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Cassaday & Co Wealth Management’s Popular Inc BPOP Stock Holding History

Cassaday & Co Wealth Management’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 		$329 Hold
2
– – ﹤0.01% 1170
2026
Q1 		$269 Buy
+2
New +$268 ﹤0.01% 1239

Other funds holding BPOP

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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Cassaday & Co Wealth Management's BPOP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Popular Inc (BPOP) position steady in Q2 2026 at 2 shares worth $329. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Cassaday & Co Wealth Management first reported a position in BPOP in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of Popular Inc worth $329 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Popular Inc share count unchanged in Q2 2026.
  • Popular Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1170 holding.
  • Cassaday & Co Wealth Management first reported a position in Popular Inc in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.