Position in OFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$320,279
New position
Shares Held
6,527
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#177
of 259 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Carolina Wealth Advisors, LLC holds $930,060 across 6 Banks - Regional names. OFG ranks #1 (34.4% of the industry book) .
All Filings in OFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,279 | 6,527 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||