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Cornerstone Planning Group’s Popular Inc BPOP Stock Holding History

Cornerstone Planning Group’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 		$4.17K Buy
24
+8
+50% +$1.21K ﹤0.01% 1134
2026
Q1 		$2.37K Buy
16
+11
+220% +$1.48K ﹤0.01% 1261
2025
Q4 		$658 Sell
5
-176
-97% -$20.8K ﹤0.01% 1455
2025
Q3 		$2.65K Buy
181
+176
+3,520% +$21K ﹤0.01% 1107
2025
Q2 		$577 Hold
5
– – ﹤0.01% 1254
2025
Q1 		$474 Buy
+5
New +$487 ﹤0.01% 1320

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

Cornerstone Planning Group's BPOP Position: Q2 2026 in Review

Cornerstone Planning Group increased its Popular Inc (BPOP) stake by 50% in Q2 2026, buying an estimated $1.21K and bringing the position to 24 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Cornerstone Planning Group first reported a position in BPOP in Q1 2025 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Cornerstone Planning Group held 24 shares of Popular Inc worth $4.17K as of Q2 2026.
  • Cornerstone Planning Group bought 8 Popular Inc shares in Q2 2026, an estimated $1.21K.
  • Popular Inc made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1134 holding.
  • Cornerstone Planning Group first reported a position in Popular Inc in Q1 2025 and has held it in 6 quarters since.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.