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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
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

PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

LVW Advisors's BPOP Position: Q2 2026 in Review

LVW Advisors increased its Popular Inc (BPOP) stake by 70% in Q2 2026, buying an estimated $173K and bringing the position to 2,776 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #250.

LVW Advisors first reported a position in BPOP in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • LVW Advisors held 2,776 shares of Popular Inc worth $456K as of Q2 2026.
  • LVW Advisors bought 1,144 Popular Inc shares in Q2 2026, an estimated $173K.
  • Popular Inc made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #250 holding.
  • LVW Advisors first reported a position in Popular Inc in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.