Summit Global Investments

Position in OFG — Ofg Bancorp

CIK 1697953 BOUNTIFUL, UT

Position in OFG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,406,542

+$215,360 QoQ

Shares Held

28,664

-2.6% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#105

of 259 holders

Holding Since

Jun 2023

11 quarters on record

Financial Services · as of Jun 30, 2026

Summit Global Investments holds $15,141,915 across 21 Banks - Regional names. OFG ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	9,044	$1,484,843
2	OFG	Ofg Bancorp This page	28,664	$1,406,542
3	DB	Deutsche Bank Aktiengesellschaft	41,545	$1,402,559
4	BKU	BankUnited, Inc.	24,535	$1,188,720
5	HAFC	Hanmi Financial Corp	34,577	$1,120,294
6	KB	KB Financial Group Inc.	10,576	$1,110,056
7	CUBI	Customers Bancorp, Inc.	12,850	$1,016,435
8	PFS	Provident Financial Services Inc	37,726	$891,842

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,406,542	28,664	-2.6%	Shares	Sole	2026-08-03
2026-03-31	$1,191,182	29,441	+32.5%	Shares	Sole	2026-05-07
2025-12-31	$910,370	22,215	-2.5%	Shares	Sole	2026-02-18
2025-09-30	$990,789	22,782	+58.7%	Shares	Sole	2025-11-03
2025-06-30	$614,522	14,358	+0.8%	Shares	Sole	2025-08-12
2025-03-31	$570,285	14,250	-53.2%	Shares	Sole	2025-04-07
2024-12-31	$1,289,955	30,481	-11.9%	Shares	Sole	2025-02-11
2024-09-30	$1,554,411	34,604	+14.6%	Shares	Sole	2024-10-31
2024-06-30	$1,130,503	30,187	+48.6%	Shares	Sole	2024-07-22
2024-03-31	$747,684	20,312	+51.4%	Shares	Sole	2024-04-29
2023-06-30	$349,811	13,413	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.