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Insight Wealth Strategies’s Popular Inc BPOP Stock Holding History

Insight Wealth Strategies’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
Q3 		$6.45M Buy
41,514
+482
+1% +$81.5K 0.64% 52
2026
Q2 		$6.91M Buy
+41,032
New +$6.19M 0.67% 46

Other funds holding BPOP

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

Insight Wealth Strategies's BPOP Position: Q3 2026 in Review

Insight Wealth Strategies increased its Popular Inc (BPOP) stake by 1.2% in Q3 2026, buying an estimated $81.5K and bringing the position to 41,514 shares worth $6.45M. The position accounts for 0.64% of the portfolio, ranked #52.

Insight Wealth Strategies first reported a position in BPOP in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.91M in Q2 2026. 25 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • Insight Wealth Strategies held 41,514 shares of Popular Inc worth $6.45M as of Q3 2026.
  • Insight Wealth Strategies bought 482 Popular Inc shares in Q3 2026, an estimated $81.5K.
  • Popular Inc made up 0.64% of Insight Wealth Strategies's portfolio in Q3 2026, its #52 holding.
  • Insight Wealth Strategies first reported a position in Popular Inc in Q2 2026 and has held it in 2 quarters since.
  • Insight Wealth Strategies's Popular Inc position peaked at $6.91M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.