LVW Advisors
BPOP icon

LVW Advisors’s Popular Inc BPOP Stock Holding History

LVW 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
Q3 		$481K Buy
3,094
+318
+11% +$53.8K 0.04% 264
2026
Q2 		$456K Buy
2,776
+1,144
+70% +$173K 0.04% 250
2026
Q1 		$219K Buy
+1,632
New +$219K 0.02% 392

Other funds holding BPOP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

LVW Advisors's BPOP Position: Q3 2026 in Review

LVW Advisors increased its Popular Inc (BPOP) stake by 11% in Q3 2026, buying an estimated $53.8K and bringing the position to 3,094 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #264.

LVW Advisors first reported a position in BPOP in Q1 2026 and has held it in 3 quarters since. 275 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • LVW Advisors held 3,094 shares of Popular Inc worth $481K as of Q3 2026.
  • LVW Advisors bought 318 Popular Inc shares in Q3 2026, an estimated $53.8K.
  • Popular Inc made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #264 holding.
  • LVW Advisors first reported a position in Popular Inc in Q1 2026 and has held it in 3 quarters since.
  • 275 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.