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Oak Family Advisors’s Popular Inc BPOP Stock Holding History

Oak Family Advisors’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
Q1 		– Sell
-8,622
Closed -$811K – 113
2024
Q4 		$811K Sell
8,622
-90
-1% -$8.64K 0.29% 64
2024
Q3 		$874K Sell
8,712
-85
-1% -$8.28K 0.27% 70
2024
Q2 		$778K Sell
8,797
-12,199
-58% -$1.06M 0.27% 72
2024
Q1 		$1.85M Sell
20,996
-13,522
-39% -$1.13M 0.71% 44
2023
Q4 		$2.83M Sell
34,518
-3,197
-8% -$226K 1.19% 32
2023
Q3 		$2.38M Sell
37,715
-2,760
-7% -$182K 1.12% 32
2023
Q2 		$2.45M Buy
40,475
+57
+0.1% +$3.36K 1.16% 29
2023
Q1 		$2.32M Sell
40,418
-5,082
-11% -$331K 1.14% 31
2022
Q4 		$3.02M Buy
45,500
+2,594
+6% +$180K 1.61% 22
2022
Q3 		$3.09M Buy
42,906
+265
+0.6% +$20.6K 1.65% 17
2022
Q2 		$3.28M Sell
42,641
-471
-1% -$37.5K 1.65% 16
2022
Q1 		$3.52M Sell
43,112
-12,782
-23% -$1.13M 1.38% 15
2021
Q4 		$4.59M Sell
55,894
-10,106
-15% -$820K 1.71% 12
2021
Q3 		$5.13M Sell
66,000
-771
-1% -$57.4K 1.87% 8
2021
Q2 		$5.01M Sell
66,771
-1,456
-2% -$111K 2.09% 9
2021
Q1 		$4.8M Sell
68,227
-11,972
-15% -$775K 2.08% 7
2020
Q4 		$4.52M Buy
+80,199
New +$3.81M 2.34% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oak Family Advisors's BPOP Position: Q1 2025 in Review

Oak Family Advisors sold out of Popular Inc (BPOP) in Q1 2025, closing a stake of 8,622 shares — an estimated $811K sold.

Oak Family Advisors first reported a position in BPOP in Q4 2020 and held it in 17 quarters. The position peaked at $5.13M in Q3 2021. 356 funds tracked by Wall St. Rank hold BPOP as of Q1 2025.

  • Oak Family Advisors reported no remaining Popular Inc position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 8,622 Popular Inc shares in Q1 2025, an estimated $811K.
  • Oak Family Advisors first reported a position in Popular Inc in Q4 2020 and held it in 17 quarters.
  • Oak Family Advisors's Popular Inc position peaked at $5.13M in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Popular Inc as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.