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Caerus Investment Advisors’s Popular Inc BPOP Stock Holding History

Caerus Investment 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
2026
Q2 		$234K Buy
+1,427
New +$215K 0.08% 268
2026
Q1 		– Sell
-1,686
Closed -$210K – 295
2025
Q4 		$210K Sell
1,686
-1,752
-51% -$207K 0.07% 302
2025
Q3 		$437K Buy
+3,438
New +$411K 0.18% 133

Other funds holding BPOP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Caerus Investment Advisors's BPOP Position: Q2 2026 in Review

Caerus Investment Advisors opened a new position in Popular Inc (BPOP) in Q2 2026: 1,427 shares worth $234K. The stake represents 0.08% of the portfolio and ranks #268 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in BPOP as recently as Q4 2025.

Caerus Investment Advisors first reported a position in BPOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $437K in Q3 2025. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Caerus Investment Advisors held 1,427 shares of Popular Inc worth $234K as of Q2 2026.
  • Popular Inc was a new Caerus Investment Advisors position in Q2 2026.
  • Popular Inc made up 0.08% of Caerus Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • Caerus Investment Advisors first reported a position in Popular Inc in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Popular Inc position peaked at $437K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.