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BFC Planning, Inc.’s Popular Inc BPOP Stock Holding History

BFC Planning, Inc.’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 		$128K Buy
782
+560
+252% +$84.5K 0.01% 1122
2026
Q1 		$29.8K Buy
222
+11
+5% +$1.48K ﹤0.01% 1542
2025
Q4 		$26.3K Hold
211
– – ﹤0.01% 1623
2025
Q3 		$26.8K Buy
211
+4
+2% +$478 ﹤0.01% 1432
2025
Q2 		$22.8K Buy
207
+5
+2% +$494 ﹤0.01% 1435
2025
Q1 		$18.7K Hold
202
– – ﹤0.01% 1492
2024
Q4 		$19K Buy
+202
New +$19.4K ﹤0.01% 1481

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

BFC Planning, Inc.'s BPOP Position: Q2 2026 in Review

BFC Planning, Inc. increased its Popular Inc (BPOP) stake by 252% in Q2 2026, buying an estimated $84.5K and bringing the position to 782 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #1122.

BFC Planning, Inc. first reported a position in BPOP in Q4 2024 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • BFC Planning, Inc. held 782 shares of Popular Inc worth $128K as of Q2 2026.
  • BFC Planning, Inc. bought 560 Popular Inc shares in Q2 2026, an estimated $84.5K.
  • Popular Inc made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1122 holding.
  • BFC Planning, Inc. first reported a position in Popular Inc in Q4 2024 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.