Wealth Enhancement Advisory Services
OFG icon

Wealth Enhancement Advisory Services’s OFG Bancorp OFG Stock Holding History

Wealth Enhancement Advisory Services’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 		$223K Buy
34,388
+3,703
+12% +$168K ﹤0.01% 3487
2026
Q1 		$65.5K Buy
30,685
+29,533
+2,564% +$1.2M ﹤0.01% 3398
2025
Q4 		$48.5K Sell
1,152
-91
-7% -$3.73K ﹤0.01% 3534
2025
Q3 		$52.6K Buy
+1,243
New +$54.5K ﹤0.01% 3423

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

Wealth Enhancement Advisory Services's OFG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its OFG Bancorp (OFG) stake by 12% in Q2 2026, buying an estimated $168K and bringing the position to 34,388 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Wealth Enhancement Advisory Services first reported a position in OFG in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold OFG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 34,388 shares of OFG Bancorp worth $223K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,703 OFG Bancorp shares in Q2 2026, an estimated $168K.
  • OFG Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3487 holding.
  • Wealth Enhancement Advisory Services first reported a position in OFG Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.