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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
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

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

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

Gilpin Wealth Management increased its OFG Bancorp (OFG) stake by 75% in Q2 2026, buying an estimated $136 and bringing the position to 7 shares worth $344. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Gilpin Wealth Management first reported a position in OFG in Q4 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Gilpin Wealth Management held 7 shares of OFG Bancorp worth $344 as of Q2 2026.
  • Gilpin Wealth Management bought 3 OFG Bancorp shares in Q2 2026, an estimated $136.
  • OFG Bancorp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #787 holding.
  • Gilpin Wealth Management first reported a position in OFG Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.