Copeland Capital Management’s Popular Inc BPOP Stock Holding History

Copeland Capital 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 Q2	$15.2M	Buy	92,536 +85,835	+1,281%	+$12.9M	0.31%	103
2026 Q1	$899K	Buy	+6,701	New	+$898K	0.02%	136
2023 Q2	–	Sell	-14	Closed	-$1K	–	314
2023 Q1	$1K	Sell	14 -295,173	-100%	-$19.2M	﹤0.01%	281
2022 Q4	$19.6M	Buy	295,187 +58,106	+25%	+$4.04M	0.52%	74
2022 Q3	$17.1M	Buy	237,081 +69,352	+41%	+$5.39M	0.56%	71
2022 Q2	$12.9M	Buy	167,729 +80,469	+92%	+$6.4M	0.41%	83
2022 Q1	$7.13M	Buy	87,260 +85,094	+3,929%	+$7.52M	0.2%	112
2021 Q4	$178K	Sell	2,166 -278	-11%	-$22.6K	﹤0.01%	145
2021 Q3	$190K	Sell	2,444 -2,592	-51%	-$193K	0.01%	143
2021 Q2	$378K	Sell	5,036 -2,700	-35%	-$207K	0.01%	130
2021 Q1	$544K	Buy	7,736 +1,340	+21%	+$86.8K	0.02%	131
2020 Q4	$360K	Buy	+6,396	New	+$304K	0.01%	128

Other funds holding BPOP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Copeland Capital Management's BPOP Position: Q2 2026 in Review

Copeland Capital Management increased its Popular Inc (BPOP) stake by 1,281% in Q2 2026, buying an estimated $12.9M and bringing the position to 92,536 shares worth $15.2M. The position accounts for 0.31% of the portfolio, ranked #103.

Copeland Capital Management first reported a position in BPOP in Q4 2020 and has held it in 12 quarters since. The position peaked at $19.6M in Q4 2022. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

Copeland Capital Management held 92,536 shares of Popular Inc worth $15.2M as of Q2 2026.
Copeland Capital Management bought 85,835 Popular Inc shares in Q2 2026, an estimated $12.9M.
Popular Inc made up 0.31% of Copeland Capital Management's portfolio in Q2 2026, its #103 holding.
Copeland Capital Management first reported a position in Popular Inc in Q4 2020 and has held it in 12 quarters since.
Copeland Capital Management's Popular Inc position peaked at $19.6M in Q4 2022.
471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.