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Atlantic Edge Private Wealth Management’s Popular Inc BPOP Stock Holding History

Atlantic Edge Private Wealth Management’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 		$1.97K Hold
12
– – ﹤0.01% 563
2026
Q1 		$1.61K Hold
12
– – ﹤0.01% 547
2025
Q4 		$1.5K Sell
12
-40
-77% -$4.73K ﹤0.01% 538
2025
Q3 		$6.61K Buy
52
+50
+2,500% +$5.98K ﹤0.01% 412
2025
Q2 		$221 Hold
2
– – ﹤0.01% 501
2025
Q1 		$185 Hold
2
– – ﹤0.01% 492
2024
Q4 		$189 Hold
2
– – ﹤0.01% 477
2024
Q3 		$201 Hold
2
– – ﹤0.01% 487
2024
Q2 		$177 Hold
2
– – ﹤0.01% 473
2024
Q1 		$177 Hold
2
– – ﹤0.01% 479
2023
Q4 		$165 Buy
+2
New +$142 ﹤0.01% 460

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

Atlantic Edge Private Wealth Management's BPOP Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Popular Inc (BPOP) position steady in Q2 2026 at 12 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Atlantic Edge Private Wealth Management first reported a position in BPOP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.61K in Q3 2025. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 12 shares of Popular Inc worth $1.97K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Popular Inc share count unchanged in Q2 2026.
  • Popular Inc made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Popular Inc in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Popular Inc position peaked at $6.61K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.