Root Financial Partners
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Root Financial Partners’s OFG Bancorp OFG Stock Holding History

Root Financial Partners’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
Q3 		$6.81K Buy
+136
New +$7.06K ﹤0.01% 2097
2026
Q2 		– Sell
-67
Closed -$2.71K – 2276
2026
Q1 		$2.71K Buy
+67
New +$2.71K ﹤0.01% 2186

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's OFG Position: Q3 2026 in Review

Root Financial Partners opened a new position in OFG Bancorp (OFG) in Q3 2026: 136 shares worth $6.81K. The stake represents ﹤0.01% of the portfolio and ranks #2097 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OFG as recently as Q1 2026.

Root Financial Partners first reported a position in OFG in Q1 2026 and has held it in 2 quarters since. 209 funds tracked by Wall St. Rank hold OFG as of Q3 2026.

  • Root Financial Partners held 136 shares of OFG Bancorp worth $6.81K as of Q3 2026.
  • OFG Bancorp was a new Root Financial Partners position in Q3 2026.
  • OFG Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2097 holding.
  • Root Financial Partners first reported a position in OFG Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 209 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.