Back to OFG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OFG
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OFG Position History
OFG Bancorp
Quarters held
5
Latest value
$286K
Q3 2026
Peak value
$286K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $53K |
| Q4 2025 | $49K |
| Q1 2026 | $65K |
| Q2 2026 | $223K |
| Q3 2026 | $286K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $286K | 35.5K | — | — |
| Q2 2026 | $223K | 34.4K | — | — |
| Q1 2026 | $65K | 30.7K | — | — |
| Q4 2025 | $49K | 1.2K | — | — |
| Q3 2025 | $53K | 1.2K | — | — |
Other funds holding OFG
$238.6M
$227.6M
$226.4M
$209.3M
$196.2M
$194.6M
$193.6M
$123M