Carson Wealth (CWM LLC)’s Popular Inc BPOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.03M | Buy |
44,953
+781
| +2% | +$105K | 0.02% | 736 |
|
|
2025
Q4 | $5.5M | Sell |
44,172
-20,860
| -32% | -$2.47M | 0.01% | 740 |
|
|
2025
Q3 | $8.26M | Buy |
65,032
+37,060
| +132% | +$4.43M | 0.02% | 532 |
|
|
2025
Q2 | $3.08M | Buy |
27,972
+12,316
| +79% | +$1.22M | 0.01% | 770 |
|
|
2025
Q1 | $1.45M | Buy |
15,656
+10,668
| +214% | +$1.04M | 0.01% | 954 |
|
|
2024
Q4 | $469K | Sell |
4,988
-48
| -1% | -$4.61K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $505K | Buy |
5,036
+2,494
| +98% | +$243K | ﹤0.01% | 1311 |
|
|
2024
Q2 | $225K | Buy |
2,542
+773
| +44% | +$67.2K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $156K | Buy |
1,769
+1,101
| +165% | +$92.3K | ﹤0.01% | 1633 |
|
|
2023
Q4 | $55K | Buy |
668
+88
| +15% | +$6.23K | ﹤0.01% | 2112 |
|
|
2023
Q3 | $37K | Sell |
580
-26
| -4% | -$1.72K | ﹤0.01% | 2260 |
|
|
2023
Q2 | $37K | Buy |
606
+206
| +52% | +$12.1K | ﹤0.01% | 2203 |
|
|
2023
Q1 | $23K | Buy |
400
+300
| +300% | +$19.5K | ﹤0.01% | 2397 |
|
|
2022
Q4 | $7K | Sell |
100
-186
| -65% | -$12.9K | ﹤0.01% | 2982 |
|
|
2022
Q3 | $21K | Sell |
286
-76
| -21% | -$5.91K | ﹤0.01% | 2183 |
|
|
2022
Q2 | $28K | Buy |
362
+183
| +102% | +$14.6K | ﹤0.01% | 1918 |
|
|
2022
Q1 | $15K | Buy |
179
+45
| +34% | +$3.98K | ﹤0.01% | 2244 |
|
|
2021
Q4 | $11K | Buy |
+134
| New | +$10.9K | ﹤0.01% | 2288 |
|
|
2021
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2021
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2020
Q4 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2020
Q3 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2020
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2020
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2019
Q4 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2019
Q3 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2019
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 2173 |
|
|
2019
Q1 | $8K | Buy |
113
+72
| +176% | +$3.83K | ﹤0.01% | 2173 |
|
|
2018
Q4 | $2K | Buy |
41
+4
| +11% | +$206 | ﹤0.01% | 1721 |
|
|
2018
Q3 | $2K | Buy |
+37
| New | +$1.84K | ﹤0.01% | 1506 |
|
|
2017
Q1 | – | Sell |
-26
| Closed | -$1K | – | 1181 |
|
|
2016
Q4 | $1K | Buy |
+26
| New | +$1.05K | ﹤0.01% | 1037 |
|
Other funds holding BPOP
Carson Wealth (CWM LLC)'s BPOP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Popular Inc (BPOP) stake by 1.8% in Q1 2026, buying an estimated $105K and bringing the position to 44,953 shares worth $6.03M. The position accounts for 0.02% of the portfolio, ranked #736.
Carson Wealth (CWM LLC) first reported a position in BPOP in Q4 2016 and has held it in 31 quarters since. The position peaked at $8.26M in Q3 2025. 447 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.
- Carson Wealth (CWM LLC) held 44,953 shares of Popular Inc worth $6.03M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 781 Popular Inc shares in Q1 2026, an estimated $105K.
- Popular Inc made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #736 holding.
- Carson Wealth (CWM LLC) first reported a position in Popular Inc in Q4 2016 and has held it in 31 quarters since.
- Carson Wealth (CWM LLC)'s Popular Inc position peaked at $8.26M in Q3 2025.
- 447 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.