Baron Wealth Management
BPOP icon

Baron Wealth Management’s Popular Inc BPOP Stock Holding History

Baron 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
Q3 		$573K Sell
3,686
-34
-0.9% -$5.75K 0.15% 103
2026
Q2 		$611K Buy
3,720
+14
+0.4% +$2.11K 0.16% 93
2026
Q1 		$497K Buy
3,706
+138
+4% +$18.5K 0.15% 100
2025
Q4 		$444K Sell
3,568
-29
-0.8% -$3.43K 0.14% 113
2025
Q3 		$457K Buy
3,597
+87
+2% +$10.4K 0.15% 99
2025
Q2 		$387K Buy
3,510
+1,315
+60% +$130K 0.14% 113
2025
Q1 		$203K Hold
2,195
– – 0.09% 193
2024
Q4 		$206K Sell
2,195
-69
-3% -$6.62K 0.1% 179
2024
Q3 		$227K Buy
+2,264
New +$221K 0.11% 169

Other funds holding BPOP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Baron Wealth Management's BPOP Position: Q3 2026 in Review

Baron Wealth Management reduced its Popular Inc (BPOP) stake by 0.91% in Q3 2026, selling an estimated $5.75K and leaving 3,686 shares worth $573K. The position accounts for 0.15% of the portfolio, ranked #103.

Baron Wealth Management first reported a position in BPOP in Q3 2024 and has held it in 9 quarters since. The position peaked at $611K in Q2 2026. 281 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • Baron Wealth Management held 3,686 shares of Popular Inc worth $573K as of Q3 2026.
  • Baron Wealth Management sold 34 Popular Inc shares in Q3 2026, an estimated $5.75K.
  • Popular Inc made up 0.15% of Baron Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Baron Wealth Management first reported a position in Popular Inc in Q3 2024 and has held it in 9 quarters since.
  • Baron Wealth Management's Popular Inc position peaked at $611K in Q2 2026.
  • 281 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.