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HB Wealth Management’s Popular Inc BPOP Stock Holding History

HB Wealth 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 		$737K Buy
4,488
+10
+0.2% +$1.51K ﹤0.01% 905
2026
Q1 		$601K Buy
4,478
+1,217
+37% +$163K ﹤0.01% 889
2025
Q4 		$406K Sell
3,261
-394
-11% -$46.6K ﹤0.01% 986
2025
Q3 		$464K Buy
3,655
+1,621
+80% +$194K ﹤0.01% 896
2025
Q2 		$224K Buy
+2,034
New +$201K ﹤0.01% 1065

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

HB Wealth Management's BPOP Position: Q2 2026 in Review

HB Wealth Management increased its Popular Inc (BPOP) stake by 0.22% in Q2 2026, buying an estimated $1.51K and bringing the position to 4,488 shares worth $737K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

HB Wealth Management first reported a position in BPOP in Q2 2025 and has held it in 5 quarters since. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • HB Wealth Management held 4,488 shares of Popular Inc worth $737K as of Q2 2026.
  • HB Wealth Management bought 10 Popular Inc shares in Q2 2026, an estimated $1.51K.
  • Popular Inc made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #905 holding.
  • HB Wealth Management first reported a position in Popular Inc in Q2 2025 and has held it in 5 quarters since.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.