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Evergreen Capital Management’s Popular Inc BPOP Stock Holding History

Evergreen Capital Management’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 		$275K Sell
1,669
-185
-10% -$27.9K ﹤0.01% 1269
2026
Q1 		$250K Buy
1,854
+186
+11% +$24.9K 0.01% 1249
2025
Q4 		$209K Buy
+1,668
New +$197K ﹤0.01% 1294

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 40.89% 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

Evergreen Capital Management's BPOP Position: Q2 2026 in Review

Evergreen Capital Management reduced its Popular Inc (BPOP) stake by 10% in Q2 2026, selling an estimated $27.9K and leaving 1,669 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Evergreen Capital Management first reported a position in BPOP in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Evergreen Capital Management held 1,669 shares of Popular Inc worth $275K as of Q2 2026.
  • Evergreen Capital Management sold 185 Popular Inc shares in Q2 2026, an estimated $27.9K.
  • Popular Inc made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1269 holding.
  • Evergreen Capital Management first reported a position in Popular Inc in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.