CA
BPOP icon

Clearstead Advisors’s Popular Inc BPOP Stock Holding History

Clearstead Advisors’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 		$30.7K Buy
187
+184
+6,133% +$27.8K ﹤0.01% 1658
2026
Q1 		$403 Sell
3
-70
-96% -$9.38K ﹤0.01% 2131
2025
Q4 		$9.09K Sell
73
-1,337
-95% -$158K ﹤0.01% 1901
2025
Q3 		$179K Buy
1,410
+518
+58% +$61.9K ﹤0.01% 903
2025
Q2 		$98.3K Buy
892
+753
+542% +$74.4K ﹤0.01% 1062
2025
Q1 		$12.8K Buy
139
+53
+62% +$5.16K ﹤0.01% 1546
2024
Q4 		$8.09K Sell
86
-163
-65% -$15.6K ﹤0.01% 1630
2024
Q3 		$25K Hold
249
– – ﹤0.01% 1366
2024
Q2 		$22K Buy
249
+86
+53% +$7.47K ﹤0.01% 1351
2024
Q1 		$14.8K Hold
163
– – ﹤0.01% 994
2023
Q4 		$13.4K Hold
163
– – ﹤0.01% 1010
2023
Q3 		$10.3K Hold
163
– – ﹤0.01% 993
2023
Q2 		$9.87K Hold
163
– – ﹤0.01% 989
2023
Q1 		$9.36K Hold
163
– – ﹤0.01% 959
2022
Q4 		$10.8K Hold
163
– – ﹤0.01% 899
2022
Q3 		$12K Hold
163
– – ﹤0.01% 855
2022
Q2 		$13K Hold
163
– – ﹤0.01% 877
2022
Q1 		$13K Hold
163
– – ﹤0.01% 942
2021
Q4 		$13K Hold
163
– – ﹤0.01% 890
2021
Q3 		$13K Hold
163
– – ﹤0.01% 900
2021
Q2 		$12K Hold
163
– – ﹤0.01% 776
2021
Q1 		$11K Hold
163
– – ﹤0.01% 770
2020
Q4 		$9K Hold
163
– – ﹤0.01% 729
2020
Q3 		$6K Hold
163
– – ﹤0.01% 718
2020
Q2 		$6K Hold
163
– – ﹤0.01% 645
2020
Q1 		$6K Buy
+163
New +$8.07K ﹤0.01% 619

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 $3.37T 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

Clearstead Advisors's BPOP Position: Q2 2026 in Review

Clearstead Advisors increased its Popular Inc (BPOP) stake by 6,133% in Q2 2026, buying an estimated $27.8K and bringing the position to 187 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Clearstead Advisors first reported a position in BPOP in Q1 2020 and has held it in 26 quarters since. The position peaked at $179K in Q3 2025. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Clearstead Advisors held 187 shares of Popular Inc worth $30.7K as of Q2 2026.
  • Clearstead Advisors bought 184 Popular Inc shares in Q2 2026, an estimated $27.8K.
  • Popular Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1658 holding.
  • Clearstead Advisors first reported a position in Popular Inc in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Popular Inc position peaked at $179K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.