Empirical Wealth Management
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Empirical Wealth Management’s OFG Bancorp OFG Stock Holding History

Empirical Wealth Management’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
Q3 		$684K Buy
13,654
+5,270
+63% +$273K 0.01% 637
2026
Q2 		$411K Buy
8,384
+1,415
+20% +$64.1K 0.01% 757
2026
Q1 		$282K Buy
6,969
+1,287
+23% +$52.1K ﹤0.01% 818
2025
Q4 		$233K Buy
5,682
+602
+12% +$24.6K ﹤0.01% 801
2025
Q3 		$221K Buy
+5,080
New +$223K ﹤0.01% 723

Other funds holding OFG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Empirical Wealth Management's OFG Position: Q3 2026 in Review

Empirical Wealth Management increased its OFG Bancorp (OFG) stake by 63% in Q3 2026, buying an estimated $273K and bringing the position to 13,654 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #637.

Empirical Wealth Management first reported a position in OFG in Q3 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold OFG as of Q3 2026.

  • Empirical Wealth Management held 13,654 shares of OFG Bancorp worth $684K as of Q3 2026.
  • Empirical Wealth Management bought 5,270 OFG Bancorp shares in Q3 2026, an estimated $273K.
  • OFG Bancorp made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #637 holding.
  • Empirical Wealth Management first reported a position in OFG Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.