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Integrated Wealth Concepts’s OFG Bancorp OFG Stock Holding History

Integrated Wealth Concepts’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 		$57.4K Buy
+1,169
New +$53K ﹤0.01% 3253

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

Integrated Wealth Concepts's OFG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in OFG Bancorp (OFG) in Q2 2026: 1,169 shares worth $57.4K. The stake represents ﹤0.01% of the portfolio and ranks #3253 among its holdings.

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

  • Integrated Wealth Concepts held 1,169 shares of OFG Bancorp worth $57.4K as of Q2 2026.
  • OFG Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • OFG Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3253 holding.
  • 260 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.