CIBC Private Wealth Group
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CIBC Private Wealth Group’s OFG Bancorp OFG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$410 Buy
+10
New +$409 ﹤0.01% 3082
2024
Q4 		– Sell
-654
Closed -$29.4K – 3125
2024
Q3 		$29.4K Buy
+654
New +$28.1K ﹤0.01% 1986

Other funds holding OFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's OFG Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in OFG Bancorp (OFG) in Q4 2025: 10 shares worth $410. The stake represents ﹤0.01% of the portfolio and ranks #3082 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in OFG as recently as Q3 2024.

CIBC Private Wealth Group first reported a position in OFG in Q3 2024 and has held it in 2 quarters since. The position peaked at $29.4K in Q3 2024. 240 funds tracked by Wall St. Rank hold OFG as of Q4 2025.

  • CIBC Private Wealth Group held 10 shares of OFG Bancorp worth $410 as of Q4 2025.
  • OFG Bancorp was a new CIBC Private Wealth Group position in Q4 2025.
  • OFG Bancorp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3082 holding.
  • CIBC Private Wealth Group first reported a position in OFG Bancorp in Q3 2024 and has held it in 2 quarters since.
  • CIBC Private Wealth Group's OFG Bancorp position peaked at $29.4K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held OFG Bancorp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.