JFS Wealth Advisors’s Popular Inc BPOP Stock Holding History

JFS Wealth Advisors’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	$493	Buy	+3	New	+$453	﹤0.01%	1952
2023 Q1	–	Sell	-56	Closed	-$3.71K	–	1962
2022 Q4	$3.71K	Sell	56 -19	-25%	-$1.32K	﹤0.01%	1115
2022 Q3	$5K	Sell	75 -23	-23%	-$1.79K	﹤0.01%	969
2022 Q2	$8K	Buy	98 +50	+104%	+$3.98K	﹤0.01%	813
2022 Q1	$4K	Buy	48 +26	+118%	+$2.3K	﹤0.01%	1113
2021 Q4	$2K	Buy	+22	New	+$1.78K	﹤0.01%	1038

Other funds holding BPOP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JFS Wealth Advisors's BPOP Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Popular Inc (BPOP) in Q2 2026: 3 shares worth $493. The stake represents ﹤0.01% of the portfolio and ranks #1952 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in BPOP as recently as Q4 2022.

JFS Wealth Advisors first reported a position in BPOP in Q4 2021 and has held it in 6 quarters since. The position peaked at $8K in Q2 2022. 472 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

JFS Wealth Advisors held 3 shares of Popular Inc worth $493 as of Q2 2026.
Popular Inc was a new JFS Wealth Advisors position in Q2 2026.
Popular Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1952 holding.
JFS Wealth Advisors first reported a position in Popular Inc in Q4 2021 and has held it in 6 quarters since.
JFS Wealth Advisors's Popular Inc position peaked at $8K in Q2 2022.
472 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.