EWP
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Elevation Wealth Partners’s Popular Inc BPOP Stock Holding History

Elevation Wealth Partners’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 		$23.3K Buy
142
+125
+735% +$18.9K 0.01% 535
2026
Q1 		$2.28K Buy
+17
New +$2.28K ﹤0.01% 883

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 40.91% 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

Elevation Wealth Partners's BPOP Position: Q2 2026 in Review

Elevation Wealth Partners increased its Popular Inc (BPOP) stake by 735% in Q2 2026, buying an estimated $18.9K and bringing the position to 142 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #535.

Elevation Wealth Partners 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.

  • Elevation Wealth Partners held 142 shares of Popular Inc worth $23.3K as of Q2 2026.
  • Elevation Wealth Partners bought 125 Popular Inc shares in Q2 2026, an estimated $18.9K.
  • Popular Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #535 holding.
  • Elevation Wealth Partners 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 Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.