Planned Solutions’s OFG Bancorp OFG Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-480	Closed	-$21.6K	–	466
2024 Q3	$21.6K	Buy	+480	New	+$20.7K	0.01%	379

Other funds holding OFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's OFG Position: Q4 2024 in Review

Planned Solutions sold out of OFG Bancorp (OFG) in Q4 2024, closing a stake of 480 shares — an estimated $21.6K sold.

Planned Solutions first reported a position in OFG in Q3 2024 and held it in 1 quarter. The position peaked at $21.6K in Q3 2024. 239 funds tracked by Wall St. Rank hold OFG as of Q4 2024.

Planned Solutions reported no remaining OFG Bancorp position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 480 OFG Bancorp shares in Q4 2024, an estimated $21.6K.
Planned Solutions first reported a position in OFG Bancorp in Q3 2024 and held it in 1 quarter.
Planned Solutions's OFG Bancorp position peaked at $21.6K in Q3 2024.
239 funds tracked by Wall St. Rank held OFG Bancorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.