Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Popular Inc BPOP Stock Holding History

Carson Wealth (CWM LLC)’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 		$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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $3.37T AUM 44.26% 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

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. 444 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.
  • 444 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.