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Twin Peaks Wealth Advisors’s OFG Bancorp OFG Stock Holding History

Twin Peaks Wealth Advisors’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 		$1.05K Buy
+26
New +$1.05K ﹤0.01% 1891
2025
Q3 		– Sell
-93
Closed -$4.01K – 1474
2025
Q2 		$4.01K Buy
+93
New +$3.73K ﹤0.01% 1403

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

Twin Peaks Wealth Advisors's OFG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in OFG Bancorp (OFG) in Q1 2026: 26 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1891 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in OFG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in OFG in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.01K in Q2 2025. 238 funds tracked by Wall St. Rank hold OFG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 26 shares of OFG Bancorp worth $1.05K as of Q1 2026.
  • OFG Bancorp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • OFG Bancorp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1891 holding.
  • Twin Peaks Wealth Advisors first reported a position in OFG Bancorp in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's OFG Bancorp position peaked at $4.01K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held OFG Bancorp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.