VWA
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Valued Wealth Advisors’s OFG Bancorp OFG Stock Holding History

Valued 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 		$1.43K Buy
+29
New +$1.31K ﹤0.01% 731

Other funds holding OFG

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Valued Wealth Advisors's OFG Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in OFG Bancorp (OFG) in Q2 2026: 29 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings.

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

  • Valued Wealth Advisors held 29 shares of OFG Bancorp worth $1.43K as of Q2 2026.
  • OFG Bancorp was a new Valued Wealth Advisors position in Q2 2026.
  • OFG Bancorp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #731 holding.
  • 42 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.