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GeoWealth Management’s Popular Inc BPOP Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-173
Closed -$19.1K – 819
2025
Q2 		$19.1K Buy
+173
New +$17.1K ﹤0.01% 1065

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GeoWealth Management's BPOP Position: Q3 2025 in Review

GeoWealth Management sold out of Popular Inc (BPOP) in Q3 2025, closing a stake of 173 shares — an estimated $19.1K sold.

GeoWealth Management first reported a position in BPOP in Q2 2025 and held it in 1 quarter. The position peaked at $19.1K in Q2 2025. 417 funds tracked by Wall St. Rank hold BPOP as of Q3 2025.

  • GeoWealth Management reported no remaining Popular Inc position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 173 Popular Inc shares in Q3 2025, an estimated $19.1K.
  • GeoWealth Management first reported a position in Popular Inc in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's Popular Inc position peaked at $19.1K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Popular Inc as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.