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Intentional Wealth Strategies’s Popular Inc BPOP Stock Holding History

Intentional 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
Q2 		– Sell
-671
Closed -$90K – 174
2026
Q1 		$90K Buy
+671
New +$90K 0.08% 111

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Intentional Wealth Strategies's BPOP Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Popular Inc (BPOP) in Q2 2026, closing a stake of 671 shares — an estimated $90K sold.

Intentional Wealth Strategies first reported a position in BPOP in Q1 2026 and held it in 1 quarter. The position peaked at $90K in Q1 2026. 437 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Popular Inc position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 671 Popular Inc shares in Q2 2026, an estimated $90K.
  • Intentional Wealth Strategies first reported a position in Popular Inc in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Popular Inc position peaked at $90K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.