Old Point Trust & Financial Services N A’s Invesco QQQ Trust QQQ Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.52M	Sell	2,635 -20	-0.8%	-$12.2K	0.49%	55
2025 Q4	$1.63M	Buy	2,655 +125	+5%	+$76.7K	0.51%	53
2025 Q3	$1.52M	Buy	2,530 +150	+6%	+$85.9K	0.49%	51
2025 Q2	$1.31M	Sell	2,380 -127	-5%	-$63.2K	0.46%	49
2025 Q1	$1.18M	Buy	2,507 +125	+5%	+$63.5K	0.41%	54
2024 Q4	$1.22M	Buy	+2,382	New	+$1.2M	0.43%	51

Other funds holding QQQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Old Point Trust & Financial Services N A's QQQ Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its Invesco QQQ Trust (QQQ) stake by 0.75% in Q1 2026, selling an estimated $12.2K and leaving 2,635 shares worth $1.52M. The position accounts for 0.49% of the portfolio, ranked #55.

Old Point Trust & Financial Services N A first reported a position in QQQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2025. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Old Point Trust & Financial Services N A held 2,635 shares of Invesco QQQ Trust worth $1.52M as of Q1 2026.
Old Point Trust & Financial Services N A sold 20 Invesco QQQ Trust shares in Q1 2026, an estimated $12.2K.
Invesco QQQ Trust made up 0.49% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #55 holding.
Old Point Trust & Financial Services N A first reported a position in Invesco QQQ Trust in Q4 2024 and has held it in 6 quarters since.
Old Point Trust & Financial Services N A's Invesco QQQ Trust position peaked at $1.63M in Q4 2025.
3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.