OFA
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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 0.32% 64
2024
Q3 		$874K Sell
8,712
-85
-1% -$8.28K 0.32% 70
2024
Q2 		$778K Sell
8,797
-12,199
-58% -$1.06M 0.3% 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 2% 17
2022
Q2 		$3.28M Sell
42,641
-471
-1% -$37.5K 1.92% 16
2022
Q1 		$3.52M Sell
43,112
-12,782
-23% -$1.13M 1.78% 15
2021
Q4 		$4.59M Sell
55,894
-10,106
-15% -$820K 2.2% 12
2021
Q3 		$5.13M Sell
66,000
-771
-1% -$57.4K 2.7% 8
2021
Q2 		$5.01M Sell
66,771
-1,456
-2% -$111K 3.01% 9
2021
Q1 		$4.8M Sell
68,227
-11,972
-15% -$775K 3.29% 7
2020
Q4 		$4.52M Buy
+80,199
New +$3.81M 3.29% 8

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BlackRock
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Dimensional Fund Advisors
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return