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Basecamp Wealth Advisors’s OFG Bancorp OFG Stock Holding History

Basecamp Wealth Advisors’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
Q2 		$1.86K Buy
38
+16
+73% +$725 ﹤0.01% 1383
2026
Q1 		$890 Sell
22
-39
-64% -$1.58K ﹤0.01% 1590
2025
Q4 		$2.5K Buy
+61
New +$2.5K ﹤0.01% 1305

Other funds holding OFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's OFG Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its OFG Bancorp (OFG) stake by 73% in Q2 2026, buying an estimated $725 and bringing the position to 38 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Basecamp Wealth Advisors first reported a position in OFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q4 2025. 260 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Basecamp Wealth Advisors held 38 shares of OFG Bancorp worth $1.86K as of Q2 2026.
  • Basecamp Wealth Advisors bought 16 OFG Bancorp shares in Q2 2026, an estimated $725.
  • OFG Bancorp made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1383 holding.
  • Basecamp Wealth Advisors first reported a position in OFG Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's OFG Bancorp position peaked at $2.5K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.