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Capital Advisors Ltd’s Popular Inc BPOP Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
13
– – ﹤0.01% 1076
2025
Q4 		$2K Hold
13
– – ﹤0.01% 1055
2025
Q3 		$2K Hold
13
– – ﹤0.01% 1042
2025
Q2 		$1K Hold
13
– – ﹤0.01% 1140
2025
Q1 		$1K Hold
13
– – ﹤0.01% 1126
2024
Q4 		$1K Hold
13
– – ﹤0.01% 1149
2024
Q3 		$1K Hold
13
– – ﹤0.01% 1151
2024
Q2 		$1K Hold
13
– – ﹤0.01% 1133
2024
Q1 		$1K Hold
13
– – ﹤0.01% 1129
2023
Q4 		$1K Hold
13
– – ﹤0.01% 1096
2023
Q3 		$1K Hold
13
– – ﹤0.01% 1083
2023
Q2 		$1K Buy
+13
New +$766 ﹤0.01% 1095
2023
Q1 		– Sell
-5
Closed – – 1220
2022
Q4 		$0 Sell
5
-13
-72% -$904 ﹤0.01% 1242
2022
Q3 		$1K Buy
+18
New +$1.4K ﹤0.01% 967

Other funds holding BPOP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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