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Brendel Financial Advisors’s Popular Inc BPOP Stock Holding History

Brendel Financial Advisors’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
Q4 		– Sell
-20,941
Closed -$2.66M – 104
2025
Q3 		$2.66M Buy
+20,941
New +$2.5M 1.37% 36
2022
Q3 		– Sell
-3,497
Closed -$269K – 49
2022
Q2 		$269K Sell
3,497
-595
-15% -$47.3K 0.23% 76
2022
Q1 		$334K Buy
+4,092
New +$362K 0.18% 87

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 $999B AUM 46.22% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brendel Financial Advisors's BPOP Position: Q4 2025 in Review

Brendel Financial Advisors sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 20,941 shares — an estimated $2.66M sold.

Brendel Financial Advisors first reported a position in BPOP in Q1 2022 and held it in 3 quarters. The position peaked at $2.66M in Q3 2025. 427 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

  • Brendel Financial Advisors reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 20,941 Popular Inc shares in Q4 2025, an estimated $2.66M.
  • Brendel Financial Advisors first reported a position in Popular Inc in Q1 2022 and held it in 3 quarters.
  • Brendel Financial Advisors's Popular Inc position peaked at $2.66M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on Brendel Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.