CX Institutional’s Popular Inc BPOP Stock Holding History

CX Institutional’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	$37K	Buy	223 +1	+0.5%	+$151	﹤0.01%	1029
2026 Q1	$30K	Buy	+222	New	+$29.8K	﹤0.01%	1054

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

CX Institutional's BPOP Position: Q2 2026 in Review

CX Institutional increased its Popular Inc (BPOP) stake by 0.45% in Q2 2026, buying an estimated $151 and bringing the position to 223 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

CX Institutional 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.

CX Institutional held 223 shares of Popular Inc worth $37K as of Q2 2026.
CX Institutional bought 1 Popular Inc share in Q2 2026, an estimated $151.
Popular Inc made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1029 holding.
CX Institutional 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.