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 Q2	$2K	Hold	13	–	–	﹤0.01%	1091
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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Advisors Ltd's BPOP Position: Q2 2026 in Review

Capital Advisors Ltd held its Popular Inc (BPOP) position steady in Q2 2026 at 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Capital Advisors Ltd first reported a position in BPOP in Q3 2022 and has held it in 15 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

Capital Advisors Ltd held 13 shares of Popular Inc worth $2K as of Q2 2026.
Capital Advisors Ltd left its Popular Inc share count unchanged in Q2 2026.
Popular Inc made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1091 holding.
Capital Advisors Ltd first reported a position in Popular Inc in Q3 2022 and has held it in 15 quarters since.
474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.