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Mowery & Schoenfeld Wealth Management’s Popular Inc BPOP Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q3 		– Sell
-15
Closed -$1.65K – 386
2025
Q2 		$1.65K Buy
+15
New +$1.48K ﹤0.01% 335

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BPOP Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Popular Inc (BPOP) in Q3 2025, closing a stake of 15 shares — an estimated $1.65K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BPOP in Q2 2025 and held it in 1 quarter. The position peaked at $1.65K in Q2 2025. 417 funds tracked by Wall St. Rank hold BPOP as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Popular Inc position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 15 Popular Inc shares in Q3 2025, an estimated $1.65K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Popular Inc in Q2 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Popular Inc position peaked at $1.65K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held Popular Inc as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.