James T. Borello
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James T. Borello’s Popular Inc BPOP Stock Holding History

James T. Borello’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 		$20.7K Sell
133
-2
-1% -$338 ﹤0.01% 415
2026
Q2 		$22.2K Hold
135
– – ﹤0.01% 390
2026
Q1 		$18.1K Hold
135
– – ﹤0.01% 395
2025
Q4 		$16.8K Buy
+135
New +$16K ﹤0.01% 304

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Assenagon Asset Management
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BI Asset Management Fondsmaeglerselskab
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SignatureFD
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Insight Wealth Strategies
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Wealth Enhancement Advisory Services
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Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

James T. Borello's BPOP Position: Q3 2026 in Review

James T. Borello reduced its Popular Inc (BPOP) stake by 1.5% in Q3 2026, selling an estimated $338 and leaving 133 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

James T. Borello first reported a position in BPOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.2K in Q2 2026. 141 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • James T. Borello held 133 shares of Popular Inc worth $20.7K as of Q3 2026.
  • James T. Borello sold 2 Popular Inc shares in Q3 2026, an estimated $338.
  • Popular Inc made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #415 holding.
  • James T. Borello first reported a position in Popular Inc in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Popular Inc position peaked at $22.2K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.