SPIA
OPOF

Steward Partners Investment Advisory’s Old Point Financial OPOF Stock Holding History

Steward Partners Investment Advisory’s Portfolio OPOF Stock Details OPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21
Closed -$409 – 4057
2024
Q3 		$409 Hold
21
– – ﹤0.01% 3617
2024
Q2 		$308 Hold
21
– – ﹤0.01% 3512
2024
Q1 		$373 Buy
+21
New +$363 ﹤0.01% 3449

Other funds holding OPOF

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWM
PBMares Wealth Management Williamsburg, Virginia $617M AUM 13.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Steward Partners Investment Advisory's OPOF Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Old Point Financial (OPOF) in Q4 2024, closing a stake of 21 shares — an estimated $409 sold.

Steward Partners Investment Advisory first reported a position in OPOF in Q1 2024 and held it in 3 quarters. The position peaked at $409 in Q3 2024. 27 funds tracked by Wall St. Rank hold OPOF as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Old Point Financial position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 21 Old Point Financial shares in Q4 2024, an estimated $409.
  • Steward Partners Investment Advisory first reported a position in Old Point Financial in Q1 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Old Point Financial position peaked at $409 in Q3 2024.
  • 27 funds tracked by Wall St. Rank held Old Point Financial as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.