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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
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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Baron Wealth Management's BPOP Position: Q2 2026 in Review

Baron Wealth Management increased its Popular Inc (BPOP) stake by 0.38% in Q2 2026, buying an estimated $2.11K and bringing the position to 3,720 shares worth $611K. The position accounts for 0.16% of the portfolio, ranked #93.

Baron Wealth Management first reported a position in BPOP in Q3 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Baron Wealth Management held 3,720 shares of Popular Inc worth $611K as of Q2 2026.
  • Baron Wealth Management bought 14 Popular Inc shares in Q2 2026, an estimated $2.11K.
  • Popular Inc made up 0.16% of Baron Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Baron Wealth Management first reported a position in Popular Inc in Q3 2024 and has held it in 8 quarters since.
  • 42 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.