IWA
BPOP icon

IBEX Wealth Advisors’s Popular Inc BPOP Stock Holding History

IBEX 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
-4,784
Closed -$608K – 134
2025
Q3 		$608K Sell
4,784
-42
-0.9% -$5.02K 0.06% 143
2025
Q2 		$532K Buy
+4,826
New +$477K 0.06% 146

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 $999B AUM 46.22% 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 $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

IBEX Wealth Advisors sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 4,784 shares — an estimated $608K sold.

IBEX Wealth Advisors first reported a position in BPOP in Q2 2025 and held it in 2 quarters. The position peaked at $608K in Q3 2025. 427 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

  • IBEX Wealth Advisors reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 4,784 Popular Inc shares in Q4 2025, an estimated $608K.
  • IBEX Wealth Advisors first reported a position in Popular Inc in Q2 2025 and held it in 2 quarters.
  • IBEX Wealth Advisors's Popular Inc position peaked at $608K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on IBEX Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.