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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
Q1 		$2.71K Buy
+67
New +$2.71K ﹤0.01% 2186

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

Root Financial Partners's OFG Position: Q1 2026 in Review

Root Financial Partners opened a new position in OFG Bancorp (OFG) in Q1 2026: 67 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #2186 among its holdings.

238 funds tracked by Wall St. Rank hold OFG as of Q1 2026.

  • Root Financial Partners held 67 shares of OFG Bancorp worth $2.71K as of Q1 2026.
  • OFG Bancorp was a new Root Financial Partners position in Q1 2026.
  • OFG Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2186 holding.
  • 238 funds tracked by Wall St. Rank held OFG Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.