SkyOak Wealth’s OFG Bancorp OFG Stock Holding History

SkyOak Wealth’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
2025 Q3	–	Sell	-5,618	Closed	-$240K	–	260
2025 Q2	$240K	Buy	+5,618	New	+$225K	0.05%	214

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 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

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

SkyOak Wealth's OFG Position: Q3 2025 in Review

SkyOak Wealth sold out of OFG Bancorp (OFG) in Q3 2025, closing a stake of 5,618 shares — an estimated $240K sold.

SkyOak Wealth first reported a position in OFG in Q2 2025 and held it in 1 quarter. The position peaked at $240K in Q2 2025. 243 funds tracked by Wall St. Rank hold OFG as of Q3 2025.

SkyOak Wealth reported no remaining OFG Bancorp position as of Q3 2025 after selling out during the quarter.
SkyOak Wealth sold 5,618 OFG Bancorp shares in Q3 2025, an estimated $240K.
SkyOak Wealth first reported a position in OFG Bancorp in Q2 2025 and held it in 1 quarter.
SkyOak Wealth's OFG Bancorp position peaked at $240K in Q2 2025.
243 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2025.

Based on SkyOak Wealth's 13F filing for Q3 2025, filed 23 Oct 2025.