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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cerity Partners's BPOP Position: Q1 2026 in Review

Cerity Partners reduced its Popular Inc (BPOP) stake by 45% in Q1 2026, selling an estimated $4.21M and leaving 37,871 shares worth $5.08M. The position accounts for 0.01% of the portfolio, ranked #1002.

Cerity Partners first reported a position in BPOP in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.63M in Q4 2025. 443 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

Cerity Partners held 37,871 shares of Popular Inc worth $5.08M as of Q1 2026.
Cerity Partners sold 31,395 Popular Inc shares in Q1 2026, an estimated $4.21M.
Popular Inc made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1002 holding.
Cerity Partners first reported a position in Popular Inc in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's Popular Inc position peaked at $8.63M in Q4 2025.
443 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.