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Briaud Financial Planning’s Popular Inc BPOP Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-49
Closed -$5K – 66
2025
Q2 		$5K Hold
49
– – ﹤0.01% 274
2025
Q1 		$4K Hold
49
– – ﹤0.01% 162
2024
Q4 		$4K Buy
+49
New +$4.7K ﹤0.01% 160

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

Briaud Financial Planning's BPOP Position: Q3 2025 in Review

Briaud Financial Planning sold out of Popular Inc (BPOP) in Q3 2025, closing a stake of 49 shares — an estimated $5K sold.

Briaud Financial Planning first reported a position in BPOP in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 418 funds tracked by Wall St. Rank hold BPOP as of Q3 2025.

  • Briaud Financial Planning reported no remaining Popular Inc position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 49 Popular Inc shares in Q3 2025, an estimated $5K.
  • Briaud Financial Planning first reported a position in Popular Inc in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Popular Inc position peaked at $5K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Popular Inc as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.