STACKSTONE WEALTH, LLC’s Popular Inc BPOP Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio BPOP Stock Details BPOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$319K	Buy	+2,055	New	+$347K	0.03%	272

Other funds holding BPOP

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

STACKSTONE WEALTH, LLC's BPOP Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Popular Inc (BPOP) in Q3 2026: 2,055 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #272 among its holdings.

57 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,055 shares of Popular Inc worth $319K as of Q3 2026.
Popular Inc was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Popular Inc made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #272 holding.
57 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.