WCM
OPOF

WealthTrak Capital Management’s Old Point Financial OPOF Stock Holding History

WealthTrak Capital Management’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
2025
Q2 		– Sell
-1,800
Closed -$53.9K – 1036
2025
Q1 		$53.9K Hold
1,800
– – 0.05% 98
2024
Q4 		$46.9K Buy
+1,800
New +$38.7K 0.04% 102

Other funds holding OPOF

PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPTFSNA
Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WealthTrak Capital Management's OPOF Position: Q2 2025 in Review

WealthTrak Capital Management sold out of Old Point Financial (OPOF) in Q2 2025, closing a stake of 1,800 shares — an estimated $53.9K sold.

WealthTrak Capital Management first reported a position in OPOF in Q4 2024 and held it in 2 quarters. The position peaked at $53.9K in Q1 2025. 55 funds tracked by Wall St. Rank hold OPOF as of Q2 2025.

  • WealthTrak Capital Management reported no remaining Old Point Financial position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1,800 Old Point Financial shares in Q2 2025, an estimated $53.9K.
  • WealthTrak Capital Management first reported a position in Old Point Financial in Q4 2024 and held it in 2 quarters.
  • WealthTrak Capital Management's Old Point Financial position peaked at $53.9K in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Old Point Financial as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.