Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Popular Inc BPOP Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-3,585
Closed -$337K – 1569
2024
Q4 		$337K Sell
3,585
-332
-8% -$31.9K ﹤0.01% 1446
2024
Q3 		$393K Buy
3,917
+359
+10% +$35K ﹤0.01% 1316
2024
Q2 		$315K Buy
3,558
+518
+17% +$45K ﹤0.01% 1355
2024
Q1 		$268K Buy
3,040
+208
+7% +$17.4K ﹤0.01% 1418
2023
Q4 		$232K Sell
2,832
-1,757
-38% -$124K ﹤0.01% 1425
2023
Q3 		$289K Buy
+4,589
New +$303K ﹤0.01% 1244

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Portfolio Solutions's BPOP Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Popular Inc (BPOP) in Q1 2025, closing a stake of 3,585 shares — an estimated $337K sold.

Envestnet Portfolio Solutions first reported a position in BPOP in Q3 2023 and held it in 6 quarters. The position peaked at $393K in Q3 2024. 356 funds tracked by Wall St. Rank hold BPOP as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Popular Inc position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,585 Popular Inc shares in Q1 2025, an estimated $337K.
  • Envestnet Portfolio Solutions first reported a position in Popular Inc in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Popular Inc position peaked at $393K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Popular Inc as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.