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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
Q2 		– Sell
-26
Closed -$1.05K – 1557
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's OFG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of OFG Bancorp (OFG) in Q2 2026, closing a stake of 26 shares — an estimated $1.05K sold.

Twin Peaks Wealth Advisors first reported a position in OFG in Q2 2025 and held it in 2 quarters. The position peaked at $4.01K in Q2 2025. 262 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining OFG Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 26 OFG Bancorp shares in Q2 2026, an estimated $1.05K.
  • Twin Peaks Wealth Advisors first reported a position in OFG Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's OFG Bancorp position peaked at $4.01K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.