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Cherry Tree Wealth Management’s Popular Inc BPOP Stock Holding History

Cherry Tree 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
Q1 		$25.5K Hold
190
– – 0.01% 329
2025
Q4 		$23.7K Hold
190
– – 0.01% 334
2025
Q3 		$24.1K Hold
190
– – 0.01% 316
2025
Q2 		$20.9K Sell
190
-25
-12% -$2.47K ﹤0.01% 340
2025
Q1 		$19.9K Buy
215
+25
+13% +$2.43K ﹤0.01% 354
2024
Q4 		$17.9K Hold
190
– – ﹤0.01% 352
2024
Q3 		$19.1K Hold
190
– – ﹤0.01% 349
2024
Q2 		$16.8K Hold
190
– – ﹤0.01% 347
2024
Q1 		$16.7K Hold
190
– – ﹤0.01% 334
2023
Q4 		$15.6K Buy
+190
New +$13.4K ﹤0.01% 321

Other funds holding BPOP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Cherry Tree Wealth Management's BPOP Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Popular Inc (BPOP) position steady in Q1 2026 at 190 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #329.

Cherry Tree Wealth Management first reported a position in BPOP in Q4 2023 and has held it in 10 quarters since. 447 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • Cherry Tree Wealth Management held 190 shares of Popular Inc worth $25.5K as of Q1 2026.
  • Cherry Tree Wealth Management left its Popular Inc share count unchanged in Q1 2026.
  • Popular Inc made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #329 holding.
  • Cherry Tree Wealth Management first reported a position in Popular Inc in Q4 2023 and has held it in 10 quarters since.
  • 447 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.