EW
BPOP icon

Evoke Wealth’s Popular Inc BPOP Stock Holding History

Evoke Wealth’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
Q1 		$211K Buy
+1,561
New +$209K ﹤0.01% 654
2025
Q4 		– Sell
-1,826
Closed -$233K – 690
2025
Q3 		$233K Buy
+1,826
New +$218K ﹤0.01% 567
2022
Q4 		– Sell
-132
Closed -$10K – 471
2022
Q3 		$10K Sell
132
-80
-38% -$6.22K ﹤0.01% 747
2022
Q2 		$16K Buy
212
+80
+61% +$6.37K ﹤0.01% 691
2022
Q1 		$11K Hold
132
– – ﹤0.01% 741
2021
Q4 		$11K Hold
132
– – ﹤0.01% 767
2021
Q3 		$10K Hold
132
– – ﹤0.01% 738
2021
Q2 		$10K Hold
132
– – ﹤0.01% 745
2021
Q1 		$9K Hold
132
– – ﹤0.01% 700
2020
Q4 		$7K Hold
132
– – ﹤0.01% 634
2020
Q3 		$5K Hold
132
– – ﹤0.01% 654
2020
Q2 		$5K Hold
132
– – ﹤0.01% 656
2020
Q1 		$4.67K Hold
132
– – ﹤0.01% 625
2019
Q4 		$7.79K Hold
132
– – ﹤0.01% 812
2019
Q3 		$7.18K Buy
+132
New +$7.16K ﹤0.01% 903

Other funds holding BPOP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return