NorthRock Partners’s Popular Inc BPOP Stock Holding History

NorthRock Partners’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	-2,205	Closed	-$280K	–	662
2025 Q3	$280K	Buy	+2,205	New	+$264K	0.01%	726

Other funds holding BPOP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NorthRock Partners's BPOP Position: Q4 2025 in Review

NorthRock Partners sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 2,205 shares — an estimated $280K sold.

NorthRock Partners first reported a position in BPOP in Q3 2025 and held it in 1 quarter. The position peaked at $280K in Q3 2025. 426 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

NorthRock Partners reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 2,205 Popular Inc shares in Q4 2025, an estimated $280K.
NorthRock Partners first reported a position in Popular Inc in Q3 2025 and held it in 1 quarter.
NorthRock Partners's Popular Inc position peaked at $280K in Q3 2025.
426 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.