Creative Planning
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Creative Planning’s OFG Bancorp OFG Stock Holding History

Creative Planning’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 		$324K Buy
+6,604
New +$299K ﹤0.01% 3512
2023
Q4 		– Sell
-3,161
Closed -$94.4K – 2985
2023
Q3 		$94.4K Buy
+3,161
New +$96.4K ﹤0.01% 2404
2023
Q2 		– Sell
-35
Closed -$873 – 2774
2023
Q1 		$873 Buy
+35
New +$979 ﹤0.01% 2548

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

Creative Planning's OFG Position: Q2 2026 in Review

Creative Planning opened a new position in OFG Bancorp (OFG) in Q2 2026: 6,604 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #3512 among its holdings. This is a return to the name: Creative Planning previously reported a position in OFG as recently as Q3 2023.

Creative Planning first reported a position in OFG in Q1 2023 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Creative Planning held 6,604 shares of OFG Bancorp worth $324K as of Q2 2026.
  • OFG Bancorp was a new Creative Planning position in Q2 2026.
  • OFG Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3512 holding.
  • Creative Planning first reported a position in OFG Bancorp in Q1 2023 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.