Old Point Trust & Financial Services N A Purchases in Q4 2025

Old Point Trust & Financial Services N A

  • $313 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
36.7K
+ 25.03%
$42.35 - $45.18 $1.56M - $1.66M
183K $8.22M
SPYG
Spdr Portfolio

ETFs
17.5K
+ 150.6%
$102.4 - $109.39 $1.79M - $1.92M
29.1K $3.05M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14.2K
+ 83.94%
$98.0 - $102.56 $1.39M - $1.45M
31.1K $3.15M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
12.4K
+ 62.58%
$80.06 - $83.68 $990K - $1.03M
32.1K $2.57M
VBR
Vanguard Small Cap Value ETF

ETFs
4.01K
+ 16.62%
$201.42 - $211.15 $807K - $846K
28.1K $5.77M
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.9K
+ 55.48%
$47.34 - $48.01 $706K - $716K
41.8K $1.98M
QCOM
Qualcomm Inc

Technology
3.52K
+ 206.82%
$153.59 - $187.68 $540K - $660K
5.22K $869K
AMZN
Amazon Com Inc

Consumer Cyclical
77
+ 0.22%
$213.04 - $254.0 $16.4K - $19.6K
34.6K $8.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
767
+ 20.76%
$600.51 - $631.95 $461K - $485K
4.46K $2.76M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
20.4K
+ 27.08%
$23.54 - $23.93 $479K - $487K
95.6K $2.25M
GLD
Spdr Gold Trust

ETFs
1K
+ 36.25%
$354.79 - $403.15 $355K - $403K
3.76K $1.41M
MAR
Marriott International Inc

Consumer Cyclical
855
+ 11.88%
$259.04 - $291.9 $221K - $250K
8.05K $2.3M
BKR
Baker Hughes CO

Energy
8.15K
+ 24.7%
$44.47 - $49.08 $362K - $400K
41.2K $2.01M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.18K
+ 57.26%
$45.45 - $48.31 $372K - $395K
22.5K $1.07M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.86K
+ 17.81%
$78.65 - $79.19 $382K - $385K
32.1K $2.53M
A
Agilent Technologies, Inc.

Healthcare
1.51K
+ 18.69%
$136.62 - $151.52 $206K - $228K
9.56K $1.4M
MRK
Merck & Co., Inc.

Healthcare
1.55K
+ 6.86%
$82.49 - $92.93 $128K - $144K
24.2K $2.24M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.4K
+ 14.1%
$59.84 - $60.54 $323K - $327K
43.6K $2.62M
KO
Coca Cola CO

Consumer Defensive
2.65K
+ 10.42%
$66.1 - $71.61 $175K - $190K
28.1K $1.99M
JPM
Jpmorgan Chase & CO

Financial Services
1.23K
+ 23.06%
$294.11 - $320.41 $361K - $393K
6.54K $1.97M
ADBE
Adobe Inc.

Technology
812
+ 1980.49%
$325.07 - $359.91 $264K - $292K
853 $277K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
13.6K
+ 40.56%
$18.77 - $18.93 $256K - $258K
47.3K $888K
WRB
Berkley W R Corp

Financial Services
3.11K
+ 14.93%
$71.34 - $78.46 $222K - $244K
23.9K $1.84M
PGR
Progressive Corp

Financial Services
1.2K
+ 80.0%
$203.7 - $246.46 $244K - $296K
2.7K $608K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.93K
+ 18.06%
$83.45 - $84.82 $245K - $249K
19.2K $1.6M
LOW
Lowes Companies Inc

Consumer Cyclical
1.01K
+ 49.08%
$225.0 - $247.99 $227K - $250K
3.07K $690K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
7.74K
+ 1105.14%
$21.9 - $22.08 $169K - $171K
8.44K $185K
CB
Chubb LTD

Financial Services
205
+ 3.85%
$268.2 - $296.22 $55K - $60.7K
5.53K $1.63M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.7K
+ 101.79%
$22.32 - $22.47 $127K - $128K
11.3K $252K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.27K
+ 11.11%
$19.7 - $19.78 $124K - $124K
62.7K $1.24M
YUM
Yum Brands Inc

Consumer Cyclical
1.15K
+ 7.17%
$138.21 - $153.19 $159K - $176K
17.2K $2.56M
ADP
Automatic Data Processing Inc

Industrials
440
+ 241.76%
$250.9 - $292.94 $110K - $129K
622 $156K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.97K
+ 9.09%
$20.53 - $20.66 $102K - $103K
59.6K $1.23M
CBRE
Cbre Group, Inc.

Real Estate
780
+ 13.43%
$149.99 - $164.2 $117K - $128K
6.59K $1.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
125
+ 4.94%
$589.5 - $635.77 $73.7K - $79.5K
2.66K $1.6M
VT
Vanguard Total World Stk Index

ETFs
589
New
$135.16 - $141.78 $79.6K - $83.5K
589 $82K
CRM
Salesforce, Inc.

Technology
335
+ 6.48%
$235.69 - $263.41 $79K - $88.2K
5.51K $1.31M
OMC
Omnicom Group Inc.

Communication Services
1.03K
New
$72.23 - $81.23 $74.5K - $83.8K
1.03K $74K
V
Visa Inc.

Financial Services
574
+ 7.89%
$325.75 - $352.42 $187K - $202K
7.85K $2.56M
MS
Morgan Stanley

Financial Services
448
+ 33.97%
$151.86 - $169.92 $68K - $76.1K
1.77K $281K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.96K
+ 23.47%
$22.43 - $22.55 $66.4K - $66.7K
15.6K $349K
DUK
Duke Energy Corp

Utilities
493
+ 26.22%
$121.57 - $129.03 $59.9K - $63.6K
2.37K $297K
IWD
Ishares Russell 1000 Val ETF

ETFs
317
New
$199.44 - $208.01 $63.2K - $65.9K
317 $64K
BMY
Bristol Myers Squibb CO

Healthcare
600
+ 3.46%
$42.6 - $49.08 $25.6K - $29.4K
18K $840K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.5K
+ 7.93%
$19.54 - $19.6 $48.9K - $49K
34K $666K
AVGO
Broadcom Inc.

Technology
133
+ 78.24%
$324.63 - $385.98 $43.2K - $51.3K
303 $103K
ELV
Elevance Health, Inc.

Healthcare
115
+ 3.98%
$303.78 - $362.34 $34.9K - $41.7K
3K $978K
APH
Amphenol Corp

Technology
248
New
$121.7 - $143.85 $30.2K - $35.7K
248 $33K
MA
Mastercard Inc

Financial Services
72
+ 38.92%
$536.85 - $580.45 $38.7K - $41.8K
257 $137K
Activity Summary
Buys All Purchases 125 New Holdings 45 Increased Positions 80 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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