EWA
BPOP icon

EverSource Wealth Advisors’s Popular Inc BPOP Stock Holding History

EverSource 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 		$400K Sell
2,439
-434
-15% -$65.5K 0.01% 655
2026
Q1 		$385K Sell
2,873
-354
-11% -$47.5K 0.01% 725
2025
Q4 		$402K Sell
3,227
-318
-9% -$37.6K 0.01% 619
2025
Q3 		$450K Buy
3,545
+795
+29% +$95.1K 0.02% 538
2025
Q2 		$303K Buy
2,750
+2,421
+736% +$239K 0.01% 667
2025
Q1 		$30.4K Buy
329
+302
+1,119% +$29.4K ﹤0.01% 1474
2024
Q4 		$2.54K Sell
27
-54
-67% -$5.18K ﹤0.01% 2625
2024
Q3 		$8.12K Buy
81
+46
+131% +$4.48K ﹤0.01% 1980
2024
Q2 		$3.59K Buy
35
+28
+400% +$2.43K ﹤0.01% 2337
2024
Q1 		$595 Buy
+7
New +$587 ﹤0.01% 2675
2023
Q2 		– Sell
-31
Closed -$1.83K – 2506
2023
Q1 		$1.78K Buy
+31
New +$2.02K ﹤0.01% 1969

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

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

EverSource Wealth Advisors reduced its Popular Inc (BPOP) stake by 15% in Q2 2026, selling an estimated $65.5K and leaving 2,439 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #655.

EverSource Wealth Advisors first reported a position in BPOP in Q1 2023 and has held it in 11 quarters since. The position peaked at $450K in Q3 2025. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • EverSource Wealth Advisors held 2,439 shares of Popular Inc worth $400K as of Q2 2026.
  • EverSource Wealth Advisors sold 434 Popular Inc shares in Q2 2026, an estimated $65.5K.
  • Popular Inc made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #655 holding.
  • EverSource Wealth Advisors first reported a position in Popular Inc in Q1 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Popular Inc position peaked at $450K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.