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Heartwood Wealth Advisors’s Popular Inc BPOP Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-27
Closed -$3.43K – 256
2025
Q3 		$3.43K Buy
+27
New +$3.23K ﹤0.01% 451

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Heartwood Wealth Advisors's BPOP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 27 shares — an estimated $3.43K sold.

Heartwood Wealth Advisors first reported a position in BPOP in Q3 2025 and held it in 1 quarter. The position peaked at $3.43K in Q3 2025. 426 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 27 Popular Inc shares in Q4 2025, an estimated $3.43K.
  • Heartwood Wealth Advisors first reported a position in Popular Inc in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Popular Inc position peaked at $3.43K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.