Rothwell Investment Advisors, LLC’s Popular Inc BPOP Stock Holding History

Rothwell Investment Advisors, 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	$36.1K	Buy	+232	New	+$39.2K	0.02%	491

Other funds holding BPOP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

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

Rothwell Investment Advisors, LLC's BPOP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Popular Inc (BPOP) in Q3 2026: 232 shares worth $36.1K. The stake represents 0.02% of the portfolio and ranks #491 among its holdings.

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

Rothwell Investment Advisors, LLC held 232 shares of Popular Inc worth $36.1K as of Q3 2026.
Popular Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Popular Inc made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #491 holding.
221 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.