EWA
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EP Wealth Advisors’s Popular Inc BPOP Stock Holding History

EP Wealth Advisors’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 		$317K Buy
+1,933
New +$292K ﹤0.01% 1256

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

EP Wealth Advisors's BPOP Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Popular Inc (BPOP) in Q2 2026: 1,933 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings.

471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • EP Wealth Advisors held 1,933 shares of Popular Inc worth $317K as of Q2 2026.
  • Popular Inc was a new EP Wealth Advisors position in Q2 2026.
  • Popular Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1256 holding.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.