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Avantax Advisory Services’s Popular Inc BPOP Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$547K Buy
4,963
+399
+9% +$39.4K ﹤0.01% 1533
2025
Q1 		$422K Buy
4,564
+307
+7% +$29.9K ﹤0.01% 1615
2024
Q4 		$400K Sell
4,257
-1,016
-19% -$97.5K ﹤0.01% 1593
2024
Q3 		$529K Sell
5,273
-223
-4% -$21.7K ﹤0.01% 1378
2024
Q2 		$486K Buy
+5,496
New +$478K ﹤0.01% 1377

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avantax Advisory Services's BPOP Position: Q2 2025 in Review

Avantax Advisory Services increased its Popular Inc (BPOP) stake by 8.7% in Q2 2025, buying an estimated $39.4K and bringing the position to 4,963 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Avantax Advisory Services first reported a position in BPOP in Q2 2024 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold BPOP as of Q2 2025.

  • Avantax Advisory Services held 4,963 shares of Popular Inc worth $547K as of Q2 2025.
  • Avantax Advisory Services bought 399 Popular Inc shares in Q2 2025, an estimated $39.4K.
  • Popular Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1533 holding.
  • Avantax Advisory Services first reported a position in Popular Inc in Q2 2024 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held Popular Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.