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Aventura Private Wealth’s Popular Inc BPOP Stock Holding History

Aventura Private Wealth’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 		$570K Hold
3,473
– – 0.17% 89
2026
Q1 		$466K Hold
3,473
– – 0.17% 98
2025
Q4 		$432K Hold
3,473
– – 0.16% 101
2025
Q3 		$441K Hold
3,473
– – 0.16% 96
2025
Q2 		$383K Hold
3,473
– – 0.17% 100
2025
Q1 		$321K Hold
3,473
– – 0.17% 111
2024
Q4 		$327K Buy
+3,473
New +$333K 0.18% 101

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 $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Aventura Private Wealth's BPOP Position: Q2 2026 in Review

Aventura Private Wealth held its Popular Inc (BPOP) position steady in Q2 2026 at 3,473 shares worth $570K. The position accounts for 0.17% of the portfolio, ranked #89.

Aventura Private Wealth first reported a position in BPOP in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Aventura Private Wealth held 3,473 shares of Popular Inc worth $570K as of Q2 2026.
  • Aventura Private Wealth left its Popular Inc share count unchanged in Q2 2026.
  • Popular Inc made up 0.17% of Aventura Private Wealth's portfolio in Q2 2026, its #89 holding.
  • Aventura Private Wealth first reported a position in Popular Inc in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.