OF
BPOP icon

Optimize Financial’s Popular Inc BPOP Stock Holding History

Optimize Financial’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
2026
Q2 		$596K Sell
3,630
-12
-0.3% -$1.81K 0.21% 94
2026
Q1 		$489K Sell
3,642
-10
-0.3% -$1.34K 0.24% 104
2025
Q4 		$455K Buy
3,652
+52
+1% +$6.15K 0.23% 172
2025
Q3 		$457K Buy
+3,600
New +$430K 0.24% 146

Other funds holding BPOP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Optimize Financial's BPOP Position: Q2 2026 in Review

Optimize Financial reduced its Popular Inc (BPOP) stake by 0.33% in Q2 2026, selling an estimated $1.81K and leaving 3,630 shares worth $596K. The position accounts for 0.21% of the portfolio, ranked #94.

Optimize Financial first reported a position in BPOP in Q3 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Optimize Financial held 3,630 shares of Popular Inc worth $596K as of Q2 2026.
  • Optimize Financial sold 12 Popular Inc shares in Q2 2026, an estimated $1.81K.
  • Popular Inc made up 0.21% of Optimize Financial's portfolio in Q2 2026, its #94 holding.
  • Optimize Financial first reported a position in Popular Inc in Q3 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.