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IFP Advisors’s OFG Bancorp OFG Stock Holding History

IFP Advisors’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 		$22.1K Buy
450
+424
+1,631% +$19.2K ﹤0.01% 2917
2026
Q1 		$1.05K Sell
26
-33
-56% -$1.34K ﹤0.01% 4199
2025
Q4 		$2.42K Sell
59
-66
-53% -$2.7K ﹤0.01% 3772
2025
Q3 		$5.44K Hold
125
– – ﹤0.01% 3207
2025
Q2 		$5.35K Buy
125
+116
+1,289% +$4.65K ﹤0.01% 3332
2025
Q1 		$360 Hold
9
– – ﹤0.01% 3532
2024
Q4 		$381 Buy
+9
New +$388 ﹤0.01% 3491
2018
Q4 		– Sell
-259
Closed -$4K – 3770
2018
Q3 		$4K Sell
259
-207
-44% -$3.35K ﹤0.01% 3313
2018
Q2 		$7K Buy
466
+207
+80% +$2.8K ﹤0.01% 3105
2018
Q1 		$2K Hold
259
– – ﹤0.01% 3523
2017
Q4 		$2K Buy
+259
New +$2.32K ﹤0.01% 3574
2017
Q1 		– Sell
-100
Closed -$1K – 4085
2016
Q4 		$1K Sell
100
-900
-90% -$10.8K ﹤0.01% 3814
2016
Q3 		$10K Buy
+1,000
New +$10.2K ﹤0.01% 2842

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

IFP Advisors's OFG Position: Q2 2026 in Review

IFP Advisors increased its OFG Bancorp (OFG) stake by 1,631% in Q2 2026, buying an estimated $19.2K and bringing the position to 450 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2917.

IFP Advisors first reported a position in OFG in Q3 2016 and has held it in 13 quarters since. 260 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • IFP Advisors held 450 shares of OFG Bancorp worth $22.1K as of Q2 2026.
  • IFP Advisors bought 424 OFG Bancorp shares in Q2 2026, an estimated $19.2K.
  • OFG Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2917 holding.
  • IFP Advisors first reported a position in OFG Bancorp in Q3 2016 and has held it in 13 quarters since.
  • 260 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.