J.W. Burns & Co’s Popular Inc BPOP Stock Holding History

J.W. Burns & Co’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	-1,544	Closed	-$207K	–	190
2026 Q1	$207K	Buy	+1,544	New	+$207K	0.02%	179

Other funds holding BPOP

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

J.W. Burns & Co's BPOP Position: Q2 2026 in Review

J.W. Burns & Co sold out of Popular Inc (BPOP) in Q2 2026, closing a stake of 1,544 shares — an estimated $207K sold.

J.W. Burns & Co first reported a position in BPOP in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 42 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

J.W. Burns & Co reported no remaining Popular Inc position as of Q2 2026 after selling out during the quarter.
J.W. Burns & Co sold 1,544 Popular Inc shares in Q2 2026, an estimated $207K.
J.W. Burns & Co first reported a position in Popular Inc in Q1 2026 and held it in 1 quarter.
J.W. Burns & Co's Popular Inc position peaked at $207K in Q1 2026.
42 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.