Mount Yale Investment Advisors’s OFG Bancorp OFG Stock Holding History

Mount Yale Investment 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 Q1	$1.22M	Buy	+29,973	New	+$1.21M	0.03%	477

Other funds holding OFG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Mount Yale Investment Advisors's OFG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in OFG Bancorp (OFG) in Q1 2026: 29,973 shares worth $1.22M. The stake represents 0.03% of the portfolio and ranks #477 among its holdings.

238 funds tracked by Wall St. Rank hold OFG as of Q1 2026.

Mount Yale Investment Advisors held 29,973 shares of OFG Bancorp worth $1.22M as of Q1 2026.
OFG Bancorp was a new Mount Yale Investment Advisors position in Q1 2026.
OFG Bancorp made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #477 holding.
238 funds tracked by Wall St. Rank held OFG Bancorp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.