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
Q3 		$286K Buy
35,529
+1,141
+3% +$59.2K ﹤0.01% 3400
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% -$3.72K ﹤0.01% 3534
2025
Q3 		$52.6K Buy
+1,243
New +$54.5K ﹤0.01% 3423

Other funds holding OFG

Vest Financial
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Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Range Financial Group
Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's OFG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its OFG Bancorp (OFG) stake by 3.3% in Q3 2026, buying an estimated $59.2K and bringing the position to 35,529 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Wealth Enhancement Advisory Services first reported a position in OFG in Q3 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold OFG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 35,529 shares of OFG Bancorp worth $286K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,141 OFG Bancorp shares in Q3 2026, an estimated $59.2K.
  • OFG Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3400 holding.
  • Wealth Enhancement Advisory Services first reported a position in OFG Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held OFG Bancorp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.