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Larson Financial Group’s OFG Bancorp OFG Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-4
Closed -$171 – 3587
2025
Q2 		$171 Sell
4
-1
-20% -$40 ﹤0.01% 3088
2025
Q1 		$200 Hold
5
– – ﹤0.01% 2797
2024
Q4 		$212 Hold
5
– – ﹤0.01% 2427
2024
Q3 		$225 Hold
5
– – ﹤0.01% 2336
2024
Q2 		$187 Buy
+5
New +$182 ﹤0.01% 2090

Other funds holding OFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's OFG Position: Q3 2025 in Review

Larson Financial Group sold out of OFG Bancorp (OFG) in Q3 2025, closing a stake of 4 shares — an estimated $171 sold.

Larson Financial Group first reported a position in OFG in Q2 2024 and held it in 5 quarters. The position peaked at $225 in Q3 2024. 243 funds tracked by Wall St. Rank hold OFG as of Q3 2025.

  • Larson Financial Group reported no remaining OFG Bancorp position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 4 OFG Bancorp shares in Q3 2025, an estimated $171.
  • Larson Financial Group first reported a position in OFG Bancorp in Q2 2024 and held it in 5 quarters.
  • Larson Financial Group's OFG Bancorp position peaked at $225 in Q3 2024.
  • 243 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.