Steward Partners Investment Advisory’s OFG Bancorp OFG Stock Holding History

Steward Partners Investment Advisory’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 Q2	$408K	Buy	+8,310	New	+$377K	﹤0.01%	1820

Other funds holding OFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's OFG Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in OFG Bancorp (OFG) in Q2 2026: 8,310 shares worth $408K. The stake represents ﹤0.01% of the portfolio and ranks #1820 among its holdings.

260 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

Steward Partners Investment Advisory held 8,310 shares of OFG Bancorp worth $408K as of Q2 2026.
OFG Bancorp was a new Steward Partners Investment Advisory position in Q2 2026.
OFG Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1820 holding.
260 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.