Measured Wealth Private Client Group’s Popular Inc BPOP Stock Holding History

Measured Wealth Private Client Group’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	$1.05M	Buy	6,413 +258	+4%	+$38.9K	0.25%	59
2026 Q1	$826K	Sell	6,155 -173	-3%	-$23.2K	0.23%	67
2025 Q4	$788K	Buy	6,328 +703	+12%	+$83.1K	0.21%	66
2025 Q3	$714K	Buy	5,625 +1,040	+23%	+$124K	0.19%	72
2025 Q2	$505K	Buy	+4,585	New	+$453K	0.15%	98
2022 Q3	–	Sell	-2,834	Closed	-$218K	–	155
2022 Q2	$218K	Buy	+2,834	New	+$225K	0.1%	156

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

Measured Wealth Private Client Group's BPOP Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Popular Inc (BPOP) stake by 4.2% in Q2 2026, buying an estimated $38.9K and bringing the position to 6,413 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #59.

Measured Wealth Private Client Group first reported a position in BPOP in Q2 2022 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

Measured Wealth Private Client Group held 6,413 shares of Popular Inc worth $1.05M as of Q2 2026.
Measured Wealth Private Client Group bought 258 Popular Inc shares in Q2 2026, an estimated $38.9K.
Popular Inc made up 0.25% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #59 holding.
Measured Wealth Private Client Group first reported a position in Popular Inc in Q2 2022 and has held it in 6 quarters since.
471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.