Capstone Investment Advisors
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Capstone Investment Advisors’s Popular Inc BPOP Stock Holding History

Capstone 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
2025
Q4 		– Sell
-11,590
Closed -$1.47M – 1629
2025
Q3 		$1.47M Buy
+11,590
New +$1.39M ﹤0.01% 880
2017
Q4 		– Sell
-27,791
Closed -$998K – 509
2017
Q3 		$998K Buy
27,791
+19,191
+223% +$777K 0.04% 221
2017
Q2 		$358K Sell
8,600
-1,198
-12% -$47.5K 0.01% 462
2017
Q1 		$399K Buy
+9,798
New +$423K 0.01% 650
2016
Q3 		– Sell
-9,000
Closed -$263K – 744
2016
Q2 		$263K Buy
+9,000
New +$265K 0.01% 585

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

Capstone Investment Advisors's BPOP Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 11,590 shares — an estimated $1.47M sold.

Capstone Investment Advisors first reported a position in BPOP in Q2 2016 and held it in 5 quarters. The position peaked at $1.47M in Q3 2025. 427 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,590 Popular Inc shares in Q4 2025, an estimated $1.47M.
  • Capstone Investment Advisors first reported a position in Popular Inc in Q2 2016 and held it in 5 quarters.
  • Capstone Investment Advisors's Popular Inc position peaked at $1.47M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.