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Concurrent Investment Advisors’s Popular Inc BPOP Stock Holding History

Concurrent Investment 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 		$357K Buy
2,173
+56
+3% +$8.45K ﹤0.01% 1593
2026
Q1 		$284K Buy
+2,117
New +$284K ﹤0.01% 1540

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

Concurrent Investment Advisors's BPOP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Popular Inc (BPOP) stake by 2.6% in Q2 2026, buying an estimated $8.45K and bringing the position to 2,173 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Concurrent Investment Advisors first reported a position in BPOP in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Concurrent Investment Advisors held 2,173 shares of Popular Inc worth $357K as of Q2 2026.
  • Concurrent Investment Advisors bought 56 Popular Inc shares in Q2 2026, an estimated $8.45K.
  • Popular Inc made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1593 holding.
  • Concurrent Investment Advisors first reported a position in Popular Inc in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.