EWM
OFG icon

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
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

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
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Empirical Wealth Management's OFG Position: Q2 2026 in Review

Empirical Wealth Management increased its OFG Bancorp (OFG) stake by 20% in Q2 2026, buying an estimated $64.1K and bringing the position to 8,384 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #757.

Empirical Wealth Management first reported a position in OFG in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Empirical Wealth Management held 8,384 shares of OFG Bancorp worth $411K as of Q2 2026.
  • Empirical Wealth Management bought 1,415 OFG Bancorp shares in Q2 2026, an estimated $64.1K.
  • OFG Bancorp made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #757 holding.
  • Empirical Wealth Management first reported a position in OFG Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.