EPW
BPOP icon

Evolve Private Wealth’s Popular Inc BPOP Stock Holding History

Evolve Private 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 		$283K Sell
1,712
-2,678
-61% -$404K 0.02% 755
2026
Q1 		$589K Sell
4,390
-72
-2% -$9.65K 0.03% 509
2025
Q4 		$559K Buy
+4,462
New +$527K 0.03% 492

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's BPOP Position: Q2 2026 in Review

Evolve Private Wealth reduced its Popular Inc (BPOP) stake by 61% in Q2 2026, selling an estimated $404K and leaving 1,712 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #755.

Evolve Private Wealth first reported a position in BPOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $589K in Q1 2026. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Evolve Private Wealth held 1,712 shares of Popular Inc worth $283K as of Q2 2026.
  • Evolve Private Wealth sold 2,678 Popular Inc shares in Q2 2026, an estimated $404K.
  • Popular Inc made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #755 holding.
  • Evolve Private Wealth first reported a position in Popular Inc in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Popular Inc position peaked at $589K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.