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Allworth Financial’s Popular Inc BPOP Stock Holding History

Allworth Financial’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
Q2 		$162K Buy
988
+9
+0.9% +$1.36K ﹤0.01% 1623
2026
Q1 		$131K Buy
979
+22
+2% +$2.95K ﹤0.01% 1662
2025
Q4 		$119K Sell
957
-465
-33% -$55K ﹤0.01% 1655
2025
Q3 		$181K Buy
1,422
+1,038
+270% +$124K ﹤0.01% 1355
2025
Q2 		$42.3K Buy
384
+367
+2,159% +$36.2K ﹤0.01% 2054
2025
Q1 		$1.63K Hold
17
– – ﹤0.01% 3283
2024
Q4 		$1.7K Sell
17
-33
-66% -$3.17K ﹤0.01% 3210
2024
Q3 		$5.01K Hold
50
– – ﹤0.01% 2565
2024
Q2 		$4.95K Buy
50
+33
+194% +$2.87K ﹤0.01% 2527
2024
Q1 		$1.5K Hold
17
– – ﹤0.01% 2934
2023
Q4 		$1.4K Hold
17
– – ﹤0.01% 2833
2023
Q3 		$1.07K Hold
17
– – ﹤0.01% 2826
2023
Q2 		$1.03K Hold
17
– – ﹤0.01% 2723
2023
Q1 		$976 Hold
17
– – ﹤0.01% 2678
2022
Q4 		$1.13K Hold
17
– – ﹤0.01% 2433
2022
Q3 		$1K Hold
17
– – ﹤0.01% 2323
2022
Q2 		$1K Hold
17
– – ﹤0.01% 2100
2022
Q1 		$1K Hold
17
– – ﹤0.01% 1885
2021
Q4 		$1K Hold
17
– – ﹤0.01% 1789
2021
Q3 		$1K Buy
+17
New +$1.26K ﹤0.01% 1730

Other funds holding BPOP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allworth Financial's BPOP Position: Q2 2026 in Review

Allworth Financial increased its Popular Inc (BPOP) stake by 0.92% in Q2 2026, buying an estimated $1.36K and bringing the position to 988 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Allworth Financial first reported a position in BPOP in Q3 2021 and has held it in 20 quarters since. The position peaked at $181K in Q3 2025. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Allworth Financial held 988 shares of Popular Inc worth $162K as of Q2 2026.
  • Allworth Financial bought 9 Popular Inc shares in Q2 2026, an estimated $1.36K.
  • Popular Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1623 holding.
  • Allworth Financial first reported a position in Popular Inc in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Popular Inc position peaked at $181K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.