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Net Worth Advisory Group’s Popular Inc BPOP Stock Holding History

Net Worth Advisory 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
2025
Q3 		– Sell
-3,245
Closed -$358K – 414
2025
Q2 		$358K Sell
3,245
-177
-5% -$17.5K 0.08% 258
2025
Q1 		$316K Buy
3,422
+80
+2% +$7.79K 0.1% 234
2024
Q4 		$314K Buy
+3,342
New +$321K 0.1% 240

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Net Worth Advisory Group's BPOP Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Popular Inc (BPOP) in Q3 2025, closing a stake of 3,245 shares — an estimated $358K sold.

Net Worth Advisory Group first reported a position in BPOP in Q4 2024 and held it in 3 quarters. The position peaked at $358K in Q2 2025. 418 funds tracked by Wall St. Rank hold BPOP as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Popular Inc position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 3,245 Popular Inc shares in Q3 2025, an estimated $358K.
  • Net Worth Advisory Group first reported a position in Popular Inc in Q4 2024 and held it in 3 quarters.
  • Net Worth Advisory Group's Popular Inc position peaked at $358K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Popular Inc as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.