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 Q2	–	Sell	-1,561	Closed	-$211K	–	86
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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Evoke Wealth's BPOP Position: Q2 2026 in Review

Evoke Wealth sold out of Popular Inc (BPOP) in Q2 2026, closing a stake of 1,561 shares — an estimated $211K sold.

Evoke Wealth first reported a position in BPOP in Q3 2019 and held it in 15 quarters. The position peaked at $233K in Q3 2025. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

Evoke Wealth reported no remaining Popular Inc position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,561 Popular Inc shares in Q2 2026, an estimated $211K.
Evoke Wealth first reported a position in Popular Inc in Q3 2019 and held it in 15 quarters.
Evoke Wealth's Popular Inc position peaked at $233K in Q3 2025.
474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.