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Pinnacle Wealth Planning Services’s Popular Inc BPOP Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.88K Hold
48
– – ﹤0.01% 2159
2026
Q1 		$6.44K Buy
48
+6
+14% +$804 ﹤0.01% 2179
2025
Q4 		$5.23K Buy
+42
New +$4.96K ﹤0.01% 2265
2021
Q1 		– Sell
-35
Closed -$2K – 566
2020
Q4 		$2K Buy
+35
New +$1.66K ﹤0.01% 1907

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

Pinnacle Wealth Planning Services's BPOP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Popular Inc (BPOP) position steady in Q2 2026 at 48 shares worth $7.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Pinnacle Wealth Planning Services first reported a position in BPOP in Q4 2020 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 48 shares of Popular Inc worth $7.88K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Popular Inc share count unchanged in Q2 2026.
  • Popular Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2159 holding.
  • Pinnacle Wealth Planning Services first reported a position in Popular Inc in Q4 2020 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.