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 Q3	$8.36K	Buy	167 +76	+84%	+$3.94K	﹤0.01%	3750
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Global Retirement Partners's OFG Position: Q3 2026 in Review

Global Retirement Partners increased its OFG Bancorp (OFG) stake by 84% in Q3 2026, buying an estimated $3.94K and bringing the position to 167 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3750.

Global Retirement Partners first reported a position in OFG in Q1 2022 and has held it in 17 quarters since. 171 funds tracked by Wall St. Rank hold OFG as of Q3 2026.

Global Retirement Partners held 167 shares of OFG Bancorp worth $8.36K as of Q3 2026.
Global Retirement Partners bought 76 OFG Bancorp shares in Q3 2026, an estimated $3.94K.
OFG Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3750 holding.
Global Retirement Partners first reported a position in OFG Bancorp in Q1 2022 and has held it in 17 quarters since.
171 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.