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Apella Capital’s OFG Bancorp OFG Stock Holding History

Apella Capital’s Portfolio OFG Stock Details OFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$290K Hold
5,750
– – ﹤0.01% 639
2026
Q2 		$287K Hold
5,750
– – ﹤0.01% 590
2026
Q1 		$245K Buy
+5,750
New +$233K ﹤0.01% 602

Other funds holding OFG

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Apella Capital's OFG Position: Q3 2026 in Review

Apella Capital held its OFG Bancorp (OFG) position steady in Q3 2026 at 5,750 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Apella Capital first reported a position in OFG in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold OFG as of Q3 2026.

  • Apella Capital held 5,750 shares of OFG Bancorp worth $290K as of Q3 2026.
  • Apella Capital left its OFG Bancorp share count unchanged in Q3 2026.
  • OFG Bancorp made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #639 holding.
  • Apella Capital first reported a position in OFG Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.