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Integrated Wealth Concepts’s Popular Inc BPOP Stock Holding History

Integrated Wealth Concepts’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 		$850K Sell
5,179
-114
-2% -$17.2K ﹤0.01% 1433
2026
Q1 		$710K Buy
5,293
+2,227
+73% +$299K 0.01% 1318
2025
Q4 		$382K Sell
3,066
-3,035
-50% -$359K ﹤0.01% 1217
2025
Q3 		$775K Buy
6,101
+861
+16% +$103K 0.01% 1118
2025
Q2 		$578K Buy
+5,240
New +$517K 0.01% 1190

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

Integrated Wealth Concepts's BPOP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Popular Inc (BPOP) stake by 2.2% in Q2 2026, selling an estimated $17.2K and leaving 5,179 shares worth $850K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Integrated Wealth Concepts first reported a position in BPOP in Q2 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Integrated Wealth Concepts held 5,179 shares of Popular Inc worth $850K as of Q2 2026.
  • Integrated Wealth Concepts sold 114 Popular Inc shares in Q2 2026, an estimated $17.2K.
  • Popular Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1433 holding.
  • Integrated Wealth Concepts first reported a position in Popular Inc in Q2 2025 and has held it in 5 quarters since.
  • 470 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.