Old Point Trust & Financial Services N A
Old Point Trust & Financial Services, N.A. is a nationally chartered trust company founded in 1999 and headquartered in Hampton, Virginia. It is a wholly-owned subsidiary of Old Point Financial Corporation and provides wealth management, trust administration, estate planning, retirement plan administration, financial planning, tax services, and investment management to individuals and businesses, primarily in the Hampton Roads region of Virginia. The firm focuses on serving local clients with a personalized approach and employs a specialized staff for fiduciary and financial services.
Investment Strategy
Old Point Trust & Financial Services, N.A. utilizes a personalized, client-centric approach to investment management, focusing on long-term wealth preservation and growth through diversified asset allocation tailored to individual and institutional client goals. The firm provides fiduciary services, custom investment portfolios, estate and trust administration, and retirement planning, with an emphasis on prudent risk management and service to local clients in the Hampton Roads region.
Top Holdings
Equity Positions (303)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.74% | $17.8M | 34,280 | $39.77 | $517.95 | +$401.7K |
P PLTR | PALANTIR TECHNOLOGIES INC - A | 4.31% | $13.3M | 73,094 | $18.41 | $182.42 | +$2.0M |
A AAPL | APPLE INC | 3.82% | $11.8M | 46,469 | $65.76 | $254.63 | +$2.4M |
R RTX | RTX CORPORATION | 3.17% | $9.8M | 58,702 | $62.57 | $167.33 | +$825.4K |
X XOM | EXXON MOBIL CORPORATION | 3.14% | $9.7M | 86,175 | $67.75 | $112.75 | +$574.3K |