Cerity Partners
BPOP icon

Cerity Partners’s Popular Inc BPOP Stock Holding History

Cerity Partners’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 		$4.68M Sell
28,505
-9,366
-25% -$1.41M 0.01% 1135
2026
Q1 		$5.08M Sell
37,871
-31,395
-45% -$4.21M 0.01% 1002
2025
Q4 		$8.63M Buy
69,266
+15,155
+28% +$1.79M 0.01% 700
2025
Q3 		$6.87M Buy
54,111
+26,779
+98% +$3.2M 0.01% 731
2025
Q2 		$3.01M Buy
27,332
+11,601
+74% +$1.15M 0.01% 1038
2025
Q1 		$1.45M Buy
15,731
+9,788
+165% +$953K ﹤0.01% 1263
2024
Q4 		$569K Sell
5,943
-3,603
-38% -$346K ﹤0.01% 1689
2024
Q3 		$957K Buy
9,546
+4,354
+84% +$424K ﹤0.01% 1411
2024
Q2 		$459K Sell
5,192
-625
-11% -$54.3K ﹤0.01% 1581
2024
Q1 		$512K Buy
+5,817
New +$488K ﹤0.01% 1586

Other funds holding BPOP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Cerity Partners's BPOP Position: Q2 2026 in Review

Cerity Partners reduced its Popular Inc (BPOP) stake by 25% in Q2 2026, selling an estimated $1.41M and leaving 28,505 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #1135.

Cerity Partners first reported a position in BPOP in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.63M in Q4 2025. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Cerity Partners held 28,505 shares of Popular Inc worth $4.68M as of Q2 2026.
  • Cerity Partners sold 9,366 Popular Inc shares in Q2 2026, an estimated $1.41M.
  • Popular Inc made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1135 holding.
  • Cerity Partners first reported a position in Popular Inc in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's Popular Inc position peaked at $8.63M in Q4 2025.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.