Old Point Financial Ownership | Who Owns Old Point Financial?

Old Point Financial Ownership Summary

Old Point Financial is owned by 32.12% institutional investors, 23.83% insiders, and 44.04% retail investors. Pl capital advisors is the largest institutional shareholder, holding 14.30% of OPOF shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.07% of its assets in Old Point Financial shares.

OPOF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Old Point Financial	32.12%	23.83%	44.04%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pl capital advisors	720.86K	14.30%	$10.58M
Fj capital management	278.67K	5.53%	$4.09M
Old point trust & financial services n a	263.56K	5.23%	$3.87M
Fourthstone	56.32K	1.12%	$826.23K
Vanguard group	55.64K	1.10%	$816.30K
Geode capital management	44.51K	0.88%	$653.17K
Pbmares wealth management	30.55K	0.61%	$448.14K
Renaissance	28.13K	0.56%	$412.65K
Blackrock	19.27K	0.38%	$282.74K
Dimensional fund advisors lp	18.86K	0.37%	$276.75K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	720.86K	4.40%	$10.58M
Old point trust & financial services n a	263.56K	1.50%	$3.87M
Fj capital management	278.67K	0.43%	$4.09M
Fourthstone	56.32K	0.26%	$826.23K
Pbmares wealth management	30.55K	0.11%	$448.14K
Mill capital management	11.93K	0.01%	$174.94K
Bridgeway capital management	17.50K	0.01%	$256.78K
Empowered funds	17.50K	0.00%	$256.78K
Renaissance	28.13K	0.00%	$412.65K
Sandy spring bank	562.00	0.00%	$8.25K

Top Buyers

Holder	Shares	% Assets	Change
Pl capital advisors	720.86K	4.40%	116.02K
Fourthstone	56.32K	0.26%	35.53K
Morgan stanley	10.61K	-	2.55K
Empowered funds	17.50K	0.00%	1.26K
Bank of america corp /de/	307.00	-	307.00

Top Sellers

Holder	Shares	% Assets	Change
Vanguard group	55.64K	-	-128.00K
Fj capital management	278.67K	0.43%	-81.34K
Hrt financial lp	-	-	-18.50K
Bridgeway capital management	17.50K	0.01%	-16.04K
Old point trust & financial services n a	263.56K	1.50%	-3.10K

Sold Out

Holder	Change
Innealta capital	-7.00
Advisor group	-59.00
Qube research	-364.00
Hrt financial lp	-18.50K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	27	12.50%	1,618,935	-3.49%	32	2.90%	12	20.00%	10	42.86%
Mar 31, 2024	24	9.09%	1,677,418	-0.32%	33	2.98%	10	-	7	40.00%
Dec 31, 2023	22	4.76%	1,682,800	0.59%	33	3.01%	10	25.00%	5	-28.57%
Sep 30, 2023	21	-	1,672,978	-0.77%	33	2.93%	8	-20.00%	7	40.00%
Jun 30, 2023	21	-8.70%	1,685,914	2.48%	33	3.11%	10	25.00%	5	-37.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	54.20K	1.07%	-
Fidelity Extended Market Index	25.24K	0.50%	-438.00
EA Bridgeway Omni Small-Cap Value ETF	18.66K	0.37%	-
BlackRock Extended Equity Market K	9.20K	0.18%	-4.00
Auer Growth	9.00K	0.18%	-
iShares Micro-Cap ETF	7.89K	0.16%	-
Fidelity Total Market Index	7.58K	0.15%	-19.00
DFA US Core Equity 2 I	6.44K	0.13%	-
Fidelity Series Total Market Index	5.86K	0.12%	-784.00
Vanguard Instl Ttl Stck Mkt Idx Tr	4.03K	0.08%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 02, 2024	Golden Sarah B	-	Buy	$9.31K
Jul 31, 2024	Golden Sarah B	-	Buy	$9.72K
Jul 30, 2024	Golden Sarah B	-	Buy	$16.20K
Aug 01, 2024	Golden Sarah B	-	Buy	$9.70K
Jul 31, 2024	WITT JOSEPH R	President/Financial Svcs, CSO	Buy	$1.35K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	1	-
2024 Q2	9	-
2023 Q4	4	-
2023 Q3	5	-
2023 Q2	48	-

OPOF Ownership FAQ

Who Owns Old Point Financial?

Old Point Financial shareholders are primarily institutional investors at 32.12%, followed by 23.83% insiders and 44.05% retail investors. The average institutional ownership in Old Point Financial's industry, Regional Banks Stocks, is 49.57%, which Old Point Financial falls below.

Who owns the most shares of Old Point Financial?

Old Point Financial’s largest shareholders are Pl capital advisors (720.86K shares, 14.30%), Fj capital management (278.67K shares, 5.53%), and Old point trust & financial services n a (263.56K shares, 5.23%). Together, they hold 25.06% of Old Point Financial’s total shares outstanding.

Does Blackrock own Old Point Financial?

Yes, BlackRock owns 0.38% of Old Point Financial, totaling 19.27K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 282.74K$. In the last quarter, BlackRock increased its holdings by 98 shares, a 0.51% change.

Who is Old Point Financial’s biggest shareholder by percentage of total assets invested?

Pl capital advisors is Old Point Financial’s biggest shareholder by percentage of total assets invested, with 4.40% of its assets in 720.86K Old Point Financial shares, valued at 10.58M$.

Who is the top mutual fund holder of Old Point Financial shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Old Point Financial shares, with 1.07% of its total shares outstanding invested in 54.2K Old Point Financial shares.

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