BGAI
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Bruce G. Allen Investments’s Popular Inc BPOP Stock Holding History

Bruce G. Allen Investments’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
Q1 		$69.1K Sell
515
-7
-1% -$939 0.05% 208
2025
Q4 		$65K Sell
522
-32
-6% -$3.78K 0.04% 224
2025
Q3 		$70.4K Sell
554
-7
-1% -$837 0.05% 213
2025
Q2 		$61.8K Sell
561
-7
-1% -$691 0.05% 223
2025
Q1 		$52.5K Sell
568
-3
-0.5% -$292 0.04% 242
2024
Q4 		$53.7K Sell
571
-4
-0.7% -$384 0.04% 241
2024
Q3 		$57.7K Buy
575
+11
+2% +$1.07K 0.04% 233
2024
Q2 		$49.9K Sell
564
-4
-0.7% -$348 0.04% 235
2024
Q1 		$50K Buy
568
+28
+5% +$2.35K 0.04% 239
2023
Q4 		$44.3K Buy
+540
New +$38.2K 0.04% 253

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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return