Eric Kauders, Jr.

@Old Point Trust & Financial Services N A

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$278.38M

Total holdings330

Assets growth rate7.99%

Assets growth rate (2-Q avg)0.86%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Old Point Trust & Financial Services N A's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 330 positions.

Assets under management

The assets under management (AUM) of Old Point Trust & Financial Services N A over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 278.38M in assets, with a quarterly growth rate of 7.99% and a 2-quarter average growth rate of 0.86%. The portfolio is managed by Eric Kauders, Jr., and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EMNEastman Chem Co Recent Activity New Position	0.03%	$74,111 662 shares@ $111.96 avg price	New Position
IBTHIshares Ibonds Dec 2027 Term T Recent Activity New Position	0.03%	$67,452 2,980 shares@ $22.64 avg price	New Position
SWSmurfit Westrock Limited Recent Activity New Position	0.02%	$53,571 1,084 shares@ $49.42 avg price	New Position
IBTGIshares Ibonds Dec 2026 Term T Recent Activity New Position	0.02%	$48,437 2,100 shares@ $23.07 avg price	New Position
FERGFerguson Enterprises Inc Recent Activity New Position	0.02%	$40,111 202 shares@ $198.57 avg price	New Position
TLTIshares 20yr Tr Recent Activity New Position	0.01%	$8,731 89 shares@ $98.11 avg price	New Position
VGITVanguard Interme Recent Activity New Position	0.01%	$6,646 110 shares@ $60.42 avg price	New Position
SIRISirius Xm Hldgs Inc New Com Recent Activity New Position	0.01%	$1,088 46 shares@ $23.66 avg price	New Position
NOKNokia Corp Sponsored Adr Recent Activity New Position	0.01%	$188 43 shares@ $4.38 avg price	New Position