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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's OFG Position: Q4 2025 in Review

Global Retirement Partners increased its OFG Bancorp (OFG) stake by 379% in Q4 2025, buying an estimated $2.95K and bringing the position to 91 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3535.

Global Retirement Partners first reported a position in OFG in Q1 2022 and has held it in 15 quarters since. 240 funds tracked by Wall St. Rank hold OFG as of Q4 2025.

Global Retirement Partners held 91 shares of OFG Bancorp worth $3.73K as of Q4 2025.
Global Retirement Partners bought 72 OFG Bancorp shares in Q4 2025, an estimated $2.95K.
OFG Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3535 holding.
Global Retirement Partners first reported a position in OFG Bancorp in Q1 2022 and has held it in 15 quarters since.
240 funds tracked by Wall St. Rank held OFG Bancorp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.