchase 59 $16.75 $988 Filing
2025-11-17 ADDISON LEWIS C director P-Purchase 113 $16.75 $2K Filing
2025-08-25 BRYANT WILLIAM C III director P-Purchase 2,525 $15.43 $39K Filing
2025-08-14 SCRUGGS J TODD officer: secretary-treasurer P-Purchase 356 $14.30 $5K Filing
2025-08-13 ADDISON LEWIS C director P-Purchase 134 $14.00 $2K Filing
2025-08-12 UMBERGER HARRY P JR officer: evp - chief credit officer P-Purchase 138 $13.88 $2K Filing
2025-08-11 SYREK MICHAEL A officer: president - bank of the james P-Purchase 243 $13.97 $3K Filing
2025-08-11 SYREK MICHAEL A officer: president - bank of the james P-Purchase 7 $14.00 $98 Filing
2025-05-22 BRYANT WILLIAM C III director P-Purchase 6,395 $14.49 $93K Filing
2025-05-22 BRYANT WILLIAM C III director P-Purchase 207 $14.25 $3K Filing
2025-05-21 BRYANT WILLIAM C III director P-Purchase 223 $14.25 $3K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Fourthstone LLC 334,491 $9M -51,007 2026-06-30 Filing
PETTYJOHN, WOOD & WHITE, INC 218,859 $6M -5,400 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 159,256 $4M -516 2026-06-30 Filing
CAPTRUST FINANCIAL ADVISORS 143,977 $4M -3,333 2026-06-30 Filing
Daytona Street Capital LLC 79,078 $2M -78,045 2026-06-30 Filing
North Reef Capital Management LP 50,132 $1M +50,132 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 42,202 $1M +6,747 2026-06-30 Filing
BRIDGEWAY CAPITAL MANAGEMENT, LLC 37,682 $962K +1,444 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 37,178 $948K +3,720 2026-06-30 Filing
SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,058 $895K +35,058 2026-06-30 Filing
RENAISSANCE TECHNOLOGIES LLC 30,177 $770K +30,177 2026-06-30 Filing
Empowered Funds, LLC 24,682 $630K +1,444 2026-06-30 Filing
BlackRock, Inc. 24,219 $618K +13,422 2026-06-30 Filing
VANGUARD FIDUCIARY TRUST CO 23,976 $612K -1,861 2026-06-30 Filing
FIRST MANHATTAN CO. LLC. 22,311 $569K — 2026-06-30 Filing
LPL Financial LLC 19,054 $486K +4,734 2026-06-30 Filing
Krilogy Financial LLC 18,900 $482K -10,000 2026-06-30 Filing
Hillsdale Investment Management Inc. 17,000 $434K +17,000 2026-06-30 Filing
MontVue Capital Management, Inc. 13,297 $339K +770 2026-06-30 Filing
RFG - Bristol Wealth Advisors, LLC 11,391 $291K +47 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms