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Perigon Wealth Management’s Popular Inc BPOP Stock Holding History

Perigon Wealth Management’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 		– Sell
-1,803
Closed -$225K – 1308
2025
Q4 		$225K Sell
1,803
-756
-30% -$89.3K ﹤0.01% 1178
2025
Q3 		$325K Buy
+2,559
New +$306K 0.01% 918

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

Perigon Wealth Management's BPOP Position: Q1 2026 in Review

Perigon Wealth Management sold out of Popular Inc (BPOP) in Q1 2026, closing a stake of 1,803 shares — an estimated $225K sold.

Perigon Wealth Management first reported a position in BPOP in Q3 2025 and held it in 2 quarters. The position peaked at $325K in Q3 2025. 443 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • Perigon Wealth Management reported no remaining Popular Inc position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 1,803 Popular Inc shares in Q1 2026, an estimated $225K.
  • Perigon Wealth Management first reported a position in Popular Inc in Q3 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Popular Inc position peaked at $325K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.