Institute for Wealth Management’s OFG Bancorp OFG Stock Holding History

Institute for 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	$23.8K	Buy	+485	New	+$22K	﹤0.01%	1074

Other funds holding OFG

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Institute for Wealth Management's OFG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in OFG Bancorp (OFG) in Q2 2026: 485 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #1074 among its holdings.

103 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

Institute for Wealth Management held 485 shares of OFG Bancorp worth $23.8K as of Q2 2026.
OFG Bancorp was a new Institute for Wealth Management position in Q2 2026.
OFG Bancorp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1074 holding.
103 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.