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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
Q2 		$74.3K Buy
1,515
+22
+1% +$997 0.01% 1038
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 $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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's OFG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its OFG Bancorp (OFG) stake by 1.5% in Q2 2026, buying an estimated $997 and bringing the position to 1,515 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #1038.

Pinnacle Wealth Planning Services first reported a position in OFG in Q4 2020 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,515 shares of OFG Bancorp worth $74.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22 OFG Bancorp shares in Q2 2026, an estimated $997.
  • OFG Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1038 holding.
  • Pinnacle Wealth Planning Services first reported a position in OFG Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.