Back to OFG
Carolina Wealth Advisors, LLC → OFG
Carolina Wealth Advisors, LLC OFG Position History
OFG Bancorp
Quarters held
2
Latest value
$353K
Q3 2026
Peak value
$353K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $320K |
| Q3 2026 | $353K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $353K | 7.0K | — | — |
| Q2 2026 | $320K | 6.5K | — | — |
Other funds holding OFG
$238.6M
$227.6M
$226.4M
$209.3M
$196.2M
$194.6M
$193.6M
$123M
Other Carolina Wealth Advisors, LLC positions
LEO
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LEO
$16.9MBNY MELLON US LARGE CAP CORE EQUITY ETF
LEO
$14MBNY MELLON US LARGE CAP CORE EQUITY ETF
SCHW-PJ
$12.7MSCHWAB US TIPS ETF
SCHW-PJ
$12.5MSCHWAB US TIPS ETF
SCHW-PJ
$12.4MSCHWAB US TIPS ETF
SCHW-PJ
$12MSCHWAB US TIPS ETF
LEO
$10.4MBNY MELLON US LARGE CAP CORE EQUITY ETF