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Carolina Wealth Advisors’s OFG Bancorp OFG Stock Holding History

Carolina 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 		$320K Buy
+6,527
New +$296K 0.13% 75

Other funds holding OFG

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Carolina Wealth Advisors opened a new position in OFG Bancorp (OFG) in Q2 2026: 6,527 shares worth $320K. The stake represents 0.13% of the portfolio and ranks #75 among its holdings.

20 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Carolina Wealth Advisors held 6,527 shares of OFG Bancorp worth $320K as of Q2 2026.
  • OFG Bancorp was a new Carolina Wealth Advisors position in Q2 2026.
  • OFG Bancorp made up 0.13% of Carolina Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • 20 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.