GWM
OFG icon

Gilpin Wealth Management’s OFG Bancorp OFG Stock Holding History

Gilpin 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 		$351 Hold
7
– – ﹤0.01% 957
2026
Q2 		$344 Buy
7
+3
+75% +$136 ﹤0.01% 787
2026
Q1 		$162 Buy
4
+1
+33% +$40 ﹤0.01% 897
2025
Q4 		$123 Buy
+3
New +$123 ﹤0.01% 784

Other funds holding OFG

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management held its OFG Bancorp (OFG) position steady in Q3 2026 at 7 shares worth $351. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Gilpin Wealth Management first reported a position in OFG in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold OFG as of Q3 2026.

  • Gilpin Wealth Management held 7 shares of OFG Bancorp worth $351 as of Q3 2026.
  • Gilpin Wealth Management left its OFG Bancorp share count unchanged in Q3 2026.
  • OFG Bancorp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #957 holding.
  • Gilpin Wealth Management first reported a position in OFG Bancorp in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.