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True Wealth Design’s OFG Bancorp OFG Stock Holding History

True Wealth Design’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 		$5.15K Buy
105
+11
+12% +$498 ﹤0.01% 1315
2026
Q1 		$3.8K Hold
94
– – ﹤0.01% 1311
2025
Q4 		$3.85K Hold
94
– – ﹤0.01% 1199
2025
Q3 		$4.09K Hold
94
– – ﹤0.01% 1158
2025
Q2 		$4.02K Buy
+94
New +$3.77K ﹤0.01% 895
2024
Q4 		– Sell
-70
Closed -$3.15K – 1473
2024
Q3 		$3.15K Buy
+70
New +$3.01K ﹤0.01% 679

Other funds holding OFG

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

True Wealth Design's OFG Position: Q2 2026 in Review

True Wealth Design increased its OFG Bancorp (OFG) stake by 12% in Q2 2026, buying an estimated $498 and bringing the position to 105 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

True Wealth Design first reported a position in OFG in Q3 2024 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • True Wealth Design held 105 shares of OFG Bancorp worth $5.15K as of Q2 2026.
  • True Wealth Design bought 11 OFG Bancorp shares in Q2 2026, an estimated $498.
  • OFG Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1315 holding.
  • True Wealth Design first reported a position in OFG Bancorp in Q3 2024 and has held it in 6 quarters since.
  • 19 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.