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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
Q2 		$232K Buy
+1,411
New +$213K ﹤0.01% 1284
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

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

Perigon Wealth Management's BPOP Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Popular Inc (BPOP) in Q2 2026: 1,411 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in BPOP as recently as Q4 2025.

Perigon Wealth Management first reported a position in BPOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $325K in Q3 2025. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Perigon Wealth Management held 1,411 shares of Popular Inc worth $232K as of Q2 2026.
  • Popular Inc was a new Perigon Wealth Management position in Q2 2026.
  • Popular Inc made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1284 holding.
  • Perigon Wealth Management first reported a position in Popular Inc in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Popular Inc position peaked at $325K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.