Corient Private Wealth
BPOP icon

Corient Private Wealth’s Popular Inc BPOP Stock Holding History

Corient Private Wealth’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 		$4.02M Buy
24,488
+4,690
+24% +$707K 0.01% 993
2026
Q1 		$2.63M Buy
19,798
+3,807
+24% +$510K ﹤0.01% 1117
2025
Q4 		$1.99M Buy
15,991
+1,296
+9% +$153K ﹤0.01% 1158
2025
Q3 		$1.87M Buy
14,695
+979
+7% +$117K ﹤0.01% 1091
2025
Q2 		$1.51M Buy
13,716
+461
+3% +$45.5K ﹤0.01% 1171
2025
Q1 		$1.22M Buy
13,255
+8
+0.1% +$779 ﹤0.01% 1200
2024
Q4 		$1.25M Buy
13,247
+257
+2% +$24.7K ﹤0.01% 1216
2024
Q3 		$1.3M Buy
12,990
+919
+8% +$89.5K ﹤0.01% 1282
2024
Q2 		$1.07M Buy
12,071
+1,949
+19% +$169K ﹤0.01% 1296
2024
Q1 		$892K Buy
10,122
+4,738
+88% +$397K ﹤0.01% 1349
2023
Q4 		$442K Sell
5,384
-13
-0.2% -$920 ﹤0.01% 1670
2023
Q3 		$340K Sell
5,397
-4
-0.1% -$264 ﹤0.01% 1694
2023
Q2 		$327K Sell
5,401
-463
-8% -$27.3K ﹤0.01% 1655
2023
Q1 		$337K Buy
5,864
+353
+6% +$23K ﹤0.01% 1559
2022
Q4 		$365K Buy
+5,511
New +$383K ﹤0.01% 1262

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 $3.38T AUM 44.17% 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

Corient Private Wealth's BPOP Position: Q2 2026 in Review

Corient Private Wealth increased its Popular Inc (BPOP) stake by 24% in Q2 2026, buying an estimated $707K and bringing the position to 24,488 shares worth $4.02M. The position accounts for 0.01% of the portfolio, ranked #993.

Corient Private Wealth first reported a position in BPOP in Q4 2022 and has held it in 15 quarters since. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Corient Private Wealth held 24,488 shares of Popular Inc worth $4.02M as of Q2 2026.
  • Corient Private Wealth bought 4,690 Popular Inc shares in Q2 2026, an estimated $707K.
  • Popular Inc made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #993 holding.
  • Corient Private Wealth first reported a position in Popular Inc in Q4 2022 and has held it in 15 quarters since.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.