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
Q3 		$43.5K Buy
280
+138
+97% +$23.3K 0.01% 435
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

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's BPOP Position: Q3 2026 in Review

Elevation Wealth Partners increased its Popular Inc (BPOP) stake by 97% in Q3 2026, buying an estimated $23.3K and bringing the position to 280 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #435.

Elevation Wealth Partners first reported a position in BPOP in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • Elevation Wealth Partners held 280 shares of Popular Inc worth $43.5K as of Q3 2026.
  • Elevation Wealth Partners bought 138 Popular Inc shares in Q3 2026, an estimated $23.3K.
  • Popular Inc made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #435 holding.
  • Elevation Wealth Partners first reported a position in Popular Inc in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.