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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
Q2 		$1.47M Sell
29,827
-146
-0.5% -$6.62K 0.03% 489
2026
Q1 		$1.22M Buy
+29,973
New +$1.21M 0.03% 477

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's OFG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its OFG Bancorp (OFG) stake by 0.49% in Q2 2026, selling an estimated $6.62K and leaving 29,827 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #489.

Mount Yale Investment Advisors first reported a position in OFG in Q1 2026 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Mount Yale Investment Advisors held 29,827 shares of OFG Bancorp worth $1.47M as of Q2 2026.
  • Mount Yale Investment Advisors sold 146 OFG Bancorp shares in Q2 2026, an estimated $6.62K.
  • OFG Bancorp made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #489 holding.
  • Mount Yale Investment Advisors first reported a position in OFG Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.