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Cary Street Partners Investment Advisory’s Popular Inc BPOP Stock Holding History

Cary Street Partners Investment Advisory’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 		$280K Buy
1,705
+39
+2% +$5.88K 0.06% 311
2026
Q1 		$224K Buy
+1,666
New +$223K 0.06% 327

Other funds holding BPOP

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's BPOP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Popular Inc (BPOP) stake by 2.3% in Q2 2026, buying an estimated $5.88K and bringing the position to 1,705 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #311.

Cary Street Partners Investment Advisory first reported a position in BPOP in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,705 shares of Popular Inc worth $280K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 39 Popular Inc shares in Q2 2026, an estimated $5.88K.
  • Popular Inc made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #311 holding.
  • Cary Street Partners Investment Advisory first reported a position in Popular Inc in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.