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
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimize Financial's BPOP Position: Q1 2026 in Review

Optimize Financial reduced its Popular Inc (BPOP) stake by 0.27% in Q1 2026, selling an estimated $1.34K and leaving 3,642 shares worth $489K. The position accounts for 0.24% of the portfolio, ranked #104.

Optimize Financial first reported a position in BPOP in Q3 2025 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • Optimize Financial held 3,642 shares of Popular Inc worth $489K as of Q1 2026.
  • Optimize Financial sold 10 Popular Inc shares in Q1 2026, an estimated $1.34K.
  • Popular Inc made up 0.24% of Optimize Financial's portfolio in Q1 2026, its #104 holding.
  • Optimize Financial first reported a position in Popular Inc in Q3 2025 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.