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Dogwood Wealth Management’s Popular Inc BPOP Stock Holding History

Dogwood Wealth 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 		$22.2K Buy
135
+12
+10% +$1.81K 0.01% 234
2026
Q1 		$16.5K Buy
123
+24
+24% +$3.22K 0.01% 268
2025
Q4 		$12.4K Hold
99
– – 0.01% 264
2025
Q3 		$12.6K Hold
99
– – 0.01% 240
2025
Q2 		$11.3K Buy
+99
New +$9.78K 0.01% 245

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

Dogwood Wealth Management's BPOP Position: Q2 2026 in Review

Dogwood Wealth Management increased its Popular Inc (BPOP) stake by 9.8% in Q2 2026, buying an estimated $1.81K and bringing the position to 135 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #234.

Dogwood Wealth Management first reported a position in BPOP in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Dogwood Wealth Management held 135 shares of Popular Inc worth $22.2K as of Q2 2026.
  • Dogwood Wealth Management bought 12 Popular Inc shares in Q2 2026, an estimated $1.81K.
  • Popular Inc made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #234 holding.
  • Dogwood Wealth Management first reported a position in Popular Inc in Q2 2025 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.