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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Handelsbanken Fonder

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

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

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return