BANK OF THE ST JAMES FINL GP shareholder history

Current and past BANK OF THE ST JAMES FINL GP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 39390.41%0.69%1.04%Q1 2014Q3 202339
Eidelman Virant Capital 36360.06%1.28%2.46%Q4 2013Q3 202236
FIRST MANHATTAN CO. LLC. 36360.00%0.00%0.00%Q4 2014Q3 202336
THOMPSON SIEGEL & WALMSLEY LLC 36360.00%0.00%0.00%Q2 2013Q1 202236
BANC FUNDS CO LLC 34340.01%0.19%0.27%Q2 2015Q3 202334
MALTESE CAPITAL MANAGEMENT LLC 32320.12%0.26%0.40%Q4 2015Q3 202332
Tower Research Capital LLC (TRC) 1310.00%0.00%0.00%Q2 2013Q3 202329
BlackRock Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 27270.12%0.27%0.44%Q4 2015Q2 202227
MORGAN STANLEY 1110.00%0.00%0.00%Q1 2014Q3 202326
BB&T SECURITIES, LLC 26260.00%0.00%0.00%Q2 2013Q3 201926
VANGUARD GROUP INC 25250.00%0.00%0.00%Q3 2017Q3 202325
ACADIAN ASSET MANAGEMENT LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
CAPTRUST FINANCIAL ADVISORS 24240.01%0.03%0.08%Q4 2017Q3 202324
SALZHAUER MICHAEL 21210.13%0.24%0.37%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
UBS Group AG 1120.00%0.00%0.00%Q1 2016Q2 202321
BANK OF AMERICA CORP /DE/ 910.00%0.00%0.00%Q2 2013Q4 202218
DAVIDSON & GARRARD INC 18180.14%0.25%0.40%Q2 2013Q3 201718
SUNTRUST BANKS INC 18180.00%0.00%0.00%Q2 2013Q3 201718
DIMENSIONAL FUND ADVISORS LP 17170.00%0.00%0.00%Q3 2019Q3 202317
BHZ CAPITAL MANAGEMENT, LP 14140.04%0.13%0.23%Q4 2019Q1 202314
LADENBURG THALMANN FINANCIAL SERVICES INC. 930.00%0.00%0.00%Q3 2014Q4 201712
TRUIST FINANCIAL CORP 12120.00%0.00%0.00%Q4 2019Q3 202212
River Oaks Capital LLC 12120.33%0.64%1.12%Q4 2016Q3 201912
Krilogy Financial LLC 720.03%0.04%0.10%Q1 2016Q1 20239
WELLINGTON MANAGEMENT GROUP LLP 990.00%0.00%0.00%Q1 2018Q1 20209
NEXT Financial Group, Inc 610.00%0.00%0.00%Q4 2016Q4 20219
Graves Light Lenhart Wealth, Inc. 710.00%0.00%0.00%Q4 2020Q1 20238
Stieven Capital Advisors, L.P. 880.40%0.46%0.52%Q4 2015Q3 20178
Renaissance Technologies 610.00%0.00%0.00%Q1 2021Q4 20227
DEUTSCHE BANK AG\ 520.00%0.00%0.00%Q1 2018Q4 20197
BlackRock Investment Management, LLC 770.00%0.00%0.00%Q2 2015Q4 20167
Geneos Wealth Management Inc. 510.00%0.00%0.00%Q1 2018Q1 20226
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q3 2017Q2 20236
PROSPECTOR PARTNERS LLC 660.05%0.05%0.06%Q4 2015Q1 20176
GEODE CAPITAL MANAGEMENT, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
OSAIC HOLDINGS, INC. 550.00%0.00%0.00%Q2 2022Q2 20235
BlackRock Fund Advisors 550.00%0.00%0.00%Q4 2015Q4 20165
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
JCSD Capital, LLC 440.54%1.42%1.88%Q4 2015Q3 20164
UBS AG 310.00%0.00%0.00%Q3 2013Q3 20144
FMR LLC 440.00%0.00%0.00%Q2 2022Q1 20234
IFP Advisors, Inc 440.00%0.00%0.00%Q1 2022Q4 20224
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q2 2013Q4 20133
Raffles Associates 330.27%0.29%0.31%Q1 2022Q3 20223
Selective Wealth Management, Inc. 210.00%0.02%0.05%Q3 2018Q3 20223
KENNEDY CAPITAL MANAGEMENT LLC 330.00%0.00%0.01%Q4 2017Q2 20183
Empowered Funds, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2021Q1 20232
CITIGROUP INC 110.00%0.00%0.00%Q4 2014Q3 20152
Fourthstone LLC 220.04%0.13%0.22%Q2 2023Q3 20232
BARCLAYS PLC 110.00%0.00%0.00%Q3 2018Q3 20192
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q2 2018Q3 20182
VICTORY CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2019Q1 20202
EA Series Trust 110.00%0.00%0.00%Q2 2023Q2 20231
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
3Chopt Investment Partners, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
External links

This page lists all the filers that currently own BANK OF THE ST JAMES FINL GP or have owned BANK OF THE ST JAMES FINL GP in the past.