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MassMutual Private Wealth & Trust’s OFG Bancorp OFG Stock Holding History

MassMutual Private Wealth & Trust’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 		$37.6K Sell
767
-28
-4% -$1.27K ﹤0.01% 884
2026
Q1 		$32.2K Sell
795
-200
-20% -$8.1K ﹤0.01% 919
2025
Q4 		$40.8K Hold
995
– – ﹤0.01% 856
2025
Q3 		$43.3K Hold
995
– – ﹤0.01% 847
2025
Q2 		$42.6K Sell
995
-1,390
-58% -$55.7K ﹤0.01% 838
2025
Q1 		$95.4K Hold
2,385
– – ﹤0.01% 564
2024
Q4 		$101K Buy
2,385
+2,100
+737% +$90.5K ﹤0.01% 573
2024
Q3 		$12.8K Hold
285
– – ﹤0.01% 1053
2024
Q2 		$10.7K Hold
285
– – ﹤0.01% 1071
2024
Q1 		$10.5K Buy
285
+5
+2% +$181 ﹤0.01% 1031
2023
Q4 		$10.5K Hold
280
– – ﹤0.01% 1001
2023
Q3 		$8.36K Buy
280
+41
+17% +$1.25K ﹤0.01% 1073
2023
Q2 		$6.23K Buy
239
+155
+185% +$3.89K ﹤0.01% 1140
2023
Q1 		$2.1K Buy
84
+53
+171% +$1.48K ﹤0.01% 1408
2022
Q4 		$1K Sell
31
-7
-18% -$192 ﹤0.01% 1504
2022
Q3 		$1K Buy
+38
New +$1.03K ﹤0.01% 1474

Other funds holding OFG

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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's OFG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its OFG Bancorp (OFG) stake by 3.5% in Q2 2026, selling an estimated $1.27K and leaving 767 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

MassMutual Private Wealth & Trust first reported a position in OFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $101K in Q4 2024. 19 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 767 shares of OFG Bancorp worth $37.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 28 OFG Bancorp shares in Q2 2026, an estimated $1.27K.
  • OFG Bancorp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #884 holding.
  • MassMutual Private Wealth & Trust first reported a position in OFG Bancorp in Q3 2022 and has held it in 16 quarters since.
  • MassMutual Private Wealth & Trust's OFG Bancorp position peaked at $101K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.