Perigon Wealth Management
BPOP icon

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
Q3 		$233K Buy
1,497
+86
+6% +$14.5K ﹤0.01% 1302
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

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Assenagon Asset Management
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BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
SignatureFD
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Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Monument Capital Management
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Perigon Wealth Management's BPOP Position: Q3 2026 in Review

Perigon Wealth Management increased its Popular Inc (BPOP) stake by 6.1% in Q3 2026, buying an estimated $14.5K and bringing the position to 1,497 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Perigon Wealth Management first reported a position in BPOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $325K in Q3 2025. 90 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • Perigon Wealth Management held 1,497 shares of Popular Inc worth $233K as of Q3 2026.
  • Perigon Wealth Management bought 86 Popular Inc shares in Q3 2026, an estimated $14.5K.
  • Popular Inc made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1302 holding.
  • Perigon Wealth Management first reported a position in Popular Inc in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Popular Inc position peaked at $325K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.