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Wealthspire Advisors (New York)’s OFG Bancorp OFG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-345
Closed -$15K – 2280
2025
Q3 		$15K Buy
+345
New +$15.1K ﹤0.01% 1829

Other funds holding OFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s OFG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of OFG Bancorp (OFG) in Q4 2025, closing a stake of 345 shares — an estimated $15K sold.

Wealthspire Advisors (New York) first reported a position in OFG in Q3 2025 and held it in 1 quarter. The position peaked at $15K in Q3 2025. 240 funds tracked by Wall St. Rank hold OFG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining OFG Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 345 OFG Bancorp shares in Q4 2025, an estimated $15K.
  • Wealthspire Advisors (New York) first reported a position in OFG Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s OFG Bancorp position peaked at $15K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held OFG Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.