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Planning Strategies’s Popular Inc BPOP Stock Holding History

Planning Strategies’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 		$2.46K Buy
+15
New +$2.26K ﹤0.01% 545

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Planning Strategies's BPOP Position: Q2 2026 in Review

Planning Strategies opened a new position in Popular Inc (BPOP) in Q2 2026: 15 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

437 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Planning Strategies held 15 shares of Popular Inc worth $2.46K as of Q2 2026.
  • Popular Inc was a new Planning Strategies position in Q2 2026.
  • Popular Inc made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #545 holding.
  • 437 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.