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Atria Investments’s Popular Inc BPOP Stock Holding History

Atria Investments’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
Q1 		$1.71M Sell
12,760
-1,302
-9% -$175K 0.02% 779
2025
Q4 		$1.75M Sell
14,062
-442
-3% -$52.2K 0.02% 789
2025
Q3 		$1.84M Sell
14,504
-337
-2% -$40.3K 0.02% 759
2025
Q2 		$1.64M Sell
14,841
-2,065
-12% -$204K 0.02% 809
2025
Q1 		$1.56M Buy
16,906
+5,144
+44% +$501K 0.02% 809
2024
Q4 		$1.11M Sell
11,762
-757
-6% -$72.6K 0.01% 920
2024
Q3 		$1.26M Sell
12,519
-527
-4% -$51.3K 0.02% 867
2024
Q2 		$1.15M Buy
13,046
+513
+4% +$44.6K 0.01% 872
2024
Q1 		$1.1M Buy
+12,533
New +$1.05M 0.02% 909
2022
Q3 		– Sell
-14,828
Closed -$1.14M – 740
2022
Q2 		$1.14M Buy
14,828
+1,643
+12% +$131K 0.02% 699
2022
Q1 		$1.08M Buy
13,185
+228
+2% +$20.1K 0.02% 822
2021
Q4 		$1.06M Buy
+12,957
New +$1.05M 0.02% 808

Other funds holding BPOP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return