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Essential Partners’s Popular Inc BPOP Stock Holding History

Essential 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 		$186K Sell
1,132
-2,114
-65% -$319K 0.09% 249
2026
Q1 		$436K Sell
3,246
-243
-7% -$32.6K 0.15% 161
2025
Q4 		$434K Sell
3,489
-900
-21% -$106K 0.13% 204
2025
Q3 		$557K Buy
4,389
+1,306
+42% +$156K 0.18% 155
2025
Q2 		$340K Buy
+3,083
New +$304K 0.14% 214

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

Essential Partners's BPOP Position: Q2 2026 in Review

Essential Partners reduced its Popular Inc (BPOP) stake by 65% in Q2 2026, selling an estimated $319K and leaving 1,132 shares worth $186K. The position accounts for 0.09% of the portfolio, ranked #249.

Essential Partners first reported a position in BPOP in Q2 2025 and has held it in 5 quarters since. The position peaked at $557K in Q3 2025. 472 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Essential Partners held 1,132 shares of Popular Inc worth $186K as of Q2 2026.
  • Essential Partners sold 2,114 Popular Inc shares in Q2 2026, an estimated $319K.
  • Popular Inc made up 0.09% of Essential Partners's portfolio in Q2 2026, its #249 holding.
  • Essential Partners first reported a position in Popular Inc in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Popular Inc position peaked at $557K in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.