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JFS Wealth Advisors’s OFG Bancorp OFG Stock Holding History

JFS Wealth 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 		$396 Buy
+8
New +$363 ﹤0.01% 2004

Other funds holding OFG

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
MUAMU
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $215M AUM 47.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JFS Wealth Advisors's OFG Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in OFG Bancorp (OFG) in Q2 2026: 8 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #2004 among its holdings.

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

  • JFS Wealth Advisors held 8 shares of OFG Bancorp worth $396 as of Q2 2026.
  • OFG Bancorp was a new JFS Wealth Advisors position in Q2 2026.
  • OFG Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2004 holding.
  • 51 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.