CT
BPOP icon

Clearstead Trust’s Popular Inc BPOP Stock Holding History

Clearstead Trust’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 		$2.13K Hold
13
– – ﹤0.01% 880
2026
Q1 		$1.75K Hold
13
– – ﹤0.01% 894
2025
Q4 		$1.62K Sell
13
-5
-28% -$591 ﹤0.01% 914
2025
Q3 		$2.29K Buy
18
+5
+38% +$598 ﹤0.01% 954
2025
Q2 		$1.43K Buy
+13
New +$1.28K ﹤0.01% 1046

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 40.89% 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

Clearstead Trust's BPOP Position: Q2 2026 in Review

Clearstead Trust held its Popular Inc (BPOP) position steady in Q2 2026 at 13 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Clearstead Trust first reported a position in BPOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.29K in Q3 2025. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Clearstead Trust held 13 shares of Popular Inc worth $2.13K as of Q2 2026.
  • Clearstead Trust left its Popular Inc share count unchanged in Q2 2026.
  • Popular Inc made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #880 holding.
  • Clearstead Trust first reported a position in Popular Inc in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Popular Inc position peaked at $2.29K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

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