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Clearstead Advisors’s OFG Bancorp OFG Stock Holding History

Clearstead 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 		$2.36K Buy
+48
New +$2.17K ﹤0.01% 2421
2025
Q4 		– Sell
-264
Closed -$11.5K – 3100
2025
Q3 		$11.5K Hold
264
– – ﹤0.01% 1883
2025
Q2 		$11.3K Buy
+264
New +$10.6K ﹤0.01% 1847

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

Clearstead Advisors's OFG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in OFG Bancorp (OFG) in Q2 2026: 48 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #2421 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OFG as recently as Q3 2025.

Clearstead Advisors first reported a position in OFG in Q2 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q3 2025. 263 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Clearstead Advisors held 48 shares of OFG Bancorp worth $2.36K as of Q2 2026.
  • OFG Bancorp was a new Clearstead Advisors position in Q2 2026.
  • OFG Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2421 holding.
  • Clearstead Advisors first reported a position in OFG Bancorp in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's OFG Bancorp position peaked at $11.5K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.