Montag & Associates’s Popular Inc BPOP Stock Holding History

Montag & Associates’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
2025 Q4	–	Sell	-28	Closed	-$3.58K	–	984
2025 Q3	$3.58K	Buy	+28	New	+$3.35K	﹤0.01%	852

Other funds holding BPOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Montag & Associates's BPOP Position: Q4 2025 in Review

Montag & Associates sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 28 shares — an estimated $3.58K sold.

Montag & Associates first reported a position in BPOP in Q3 2025 and held it in 1 quarter. The position peaked at $3.58K in Q3 2025. 427 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

Montag & Associates reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 28 Popular Inc shares in Q4 2025, an estimated $3.58K.
Montag & Associates first reported a position in Popular Inc in Q3 2025 and held it in 1 quarter.
Montag & Associates's Popular Inc position peaked at $3.58K in Q3 2025.
427 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.