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Pinnacle Wealth Planning Services’s OFG Bancorp OFG Stock Holding History

Pinnacle Wealth Planning Services’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 		$60.4K Sell
1,493
-159
-10% -$6.44K 0.01% 1092
2025
Q4 		$67.7K Buy
+1,652
New +$67.6K 0.01% 1005
2021
Q1 		– Sell
-1,044
Closed -$19K – 1433
2020
Q4 		$19K Buy
+1,044
New +$16.9K ﹤0.01% 1176

Other funds holding OFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's OFG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its OFG Bancorp (OFG) stake by 9.6% in Q1 2026, selling an estimated $6.44K and leaving 1,493 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #1092.

Pinnacle Wealth Planning Services first reported a position in OFG in Q4 2020 and has held it in 3 quarters since. The position peaked at $67.7K in Q4 2025. 238 funds tracked by Wall St. Rank hold OFG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,493 shares of OFG Bancorp worth $60.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 159 OFG Bancorp shares in Q1 2026, an estimated $6.44K.
  • OFG Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1092 holding.
  • Pinnacle Wealth Planning Services first reported a position in OFG Bancorp in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's OFG Bancorp position peaked at $67.7K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held OFG Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.