Old Point Trust & Financial Services N A’s Simon Property Group SPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67.1K	Hold	300	–	–	0.02%	171
2026 Q1	$56K	Hold	300	–	–	0.02%	169
2025 Q4	$55.5K	Hold	300	–	–	0.02%	176
2025 Q3	$56.3K	Hold	300	–	–	0.02%	176
2025 Q2	$48.2K	Hold	300	–	–	0.02%	182
2025 Q1	$49.8K	Hold	300	–	–	0.02%	186
2024 Q4	$51.7K	Hold	300	–	–	0.02%	178
2024 Q3	$50.7K	Hold	300	–	–	0.02%	159
2024 Q2	$45.5K	Sell	300 -250	-45%	-$36.8K	0.02%	157
2024 Q1	$86.1K	Buy	+550	New	+$80.7K	0.03%	132

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Old Point Trust & Financial Services N A's SPG Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Simon Property Group (SPG) position steady in Q2 2026 at 300 shares worth $67.1K. The position accounts for 0.02% of the portfolio, ranked #171.

Old Point Trust & Financial Services N A first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. The position peaked at $86.1K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Old Point Trust & Financial Services N A held 300 shares of Simon Property Group worth $67.1K as of Q2 2026.
Old Point Trust & Financial Services N A left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.02% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #171 holding.
Old Point Trust & Financial Services N A first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
Old Point Trust & Financial Services N A's Simon Property Group position peaked at $86.1K in Q1 2024.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.