Global Retirement Partners’s OFG Bancorp OFG Stock Holding History

Global Retirement Partners’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	$4.46K	Buy	+91	New	+$4.12K	﹤0.01%	3732
2025 Q4	$3.73K	Buy	91 +72	+379%	+$2.95K	﹤0.01%	3535
2025 Q3	$826	Hold	19	–	–	﹤0.01%	3566
2025 Q2	$813	Buy	+19	New	+$761	﹤0.01%	3493
2024 Q4	$804	Hold	19	–	–	﹤0.01%	3320
2024 Q3	$853	Sell	19 -7	-27%	-$301	﹤0.01%	3183
2024 Q2	$974	Hold	26	–	–	﹤0.01%	3173
2024 Q1	$957	Hold	26	–	–	﹤0.01%	2986
2023 Q4	$909	Hold	26	–	–	﹤0.01%	2926
2023 Q3	$772	Buy	26 +7	+37%	+$214	﹤0.01%	2833
2023 Q2	$496	Hold	19	–	–	﹤0.01%	2957
2023 Q1	$447	Hold	19	–	–	﹤0.01%	2946
2022 Q4	$524	Hold	19	–	–	﹤0.01%	2746
2022 Q3	$1K	Sell	19 -10	-34%	-$271	﹤0.01%	2536
2022 Q2	$1K	Hold	29	–	–	﹤0.01%	2501
2022 Q1	$1K	Buy	+29	New	+$806	﹤0.01%	2467

Other funds holding OFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's OFG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in OFG Bancorp (OFG) in Q2 2026: 91 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #3732 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in OFG as recently as Q4 2025.

Global Retirement Partners first reported a position in OFG in Q1 2022 and has held it in 16 quarters since. 262 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

Global Retirement Partners held 91 shares of OFG Bancorp worth $4.46K as of Q2 2026.
OFG Bancorp was a new Global Retirement Partners position in Q2 2026.
OFG Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3732 holding.
Global Retirement Partners first reported a position in OFG Bancorp in Q1 2022 and has held it in 16 quarters since.
262 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.