SkyOak Wealth
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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
2026
Q3 		$225K Buy
+4,489
New +$233K 0.04% 218
2025
Q3 		– Sell
-5,618
Closed -$240K – 260
2025
Q2 		$240K Buy
+5,618
New +$225K 0.05% 214

Other funds holding OFG

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

SkyOak Wealth's OFG Position: Q3 2026 in Review

SkyOak Wealth opened a new position in OFG Bancorp (OFG) in Q3 2026: 4,489 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #218 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in OFG as recently as Q2 2025.

SkyOak Wealth first reported a position in OFG in Q2 2025 and has held it in 2 quarters since. The position peaked at $240K in Q2 2025. 67 funds tracked by Wall St. Rank hold OFG as of Q3 2026.

  • SkyOak Wealth held 4,489 shares of OFG Bancorp worth $225K as of Q3 2026.
  • OFG Bancorp was a new SkyOak Wealth position in Q3 2026.
  • OFG Bancorp made up 0.04% of SkyOak Wealth's portfolio in Q3 2026, its #218 holding.
  • SkyOak Wealth first reported a position in OFG Bancorp in Q2 2025 and has held it in 2 quarters since.
  • SkyOak Wealth's OFG Bancorp position peaked at $240K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.