FFM
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Forum Financial Management’s Popular Inc BPOP Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,671
Closed -$333K – 426
2025
Q4 		$333K Hold
2,671
– – ﹤0.01% 694
2025
Q3 		$339K Hold
2,671
– – ﹤0.01% 668
2025
Q2 		$294K Buy
2,671
+157
+6% +$15.5K ﹤0.01% 682
2025
Q1 		$232K Hold
2,514
– – ﹤0.01% 740
2024
Q4 		$236K Buy
2,514
+51
+2% +$4.89K ﹤0.01% 761
2024
Q3 		$247K Hold
2,463
– – ﹤0.01% 618
2024
Q2 		$218K Hold
2,463
– – ﹤0.01% 636
2024
Q1 		$217K Hold
2,463
– – ﹤0.01% 663
2023
Q4 		$202K Buy
+2,463
New +$174K ﹤0.01% 641
2022
Q2 		– Sell
-2,463
Closed -$201K – 589
2022
Q1 		$201K Hold
2,463
– – 0.01% 568
2021
Q4 		$202K Buy
+2,463
New +$200K 0.01% 619

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