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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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Forum Financial Management's BPOP Position: Q1 2026 in Review

Forum Financial Management sold out of Popular Inc (BPOP) in Q1 2026, closing a stake of 2,671 shares — an estimated $333K sold.

Forum Financial Management first reported a position in BPOP in Q4 2021 and held it in 11 quarters. The position peaked at $339K in Q3 2025. 447 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • Forum Financial Management reported no remaining Popular Inc position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,671 Popular Inc shares in Q1 2026, an estimated $333K.
  • Forum Financial Management first reported a position in Popular Inc in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Popular Inc position peaked at $339K in Q3 2025.
  • 447 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.