Creative Planning’s Popular Inc BPOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.25M | Sell |
16,766
-1,121
| -6% | -$150K | ﹤0.01% | 1807 |
|
|
2025
Q4 | $2.23M | Sell |
17,887
-4,375
| -20% | -$517K | ﹤0.01% | 1641 |
|
|
2025
Q3 | $2.83M | Buy |
22,262
+14,324
| +180% | +$1.71M | ﹤0.01% | 1267 |
|
|
2025
Q2 | $875K | Buy |
7,938
+750
| +10% | +$74.1K | ﹤0.01% | 1968 |
|
|
2025
Q1 | $664K | Buy |
7,188
+40
| +0.6% | +$3.89K | ﹤0.01% | 2048 |
|
|
2024
Q4 | $672K | Buy |
7,148
+95
| +1% | +$9.12K | ﹤0.01% | 1956 |
|
|
2024
Q3 | $707K | Sell |
7,053
-353
| -5% | -$34.4K | ﹤0.01% | 1805 |
|
|
2024
Q2 | $655K | Buy |
7,406
+1,132
| +18% | +$98.4K | ﹤0.01% | 1733 |
|
|
2024
Q1 | $553K | Buy |
6,274
+2,446
| +64% | +$205K | ﹤0.01% | 1788 |
|
|
2023
Q4 | $314K | Buy |
3,828
+63
| +2% | +$4.46K | ﹤0.01% | 2060 |
|
|
2023
Q3 | $237K | Sell |
3,765
-157
| -4% | -$10.4K | ﹤0.01% | 2112 |
|
|
2023
Q2 | $237K | Sell |
3,922
-22
| -0.6% | -$1.3K | ﹤0.01% | 2092 |
|
|
2023
Q1 | $226K | Buy |
3,944
+54
| +1% | +$3.52K | ﹤0.01% | 2031 |
|
|
2022
Q4 | $258K | Buy |
+3,890
| New | +$271K | ﹤0.01% | 1826 |
|
|
2022
Q1 | – | Sell |
-2,895
| Closed | -$238K | – | 2355 |
|
|
2021
Q4 | $238K | Sell |
2,895
-7
| -0.2% | -$568 | ﹤0.01% | 1775 |
|
|
2021
Q3 | $225K | Sell |
2,902
-2,252
| -44% | -$168K | ﹤0.01% | 1791 |
|
|
2021
Q2 | $387K | Hold |
5,154
| – | – | ﹤0.01% | 1413 |
|
|
2021
Q1 | $362K | Hold |
5,154
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q4 | $290K | Buy |
+5,154
| New | +$245K | ﹤0.01% | 1652 |
|
|
2020
Q1 | – | Sell |
-3,479
| Closed | -$204K | – | 1892 |
|
|
2019
Q4 | $204K | Buy |
+3,479
| New | +$194K | ﹤0.01% | 1626 |
|
|
2017
Q3 | – | Sell |
-3,373
| Closed | -$141K | – | 2113 |
|
|
2017
Q2 | $141K | Hold |
3,373
| – | – | ﹤0.01% | 1738 |
|
|
2017
Q1 | $137K | Hold |
3,373
| – | – | ﹤0.01% | 1745 |
|
|
2016
Q4 | $148K | Hold |
3,373
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q3 | $129K | Hold |
3,373
| – | – | ﹤0.01% | 1668 |
|
|
2016
Q2 | $99K | Hold |
3,373
| – | – | ﹤0.01% | 1684 |
|
|
2016
Q1 | $97K | Hold |
3,373
| – | – | ﹤0.01% | 1651 |
|
|
2015
Q4 | $96K | Hold |
3,373
| – | – | ﹤0.01% | 1654 |
|
|
2015
Q3 | $102K | Buy |
+3,373
| New | +$101K | ﹤0.01% | 1584 |
|
|
2015
Q2 | – | Sell |
-3,373
| Closed | -$116K | – | 1336 |
|
|
2015
Q1 | $116K | Sell |
3,373
-79
| -2% | -$2.61K | ﹤0.01% | 1497 |
|
|
2014
Q4 | $118K | Buy |
3,452
+79
| +2% | +$2.48K | ﹤0.01% | 1457 |
|
|
2014
Q3 | $99K | Sell |
3,373
-10
| -0.3% | -$319 | ﹤0.01% | 1489 |
|
|
2014
Q2 | $116K | Sell |
3,383
-4,800
| -59% | -$148K | ﹤0.01% | 1346 |
|
|
2014
Q1 | $254K | Buy |
8,183
+5,549
| +211% | +$158K | ﹤0.01% | 886 |
|
|
2013
Q4 | $76K | Hold |
2,634
| – | – | ﹤0.01% | 1350 |
|
|
2013
Q3 | $69K | Hold |
2,634
| – | – | ﹤0.01% | 1332 |
|
|
2013
Q2 | $80K | Buy |
+2,634
| New | +$76.2K | ﹤0.01% | 1108 |
|
Other funds holding BPOP
VPM
VCM
Creative Planning's BPOP Position: Q1 2026 in Review
Creative Planning reduced its Popular Inc (BPOP) stake by 6.3% in Q1 2026, selling an estimated $150K and leaving 16,766 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.
Creative Planning first reported a position in BPOP in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.83M in Q3 2025. 443 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.
- Creative Planning held 16,766 shares of Popular Inc worth $2.25M as of Q1 2026.
- Creative Planning sold 1,121 Popular Inc shares in Q1 2026, an estimated $150K.
- Popular Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1807 holding.
- Creative Planning first reported a position in Popular Inc in Q2 2013 and has held it in 36 quarters since.
- Creative Planning's Popular Inc position peaked at $2.83M in Q3 2025.
- 443 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.