Old Point Financial Ownership | Who Owns Old Point Financial?

Old Point Financial Ownership Summary

Old Point Financial is owned by 32.25% institutional investors, 23.83% insiders, and 43.92% retail investors. Pl capital advisors is the largest institutional shareholder, holding 14.20% 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	32.25%	23.83%	43.92%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pl capital advisors	720.86K	14.20%	$18.79M
Fourthstone	344.62K	6.79%	$8.98M
Old point trust & financial services n a	263.44K	5.19%	$6.87M
Vanguard group	55.64K	1.10%	$1.45M
Geode capital management	45.09K	0.89%	$1.18M
Renaissance	35.93K	0.71%	$936.31K
Pbmares wealth management	30.08K	0.59%	$783.86K
Dimensional fund advisors lp	20.42K	0.40%	$532.04K
Blackrock funding, inc. /de	19.56K	0.39%	$509.84K
Blackrock	19.27K	0.38%	$282.74K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	720.86K	6.41%	$18.79M
Old point trust & financial services n a	263.44K	2.41%	$6.87M
Fourthstone	344.62K	1.75%	$8.98M
Pbmares wealth management	30.08K	0.16%	$783.86K
Mill capital management	11.93K	0.02%	$310.77K
Bridgeway capital management	18.95K	0.01%	$493.86K
Empowered funds	18.79K	0.01%	$489.72K
Eastern bank	2.95K	0.00%	$76.85K
Renaissance	35.93K	0.00%	$936.31K
Sandy spring bank	569.00	0.00%	$14.84K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	344.62K	1.75%	263.03K
Susquehanna group, llp	9.41K	-	9.41K
Renaissance	35.93K	0.00%	5.50K
Old point trust & financial services n a	263.44K	2.41%	2.90K
Morgan stanley	10.61K	-	2.55K

Top Sellers

Holder	Shares	% Assets	Change
Fj capital management	-	-	-278.67K
Hrt financial lp	-	-	-18.50K
Northern trust	13.13K	-	-638.00
Qube research	-	-	-364.00
Geode capital management	45.09K	0.00%	-113.00

New Positions

Holder	Shares	% Assets	Change	Value
Susquehanna group, llp	9.41K	-	9.41K	$245.35K
Royal bank of canada	41.00	-	41.00	$1.00K

Sold Out

Holder	Change
Innealta capital	-7.00
Steward partners investment advisory	-21.00
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 %
Dec 31, 2024	26	4.00%	1,637,254	0.09%	32	3.11%	14	16.67%	5	-
Sep 30, 2024	25	-7.41%	1,635,744	1.04%	32	3.12%	12	-	5	-50.00%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	54.24K	1.07%	24.00
Fidelity Extended Market Index	23.82K	0.47%	-152.00
EA Bridgeway Omni Small-Cap Value ETF	19.46K	0.38%	18.00
BlackRock Extended Equity Market K	9.20K	0.18%	-4.00
Extended Equity Market Fund K	9.11K	0.18%	28.00
Auer Growth	9.00K	0.18%	-
iShares Micro-Cap ETF	7.83K	0.15%	270.00
Fidelity Total Market Index	7.52K	0.15%	-6.00
DFA US Core Equity 2 I	6.44K	0.13%	-
Spartan Extended Market Index Pool E	6.36K	0.12%	152.00

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
2025 Q1	-	-
2024 Q4	-	-
2024 Q3	5	-
2024 Q2	9	-
2023 Q4	4	-

OPOF Ownership FAQ

Who Owns Old Point Financial?

Old Point Financial shareholders are primarily institutional investors at 32.25%, followed by 23.83% insiders and 43.92% retail investors. The average institutional ownership in Old Point Financial's industry, Regional Banks Stocks, is 42.21%, 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, 14.20%), Fourthstone (344.62K shares, 6.79%), and Old point trust & financial services n a (263.44K shares, 5.19%). Together, they hold 26.18% 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 6.41% of its assets in 720.86K Old Point Financial shares, valued at 18.79M$.

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 54.24K Old Point Financial shares.

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