GIM
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Goelzer Investment Management’s Popular Inc BPOP Stock Holding History

Goelzer Investment 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
Q2 		$2.25M Sell
13,705
-478
-3% -$72.1K 0.1% 132
2026
Q1 		$1.9M Buy
+14,183
New +$1.9M 0.09% 134

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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Goelzer Investment Management's BPOP Position: Q2 2026 in Review

Goelzer Investment Management reduced its Popular Inc (BPOP) stake by 3.4% in Q2 2026, selling an estimated $72.1K and leaving 13,705 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #132.

Goelzer Investment Management first reported a position in BPOP in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Goelzer Investment Management held 13,705 shares of Popular Inc worth $2.25M as of Q2 2026.
  • Goelzer Investment Management sold 478 Popular Inc shares in Q2 2026, an estimated $72.1K.
  • Popular Inc made up 0.1% of Goelzer Investment Management's portfolio in Q2 2026, its #132 holding.
  • Goelzer Investment Management first reported a position in Popular Inc in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.